Financial Planning

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Course Date: 11 August 2014 to 09 September 2014

Price: free

Course Summary

Understand the role of a financial adviser when it comes to their clients' financial futures, and assist them with preparing for risks such as sickness or accidents. This course will introduce you to the career of a financial adviser, including the client and adviser relationship, the financial planning process and investment fundamentals, and could spur you onto further study in this field. Disclaimer: This course is not for the providing of financial advice and is offered for educational purposes only.

Course Instructors

Kerrie Adra

Kerrie is a lawyer and an educator. She works for TAFE NSW – Sydney Institute in the Accounting and Finance Faculty where she teaches students studying for qualifications in accounting and finance both on campus and online. Kerrie is currently the course coordinator for the Diploma of Financial Planning delivered online through Open Universities Australia.

Diana Bugarcic

Diana Bugarcic has extensive experience in financial markets and managing investment portfolios, including the trading of financial securities. Diana works for TAFE NSW – Sydney Institute and is the course coordinator for the Bachelor of Applied Finance (Financial Planning) and the Head Teacher of the Accounting & Finance section at St George College.

Course Description

What's it about?

Understand the role of a financial adviser when it comes to their clients' financial futures, and assist them with preparing for risks such as sickness or accidents.

Understand the role of a financial adviser when it comes to their clients' financial futures, and assist them with preparing for risks such as sickness or accidents. This course will introduce you to the career of a financial adviser, including the client and adviser relationship, the financial planning process and investment fundamentals, and could spur you onto further study in this field.

Disclaimer: This course is not for the providing of financial advice and is offered for educational purposes only.

What's involved?

Module 1Working as a Financial Adviser
10 videos, 9 quizzes, 1 assessment11 Aug - 17 Aug
Module 2Client and Adviser Relationship
10 videos, 9 quizzes, 1 assessment18 Aug - 24 Aug
Module 3Financial Planning Process
10 videos, 9 quizzes, 1 assessment25 Aug - 31 Aug
Module 4Investment Fundamentals
10 videos, 9 quizzes, 1 assessment1 Sep - 7 Sep

What will I learn?

  • What is involved in working as a financial adviser, including:
    • Important personal attributes of a professional financial adviser
  • The key elements of the relationship between a financial adviser and client, including:
    • How to build rapport with clients
    • Effective communication skills
    • Record keeping and confidentiality
  • A six-step financial planning process, including:
    • Collecting client data
    • Carrying out research and analysis
    • Creating a financial plan
    • Implementing and reviewing the plan
  • The principles of investment, including:
    • Investment risk
    • Making investment decisions

This course requires approximately 2 - 4 hours of study per week, but can vary depending on the student. This includes watching videos, and taking quizzes and assessments. The total video time for this course is approximately 3 hours 42 minutes.

If you pass this course you'll receive a Certificate of Achievement. While this certificate isn't a formal qualification or credit, you can use it to demonstrate your interest in learning about this area to potential employers or educational institutions.

Where to from here?

If you love this course, why not take your studies further? Here are some accredited qualifications that could help you achieve your goals.

Where could this lead me?

If you're wondering what your future could look like in this area, here are some potential careers you could head towards.

  • Finance dealer and Broker
  • Finance manager
  • Financial planner
  • Investment adviser/analyst
  • Stockbroker
  • Finance director
  • Financial project manager
  • Funds manager
  • Investment manager
  • Risk manager
  • Insurance agent

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