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Introduction To Financial Planning

$109 Limited GST free / $¤98
Introduction To Financial Planning

<p>Learn from an experienced financial planner how to build and structure your own financial plan. Covering goal setting, asset allocation and how to utilise it, wealth creation strategies, taxation

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Learn from an experienced financial planner how to build and structure your own financial plan. Covering goal setting, asset allocation and how to utilise it, wealth creation strategies, taxation strategies, how to maximise your superannuation, risk management (how to keep from being vulnerable), estate planning and more.


Note: There will be short breaks for morning and afternoon tea and a break for lunch – lunch is NOT included.


COURSE OUTLINE

  • Goals and Objectives/Psychology of Money.
  • Understand taxation i.e. income tax, capital gains tax. Know your own business.
  • Strategies to build wealth. Asset allocation.
  • Gearing (both Equity Property and Margin Lending).
  • Superannuation.
  • Personal insurance and estate planning.

This course does not cover ‘Stock Picking’ although there is some general information on the use of stocks.


PLANNED LEARNING OUTCOMES
By the end of this course, students should be able to:

  1. Recognise what is involved in developing a Financial Plan.
  2. Make informed choices about investing.