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Introduction to Financial Services

 

Learning Name:

Introduction to Financial Services

 


Overview

Congratulations on taking the first step towards learning more about the financial planning industry. Whether you are aiming to become a competent and qualified Financial Adviser, working in the industry and wish to gain a deeper understanding, or simply for personal benefit, this module will provide you with information that will prove invaluable.


Objectives

This unit will provide you with an understanding of:

- The Nature of Financial Planning
- The Financial Planning Process
- The Australian Economic Environment
- Operation of Financial Markets


Duration

3.5 hours (nominal)


Components

 

Weighting

 

01 - The Nature of Financial Planning 25 % Detail
02 - The Financial Planning Process 25 % Detail
03 - The Australian Economic Environment 25 % Detail
04 - Operation of Financial Markets 25 % Detail


Note: Weight is the percentage that each component contributes towards the final result.


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