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Introduction to Financial Products

 

Learning Name:

Introduction to Financial Products

 


Overview

To operate in the Financial Planning Industry, a Financial Adviser needs to have a solid knowledge of the products that are available. Even if, a Financial Adviser specialises in a certain area, for example risk management, or superannuation, it is recommended that they understand the basic concepts of all other products to be able to refer appropriately. This course will provide valuable information for people already in the industry or those seeking knowledge of financial products for personal advantage.


Duration

5 hours (nominal)


Components

 

Weighting

 

01 - Introduction to Financial Planning, Products and Investment 16 % Detail
02 - Introduction to Superannuation 16 % Detail
03 - Introduction to Social Security and Retirement Income Streams 17 % Detail
04 - Introduction to Life Insurance and Risk Management 17 % Detail
05 - Introduction to Estate Planning 17 % Detail
06 - Introduction to Taxation 17 % Detail


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


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