This module covers the skills and knowledge required for research by analysing and interpreting information and reviewing research findings and activities to enable determination of financial investment strategies and options while meeting client needs and compliance requirements. No refunds apply unless the course is cancelled by TAFE SA. International students on a Student visa (subclass 500) are not eligible to undertake short courses.
Research and Advice on Financial Planning
1. Tax strategies.
2. Insurance - Life.
3. Insurance - Income Protection, Health and General.
4. Superannuation and retirement.
5. Social security.
6. Estate Planning - Core Principles and Practice.
7. Key to successful financial planning.