Wealth Management Advice - FINS3637

Provides students with the knowledge and skills to pursue employment in the rapidly growing financial planning industry. Addresses the important skills required for ASIC PS146 accreditation including understanding the client's situation and needs, conducting analysis and research, formulating appropriate financial planning strategies, choosing suitable products, preparing a fully compliant financial plan, implementing the financial plan and providing ongoing review and services to the client. The course also covers the knowledge and skills required for providing personal life insurance and general insurance advice.