Handbook

As our financial landscape becomes more complex, the demand for financial planning and wealth management services is growing.
This course introduces the knowledge and skills necessary to provide comprehensive wealth management and financial planning services. Through a combination of economic theories, behavioral science, and practical case studies, you will learn what drives client behaviour and the financial advisory environment. The course will guide you from early stages of goal setting and assessment into more specialised advisory pathways for home ownership, portfolio construction, insurance, and retirement planning. By the end of the course, you will be able to integrate client engagement and communication skills, ethical and responsible standards and professional best practice to develop and implement comprehensive financial plans.
The course provides regular opportunities for hands-on activities where you can apply your knowledge and skills to real-world scenarios, giving you a solid foundation on which to build your future financial planning practices.