理财专业可以帮助个人和企业管理其财务事务并实现其财务目标。理财计划员协助客户设定理财目标，准备理财计划并执行建议。他们提供有关以下方面的建议：现金流量和负债管理，退休，投资，税收和遗产规划以及风险管理和保险规划。本课程将使您掌握领导该行业成为专业理财师所需的知识。您将开发技术技能，以为复杂而不可预测的财务问题提供有效的整体解决方案。您还将开发出卓越的沟通技巧，以便了解客户的需求并在道德上和专业上进行有效沟通。<br> <br>在本课程中，您将首先了解商业和公司的基本概念，理论和实践。 ™法律，财务规划原则
If you're an existing financial advisor looking to extend your current qualification or meet the new educational requirements to practice as a qualified financial advisor, QUT's Graduate Diploma in Business (Financial Planning) will equip you with the knowledge, experience, and skills to succeed.<br><br>In this course, you will learn the fundamentals of finance, taxation law, superannuation, and retirement planning. From there, you will build your knowledge and expertise in insurance, risk management, estate planning, financial services law, and personal financial planning.<br><br>You will also develop important behavioural client management skills that will help you provide practical, holistic solutions to complex and unpredictable financial problems and build trust and rapport with clients. These skills include examining and evaluating behavioural biases, market anomalies, risk profiling and investment behaviour, and harmonising human and financial capital.<br><br>This program places a strong emphasis on hands-on learning experiences. As you progress through your studies, you will participate in many practical projects, including completing tax returns and analysing complex capital budgeting problems, superannuation funds, and financial regulation issues.<br><br>In your final capstone unit, you will then put your theoretical knowledge to the test as you partner with a real-world client to prepare an effective, meaningful, and compliant financial plan.