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
Financial planning profession helps people and businesses to manage their financial affairs and meet their financial goals. Financial planners assist their clients to set their financial goals, prepare financial plans and implement recommendations. They provide advice regarding: cash flow and liability management, retirement, investment, tax and estate planning, and risk management and insurance planning. This course will equip you with the knowledge you need to lead the industry as a professional financial planner. You will develop technical skills to provide effective, holistic solutions to complex and unpredictable financial problems. You will also develop superior communication skills in order to understand your clients' needs and communicate effectively, ethically and professionally.<br><br>In this course you will be first introduced to foundational concepts, theories and practices in business and corporations' law, financial planning principles and regulations and investment management. You will further build your knowledge and skills in taxation law and practice, superannuation and wealth management and ethics and professional relationships. Throughout this course you take part in practical projects including analysis of real-world financial and regulation issues, developing an investment plan for a client based on the client's information and completion of income tax returns. Your final two units will focus on engaging clients to prepare an insurance and risk management plan and a financial plan.