Wealth Management

This course teaches a professional financial planning process to manage personal finance, credit, investment and other wealth management tasks.

The course consists of four sections:

First, an introduction of the financial planning industry, financial planning process and regulatory frameworks.

Second, fundamental topics including the taxation, social security, home ownership and … For more content click the Read More button below.This course teaches a professional financial planning process to manage personal finance, credit, investment and other wealth management tasks.

The course consists of four sections:

First, an introduction of the financial planning industry, financial planning process and regulatory frameworks.

Second, fundamental topics including the taxation, social security, home ownership and credit management.

Third, specific topics required for the construction of a comprehensive financial plan:

tax planning, investment strategies, risk management and insurance, superannuation, and estate planning.

Fourth, the course examines ethics framework and its application in the provision of financial planning advice.

The curriculum of this course adapts to professional and regulatory education requirements. Read More