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This online course is designed for individuals who are working in or wish to enter the financial services industry.
It provides you with knowledge of advice, research and analysis processes applicable to specialist roles within retail and personal services areas of the financial services industry. It enables you to describe how the Six Step Advice Process contributes to providing financial solutions, and to conduct appropriate research to develop financial solutions.
For more information watch the course introduction video below.
Before enrolling in this course you need to:
All our open courses have a credit value. For each credit, allow about 10 hours of study. Your workload may be higher around assessment due dates.
This course is 100% internally assessed
Your course is delivered 100% online. To complete this course you will need access to a computer or device, broadband internet and a data plan able to support online learning such as streaming of videos (including YouTube), downloading content and submitting online assessments. If you are unsure if your current computer/device or internet access allows you to complete your online learning with us, please contact us before applying to enrol.