We provide practical training in entry level finance roles for those wishing to make a career in the finance and investment field. These courses will suit graduates or those looking to get their first finance or investments role.
 

Target Audience:

– Students (generally Finance, Commerce or Accounting) who are still studying in university, TAFE or just graduating

– People from overseas requiring work experience in an Australian finance work environment

– Junior staff who have limited professional working experience in small/medium companies

Benefits to you:

– Be trained by an experienced Analyst

– Develop practical finance and investment skills

– Individual attention (small groups)

– Advanced Excel & financial modeling skills

 

Outline

Module 1 Introduction to the industry

Part 1

– Examine industry paths to achieve your finance career goals

– Run-through of Financial Planning Assistant responsibilities

– Walk though administrative processes such as application

Part 2

– Introduction to entities and structures such as companies and trusts

– Discuss industry wide indices and benchmarks

– Introduction to platforms, wraps and managed funds

Module 2 Excel training and analysis skills

Part 1

– Learn how to use the following Excel functions

– V-LOOKUP, SEARCH, SUMIF, COUNTIF, SUMPRODUCT, IF and multiple IF statements, IS, Paste Values

– Pivot tables to work with very large spreadsheets (>100,000 rows)

– Pivot tables to provide summaries

– Code mapping

Part 2

– Measuring risk through sensitivity analysis of an investment portfolio

– Prepare performance analysis of investment returns

– Prepare look-through reporting for a large portfolio

Module 3 Financial planning concepts

Part 1

– The importance of superannuation and other tax advantaged structures

– Understand the use of pensions and the retirement calculations

– Learn about Centrelink strategies

Part 2

– Understand how to use the different types of insurance

– Know how to plan for intergenerational wealth, estate planning and power of attorneys

– Apply the main financial planning strategies on client situations

Module 4 Financial Markets

Part 1

– Examine the characteristics of the various asset classes

– What you need to know about the Australian share market

– Learn about the major financial information service providers such as Bloomberg

Part 2

– The basics of technical analysis and charting

– Understand the flexibility of derivatives markets such as Options, Futures, CFDs

– Discussion of compliance and the regulators

Module 5 Portfolio Management

Part 1

– Get to know the financial planning assumptions

– Understand the importance of investment guidelines and policy

– Practice assigning risk classification to clients

Part 2

– Learn about diversification and risk analysis

– Practice portfolio rebalancing on client portfolios