Advanced Diploma of Paraplanning
International Institute Of Technology
Key Information
Campus location
Melbourne, Australia
Languages
English
Study format
Distance Learning
Duration
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Pace
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Tuition fees
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Application deadline
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Earliest start date
Jan 2024
Scholarships
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Introduction
International Institute of Technology (IIT) offer this qualification as an online course. This qualification encompasses the broad range of functions a Para-planner will undertake in their role. Including the need to provide a comprehensive range of financial planning services and various product knowledge for individual clients. The role of the Para-planner will also include more complex issues and strategies for clients. In learning how to prepare statements of advice for clients and use complex knowledge in financial planning products and services, Para-planners will gain the required skills and grasp a broad range of knowledge in the financial planning and regulatory frameworks. The outcome of this qualification will allow individuals to apply specialist skills and knowledge in a range of situations to deal with complex financial planning solutions and strategies for their clients. The skills you learn in the Advanced Diploma of Paraplanning will cover a broad range of technical and management functions, with accountability for personal outputs and collaboration in team environments.