Finance Training and Internship Program in ADELAIDE, South Australia
Platinum Accounting will hold a new round of the Finance Program in May 2014.
This Program is suitable for you, if you are:
· in your Finance Degree study, but would like to start your local Finance experience;
· graduated from your Finance Degree, and would like to start your local Finance Experience;
· an overseas migrant, seeking Local working experience to step into the local market;
Please have a look at this program training & internship details as follows:
(Timetable will be available if you would like to make further enquiries.)
Finance Training Section
This program is suitable for those looking to progress in the finance industry in the near future.
1) Making a career pathway in finance
2) Examining structures for investments – superannuation, companies & trusts
3) Walking through financial planning tasks
4) Understanding platforms & wraps
5) Advanced Excel exercises to recode transactions & assess Portfolio Sensitivity
6) Interview Questions Exercise
7) The Australian Share market
8) The use of insurance to protect client wealth
9) Applying common strategies for clients, such as consolidating super, debt recycling, transition to retirement, & Centrelink strategies
10) Recommending a risk profile for clients
11) Job hunting and interviews for finance roles
Duration: 5 days full time training
Finance Internship Section
The Internship can be tailored to suit your needs, whether you are seeking a financial planning or investments focused career.
1. Reviews of managed funds & investment sectors
2. Producing model portfolios for clients using portfolio analysis software
3. Performing portfolio construction tasks for managed funds
4. Setting up clients in COIN financial planning software
5. Recommending the appropriate insurance product including life cover, TPD, income protection
6. Recommending the appropriate superannuation platform & investment
The Internship Section will be purely for FREE, our internship program(s) are free of Charge.
But On-the- training will be provided before the internship starts and there is professional fee involved.