标题: 金融策划师/基金管理专员(FP/FA)培训实习项目-ADL CBD [打印本页] 作者: Platinumaccg 时间: 2015-2-12 12:00 AM 标题: 金融策划师/基金管理专员(FP/FA)培训实习项目-ADL CBD About us
We are a CPA Public Practice accounting firm, Our Adelaide Office located in the Adeladie CBD.
We provide public practice accounting services including preparation of tax returns and bookkeeping. Our firm specializes in individual and small business accounting services & advice. We help our clients with tax planning, bookkeeping, BAS, company set up, MYOB set up, business advice and strategic planning.
We also provide Finance Internships to help in getting finance roles! If you are interested in applying, please contact us!
Finance Program
The finance training uses a financial planning practice as a foundation. It is entirely practical with detailed industry practices that apply the investment theory learned in university. This is the key to successful job hunting in the finance field.
The finance program combines both formal training and working side by side with us in our office. It is designed to equip you with the sufficient technical skills and experience required for a junior finance role:
? Financial Planner Assistant
? Fund Administrator
? Bank Teller
? Wealth Management Services
Internship Over Training
At Platinum Accounting, we believe the internship experience is more beneficial for candidates to achieve success in their finance career.
While training is important, your interview and work performance will benefit most from having a real understanding of the finance process and handling real world situations. The intern program gives you this hands-on experience and this 3-6 months unpaid internship experience is provided purely for free.
Trainer Profile
Jeff Poe, CFA, is an experienced finance professional with over 17 years in the finance industry:
MLC Limited Retail Super and Pension products
Carstel Pty Limited Feasibility and Development Finance
Perpetual Limited High Net Worth Clients
TOWER LIMITED Institutional investors and Insurance
AMP Limited Wealth Management dealer group
Bachelor of Economics University of Sydney (1996)
Graduate Diploma, Applied Finance (2003)
Diploma of Financial Services—RG 146 (2006)
Chartered Financial Analyst, CFA (2010)
Target Audience
The finance program is specifically tailored to people with the following background:
? Finance Graduates working in non-related areas looking to move into finance and seeking to accumulate hands on experience
? Migrants withoverseas finance work experience but lack local working experience
Training Includes:
1. Finance industry breakdown and career advice
2. Understanding each all asset classes
3. The Australian share-market
4. Building a financial model
5. Data analysis
6. Investment risk and portfolio management
7. Superannuation and tax
8. Creating a financial plan
9. Risk management and insurance
10. Platforms and Investment structures
11. Implementation of investment theory
12. Derivatives and hedging
Duration: There will be 10 modules, run over 10 weeks. Training sessions are in the morning and internship tasks in the afternoon.
Finance Intenrship Program
The unpaid Internship Program is provided purely for free in order to enhance your technical skills learnt from training. This is a 6 month part-time program. It can also be fast tracked if required.
Please note that all work is designed to provide an opportunity for trainees to accumulate practical experience through handling finance situations in the real world.
Upon the completion of this Internship, we will be able to provide an unpaid internship work experience reference.
The finance Internship will require the completion of a number of special tasks that relate to the running of the financial planning business. These include:
? Research of Self-Managed Super Funds
? Comparaing a number of retail and industry super funds
? Answering client questions
? Producing Investment Committee Reports
? Opening an account with Comsec
Furthermore, there will be 4 key intern tasks:
1. Making detailed financial planning, tax, structuring and investment recommendations for 2 client situations
2. Production of a detailed client projection over 50 years including inflation and market return estimates
3. Production of a simple financial plan including the superannuation rollovers and insurance recommendations.
4. Production of a complex financial plan including the superannuation, insurance, investment, and property advice. The document to include covering letters, details of strategy, alternative strategies, fees charged and disclaimers.
If you would like more details about our programs, please view our company website at www.platinumaccg.com.au.