旅游?餐馆? 农场? 代购?。。。
OR
去银行和投行实习一次!
然后,拿到Offer?
假期到底该去哪儿?
1. 圆梦计划·打造新兴职业操盘手
新兴操盘手培训课程
* 投资大师巴菲特与交易之王索罗斯核心理论阐述——价值投资与趋势投资
* 金融市场的联动性——影响投资交易结果因素详解、外汇/股票/期货交易特性分析
* 外汇期货投资交易基本术语、基础知识(包含波幅分析、盈亏计算)
* 趋势交易策略与区间交易策略详解
* 基本面经济消息分析筛选、动能分析
* K线、移动平均线、多空分界线等常用交易指标应用详解
* 短、中、长线三套Trading System应用详解
* 资金管理策略、仓位管理策略以及投资交易心理辅导
* 澳洲股市、美国股市、英国股市选股分析策略及短、中、长期投资策略详解
讲师介绍
Michael GU(华语教学)
-FXPLUS墨尔本金融学院资深交易讲师
-多年外汇、股票、期货操盘经验,投资风格严谨稳健
-曾就职于Ernst & Young Global Limited
-多家中文财经媒体特约连线嘉宾及撰稿人
David THANG(英文教学)
-曾在Goldman Sachs、BNP Paribas担任基金经理
-在澳洲,David THANG先生专业分析定期刊登于Sky Business news channel、BRW、Your Trading Edge Magazine、Herald Sun、Australian Financial Review
-在英国,David THANG先生专业分析定期刊登于Financial Times、Reuters(路透社)以及Proactive Investors
-多年外汇、期货、股票(Australian, UK and US)投资经验,长期服务于高净值客户(150万美金~1700万美金)
实习Internship 100% Guaranteed
投行、券商、金融平台商、基金公司实习:寒/暑假Full Time Internship(择其一)
注:每期实习名额有限,报满即止
项目费用
$4000
Add-on:选择“进阶操盘手培训课程”可以获得惊喜优惠!立省$2288!
2. Financial Planner Pathway Program
Financial Planner Soft Skills
* 银行内部Financial Planner Training Material
Diploma of Financial Planning(FNS50615)证书
Module 1 (Financial Advice)
DFS 1- Financial Advice
Australian Industry Essentials
Section1: Australian Economy
Section2: Australia Financial Markets
Section3: Investment Fund
Section4: Corporations Acts
Section5: Regulatory Environment
Section6: Licensees$ Representatives
Section7: Codes of Ethics
Fundamentals of Financial Advice
Section1: Personal Taxation
Section2: Social Security
Section3: Wealth Creation Fundamentals
Section4: Estate Planning Fundamentals
Section5: Establishing Client Relationships
Section6: Identify Client Objectives and Financial Situation
Section7: Analyze Client Objectives and Financial Situation
Section8: Develop Strategies and Solutions
Section9: Present Strategies and Solutions
Section10: Implement Agreed Plan
Section11: Provide Ongoing Advice
Module 2 (Insurance)
DFS2-Insurance
Core Area
Section1: Understanding Insurance
Section2: Operation of Insurance Markets
Section3: General Insurance
Section4: Personal Insurance
Section5: Advisory Functions
Section6: Complying Legal Obligations
Specialist Area
Section1: Operation of Life Insurance Market
Section2: Term Life Insurance
Section3: Total and Permanent Disability Insurance(TPD)
Section4: Trauma Insurance
Section5: Income Protection Insurance
Section6: Business Insurance
Section7: Life Insurance, Taxation and Superannuation
Section8: Role of Adviser
Module3 (Superannuation)
DFS3- Superannuation
Specialist Area
Section1: Introduction to Superannuation
Section2: Superannuation Eligibility
Section3: Compulsory Contributions to Superannuation
Section4: Tax Concessions on Superannuation
Section5: Withdrawals on Superannuation and ETP System
Section6: Superannuation Income Streams
Section7: Social Security Pensions
Section8: Duties of Superannuation Trustees
Section9: Self Managed Superannuation Funds(SMSF's)
Section10: Providing Superannuation Advice
Module4( Investment Planning)
DFS4- Investment Planning
Specialist Area
Section1: Introduction to Financial Markets
Section2: Introduction to Managed Investment
Section3; Securities- Investing in Money Market
Section4: Securities- Bond Market
Section5: Securities- Shares
Section6: Securities- Capital Securitization
Section7: Specialized Investment
Section8: Constructing Investment Portfolio
Section9: Utilize Leverage
Section10: Taxation issues for Investors
Section11: Conducting Research
讲师介绍
Lawrence Chan(英文教学)
-在Financial Planning领域拥有超过14年的工作经验
-现为注册理财规划师(Certified Financial Planner)擅长领域包括:银行产品、借贷、国际贸易/进出口及物流、SMSF等理财规划项目
-曾担任:
·McMillan Shakespeare集团(ASX code MMS):业务发展经理(BDM)
·AMP Financial Planning:理财规划师(Financial Planner)及抵押贷款经理人(Authorized Representative & Mortgage Broker)
·ANZ银行:Financial Planner in 3 Branches
·BT Financial Group墨尔本银行(Bank of Melbourne):高级理财规划师(CBD理财规划师组组长)
Bronson Yau(英文教学)
-Principal Financial Advisor at Apex Macro Wealth Solutions P/L
-曾在Telstra担任Team Leader、Resolutions Improvement Lead
-曾在WPS Financial Group担任Client Manager/Financial Advisor
-曾在Bank of Melbourne担任Financial Advisor以及Senior Financial Planning
-Advanced Diploma of Financial Planning高级理财规划师
实习Internship 100% Guaranteed
ANZ银行、中型Local理财规划师事务所:寒/暑假Full Time Internship(择其一)
注:每期实习名额有限,报满即止
项目费用
$6388
一次改变·一生精彩
更多详情,请联系FXPLUS墨尔本金融学院
联系电话: (03)9898 9158 | 0415 518 568
Email: [email protected]
官网:www.fxplusmelbourne.com.au
办公室地址:Level 2, 19 Ellingworth Pde, Box Hill, VIC 3128
微信订阅号:FXplusMelb
微信服务号:FXPLUSmelbourne
Facebook: Fxplus Trading Academy Melbourne Pty Ltd
Twitter: FXPLUS MELBOURNE
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