【金融】去哪儿?计划一个完美的假期实习!

2015年10月28日 今日墨尔本


有个亘古不变的问题,每年必定面临两次
问题1



问题2



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

1

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


2

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)


3

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


4

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

1

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

2

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


3

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


4

项目费用


$6388


一次改变·一生精彩

ON THE WAY


更多详情,请联系FXPLUS墨尔本金融学院

联系我们:

联系电话: (03)9898 9158 | 0415 518 568

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