假期就要结束了,现在的心情
ASSIGNMENT、QUIZ、Presentation、Test与我们只差一个交学费的距离
BUT
还记得说好的2月15日吗?
情人节的第二天,FXPLUS墨尔本金融学院的小伙伴出发前往ANZ银行实习。
有图有真相!One Day Tour现在开始!
作为澳洲四大银行之一,ANZ银行在实习第一天为所有参加实习的精英们认真细致介绍工作流程及细节。小伙伴们也非常努力!
随后,每位童鞋被分配到不同的Branch开始实习啦!让我们看看实习第一天结束后,来自FXPLUS墨尔本金融学院的帅小伙Ted同学的实习日记:
小编截取部分原文如下:
第二天,来自ANZ的大BOSS发邮件表扬Ted童鞋,并鼓励其他实习人员都向其学习:
在此,就预祝各位童鞋超常发挥,期待你们的好消息。
现在的你是否正计划在下一个假期参加ANZ银行实习?
BUT,爆(报)满了
只能参加下下期!
FXPLUS墨尔本金融学院倾力打造的Financial Planner Pathway Program助你一臂之力!
* 银行内部Financial Planner Training Material(详细内容,请联系我们获取)
*RG146 Compliance
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 Section
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
中型Local理财规划师事务所:寒/暑假Full Time Internship+ANZ银行机会
注:每期实习名额有限,报满即止
想要立刻咨询?请通过以下联系方式:
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
如果因人数爆满无法加入,记得加FXPLUS墨尔本金融学院微信服务号FXPLUSmelbourne请工作人员拉你入群!
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