【实习】ANZ银行实习一日游!

2016年02月17日 今日墨尔本


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:


Internship Program Day 1 Report:

Although today is my first day attending the internship program, I have obtained great experience.

The branch manager Sapan and all team members are very supportive and friendly, created an excellent environment to work in.

I deeply realised the importance of networking with customers and other business departments to retain and grow branch’s revenue. Also, I have known the passion to sell is a must working within bank branch.

I spent whole afternoon with some personal bankers and made me have a very clear picture in mind regarding their typical working days. I was surprised that I heard totally distinct answers from them when I asked exactly same questions. Those answers with different point of views gave me plenty of 
ideas how to achieve an excellent performance and meet the target if I was in the personal banker position, which inspired my mind. In the meantime, I realised finding a unique and suitable working procedure for me is necessary and would increase productivity.


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!



1
Financial Planner Soft Skills


* 银行内部Financial Planner Training Material(详细内容,请联系我们获取)


2
Diploma of Financial Planning证书


*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


3
实习Internship 100% Guaranteed


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:



联系我们:




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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