There are many aspects to financial planning, and wealth management is one of them. Wealth managers work on behalf of individuals and business owners to manage and grow all elements related to wealth, including investments, assets, stock options, taxes, estates, insurance and retirement annuities. Wealth managers require advanced qualifications, which can start with financial planning courses from learning institutions in Adelaide.
Wealth management is divided into two categories: private wealth management, which is for very high earners (in excess of US$20 million) and global wealth managers for medium-high income earners (less than US$10 million) – Wikipedia. Regardless of which category you choose to specialise in, you’ll need some nationally accredited financial planning courses, such as those offered by the University of Adelaide.
TAFE financial planning diplomas and certificates in Adelaide are nationally accredited, so you needn’t worry too much about checking the validation of the courses. You do need to ensure that the TAFE course provider is properly authorised and licensed, however; otherwise you could be flushing your money down the toilet. Financial planning degrees and diploma qualifications are also recognised nationally, but if you’re very picky about your school you could also earn a qualification that carries weight internationally.
Financial planning courses in Adelaide
The University if Adelaide is home to the International Centre of Financial Services (ICFS), which offers several financial planning courses, including a Graduate Diploma in Global Wealth Management, Professional Certificate in Self-Managed Superannuation Funds (SMSF), Specialist SMSF courses, and Certificate in Rural Estate Planning. The Graduate Diploma program is accredited by the Australian Securities and Investments Commission and is RG146 compliant in financial planning, life insurance, superannuation, derivatives, managed investments, and securities, among others. Furthermore, the Graduate Diploma from the University of Adelaide provides Advanced Standing Pathways to the CFP Certification Program provided the following courses are completed: tax, estate and wealth planning, investment advisory process and client relationship management, industry research project, and global wealth management.
TAFE South Australia, which has locations throughout Adelaide, offers a number of financial planning and investment advisor-related courses, such as Certificate IV in Accounting and Certificate II and III in Financial Services.
The University of South Australia, which has campuses in Adelaide, offers Bachelor of Applied Finance and Bachelor of Commerce and Applied Finance courses. The courses allows students to apply to become members of the Financial Services Institute of Australia, and provides Tier 1 accredited recognition by the Australian Securities and Investments Commission, which in turn allows graduates to apply to become an Australian Financial Services licensee.
Flinders University, in Adelaide, offers financial planning-related courses in its Bachelor of Commerce programs, such as Bachelor of Commerce (Finance), which includes investment and portfolio management, financial marketing and introductory macroeconomics, and Bachelor of Commerce (Finance/Economics).
These are just some of the financial planning courses in Adelaide. See our list of financial planning courses for more options.