Training and Support Overview Information Learning Courses Short Courses Implementation

Training + Support SystemsLearning Courses Courses Overview ili courses are designed to provide application based training on business financial planning concepts and tools that can be directly applied in a commercial setting. In particular, ili courses instruct participants on the use of the S.E.D.A.P.N.E.R. process. Participants can choose from a variety of learning solutions which, depending on the course, offer various levels of accreditation, points towards ongoing professional education requirements and an opportunity to enhance business skills and opportunities. The course has been structured in modular format. ACCREDITED COURSES Advanced Diploma in Financial Planning Module Learning Outcomes   Sourcing and Establishing the Business and Sophisticated Client Relationship Understand how to effectively segment, source, interact with and engage business clients and their advisers View details Business and Sophisticated Client Advice Framework Provide an integrated discovery, analysis solution process to sophisticated Business Clients View details Business Wealth Growth Strategies Strategies to grow the business through key employee reward programmes and business debt and equity funding strategies View details Business Wealth and Preservation Strategies Strategies to protect and preserve the wealth of a business through an understanding of business risk, debt financial management and business asset protection strategies View details Business and Professional Practice Succession Strategies Strategies for Business Owners and their families to effectively keep, sell or liquidate the Business in the event of retirement, illness or death View details Self Managed Superannuation Funds for Business Owners, Self Employed, Sophisticated Investors and Retirees receiving a Pension Strategies to create wealth through understanding different investment mediums, structures and risk/ return scenarios as well as tax, asset protection and estate planning strategies View details