Why Financial Planning? An insight into how and why you should become a financial planner.

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1 Why Financial Planning? An insight into how and why you should become a financial planner.

2 Build up meaningful relationships with people and be rewarded by their success. Building relationships and communicating are two essential components of becoming a successful financial planner. Financial planning is a specialist profession and relationship-based approach to developing sound strategies to help people manage their financial affairs and career goals. The process of financial planning includes gathering information, analysis, recommendation, implementation and reviewing financial plans for people. These areas of financial planning can include: cash flow management, retirement planning, investment, insurance, tax, estate, business succession, superannuation, and risk management. A career in financial planning is a rewarding profession where you can interact with everyday people, build solid relationships and help them reach their personal and financial goals. Put your communication skills to great use, learn from other people s experience and help solve problems. Start communicating today! Mentor Education 2

3 Benefits of Becoming a Financial Planner $94,422 The average maximum salary for Financial Services jobs on SEEK in August 2014 $75,884 The average minimum salary for Financial Services jobs on SEEK in August % of all finance jobs are based in capital cities 2nd World best financial center after UK 4th Largest sector of Australian Economy A recent Financial Services Industry Benchmarking Report found that there is a skills shortage in the financial services industry you are in high demand! 1 Help people by increasing their financial literacy. Financial literacy is an important life skill 2 Translate your clients financial and lifestyle goals into a plan for success. that all people no matter what their background must embrace. It is essential that we all have some knowledge, skills, and capabilities to understand how to manage money and debt, budget, save, make sound investment decisions, and plan for the future. By becoming a financial planner, you have the ability to be able to provide sound guidance, knowledge and help people make satisfying and life changing financial decisions. It s a rewarding experience their future is in your hands! Mentor Education 3

4 3 Earn a satisfying salary and plan for your future. Becoming a financial adviser is a 15,069 rewarding and satisfying vocation and 15,069 planners currently operating in Financial planners currently operating in Australia Australia can t be wrong. Financial Planners in Australia earn between AU$75K 125K per year. 4 Financial Planning - the career path you take is only limited by your imagination. 5 A Flexible Industry. Financial Planners is an often misunderstood industry where people can Financial planning is a broad industry. Embarking on a career in financial planning is rewarding experience where a number of varied pathways can be taken. The financial planning sector is one of the fastest growing and most diverse industries in Australia - forge a career as a financial adviser, paraplanner, SMSF adviser, investment adviser, specialist adviser (estate planner, aged care be misled into thinking that planners are stuck in an office all day with a calculator and a computer. This couldn t be any further from the truth! Financial planners can be constantly on the move conversing with clients and can utilise mobile technology to enable them to work from anywhere anytime. You ll never get bored as a financial planner, your role will vary from day to day client to client. practitioner), customer service, or administration. Mentor Education 4

5 So, Where Should I Begin? Get RG146 Qualification Before embarking on your career to become a financial planner you must undertake an entry-level education program recognised by ASIC - the Diploma of Financial Planning. We recommend Advanced Diploma of FInancial Planning, talk to us to find out why. Start Networking Once this is successfully completed, Mentor will steer you towards membership in one of the industry associations: AFA, FPA where you can network and align yourself with a recognise dealer group. We help you connect with industry professionals Over graduates have passed through the prestigious AMP Horizons Academy and have forged satisfying careers in the financial planning sector. Mentor Education 5

6 Why choose Mentor Education? 1 Industry experience and recognition 4 CPDplus - Keeping you up-to-date Mentor has developed a state of the art Established in 2002, Mentor has graduated over 15,000 students and built a solid reputation as one of the longest established Australian owned and operated RG146 compliance training providers in the country. continued professional development elearning platform (CPDplus) that allows you to stay up to date with your CPD requirements as dictated by ASIC s Regulatory Guide 146 (RG146). CPDplus includes topical, relevant and up-to-date content of great interest to the financial services industry. 2 Nationally accredited and recognised courses As a Registered Training Organisation 5 Ongoing commitment - we dont let you fend for yourself (RTO) all Mentor Education qualifications are nationally recognised and approved by ASIC. Mentor is authorised to deliver and assess againts nationally recognised qualifications within the National Finance and Business Training Framework. Mentor values building strong relationship with our students - our industry experts are available by arrangement to provide ongoing mentoring - on an individual or organisational basis. Whether it be helping students, providing continuing professional development (CPD) and access to current industry information, as well as and 3 Quality Support - An individual not a number business coaching to help develop the skills of your staff and establish the systems necessary to achieve your goals. An Alarming number of RTO s operate like factories...churning out qualifications - it is in their best interest because they receive Government funding and the faster they qualify their students the better. Mentor s course advisers and support staff go above and beyond to ensure that our students have an outstanding learning experience and gain the education they need to launch or further their careers. 6 Flexibility - it s your life...you choose Life is complicated enough, your study shouldn t be, that s why we give you the option of being able to select the approach that best suits your situation and needs - study online, face-to-face workshop or choose one of our customised in-house training programs. Mentor Education 6

7 Where Our Graduates Work Don t take our word for it, read what our graduates have to say. "I am already receiving benefits having done the course because of a great new job opportunity that has come to my way due to the knowledge gained through the well structured course. I can only recommend others to enroll as it will definitely enhance their knowledge and ability to succeed in the Financial Planning industry. Thanks again" "Thank You to you both for your efforts in getting my DFP certification sorted out so quickly in March. I was able to join the March intake of the AMP Horizons program, and could not be happier with my new career." Walter Fleitmann Andrew Taranto Mentor Education 7

8 FURTHER INFORMATION Web Mail Mentor Education 1a Scotia Gr, South Yarra Melbourne Vic 3141 Phone Aust: Int: Fax learn@mentor.edu.au Our friendly student support