S1. TAKING CONTROL OF YOUR FINANCIAL FUTURE (1 DAY)

COST: AUD$299 +GST

Take control of your financial future by learning some fundamental personal finance and money management skills. Unfortunately there are too many people that lack the basics of financial literacy. In many cases it is difficult to acquire these skills as schools and universities don't teach it, and many private courses are 'get rich quick' schemes. We are unique - our only focus is providing high quality and practical education! This course focuses on budgeting and money management skills, with topics including: savings, budgeting, financial planning, protecting your money, financial education and a broad range of practical advice. Given the current economic situation and challenges, this course is a must.

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S2. MASTERING YOUR FINANCIAL INDEPENDENCE (1 DAY)

COST: AUD$299 +GST

Leading on from our "Taking Control of Your Financial Future" course, this course will take your skills and knowledge to the next level, enabling you to master your financial independence and make the best possible financial decisions. This course focuses on managing debt, advanced budgeting techniques, an overview of investments, basic tax considerations and personal issues related to financial independence. In addition to the knowledge and skills you will gain, this course will challenge your current interpretation of money and finance.

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S3. FINANCIAL EDUCATION FOR STUDENTS (1 DAY)

COST: AUD$299 +GST

Students spend many hours studying things that they do not enjoy and may not be at all useful - this is a chance for students to study something which will be both enjoyable and provide them with a real life education. Many parents are also concerned about providing their children with a financial education, which has become particularly relevant in the current economic times. Our goal is to provide students with the necessary financial literacy to enable them to take control of their financial future, be able to make sound financial decisions and ultimately achieve financial independence.

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S4. FINANCIAL AND INVESTMENT PODUCTS (1 DAY)

COST: AUD$299 +GST

Section 1: Financial Products

Financial products extend far beyond investments and we all make decisions regarding financial products regularly, but potentially not effectively. This course will provide you with a thorough understanding of the main retail financial products available, focusing on insurance products and superannuation. Key subject areas include: understanding insurance, understanding product features, determining your needs and making the right decisions.

Section 2: Investment Products

Many people think of cash, property or shares as the main investments possible, but there are a huge range of investment products available, which can be very confusing and often overwhelming for most people. This course includes an overview of the main investment products available to retail investors and traders including, shares, debt instruments, derivatives, CFDs, and currency instruments among others. The course will cover an overview of financial products, risk profiles, investment horizons, choosing financial advisers, and an introduction to the huge area of self managed super funds.

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S5. MAJOR FINANCIAL EVENTS (INCL. TAX & LEGAL) (1 DAY)

COST: AUD$399 +GST

Section 1: Major Lifestyle Events

The price of not attending this course could be very expensive. The knowledge you will gain from this course could save you thousands of dollars on your next major financial transaction. It is designed to provide you with an overview of the critical tax and legal issues involved in some of the major financial transactions you are likely to engage in. It is not a substitute for independent legal advice, however it is critical in making sure that you make sound financial decisions and do not get caught in common but extremely costly mistakes - such important decisions should not be made without some education. Major topics include: house purchases, business acquisitions, car purchases and estate planning (including wills).

Section 2: Retirement

Planning for retirement should be something that we are all concerned about, regardless of our age, and choosing your superannuation fund strategy is simply not enough. There is a lot to learn about retirement planning and the superannuation industry and this course is designed to provide you with the skills and knowledge to take control of your destiny by properly planning your retirement. Part 1 deals with superannuation, including tax & legal aspects, strategies to maximise superannuation, and self managed super funds. Part 2 is titled 'Beyond Superannuation' and outlines the danger of just relying on superannuation and strategies to help you achieve the retirement you desire.

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S6. SPREADSHEET & DATA MANAGEMENT BASICS (1 DAY)

COST: AUD$349 +GST

Spreadsheets are a bit like the human brain - only a tiny fraction of their capability is generally used. Most people have no idea of the immense power of spreadsheets and their ability to improve the efficiency of everyday tasks. This course is designed for beginners and is general and far reaching in its application, providing you with an in depth understanding and appreciation of what can be achieved with spreadsheets. Whilst minimal knowledge and prior use is assumed, participants will leave the course with the ability and confidence to proficiently use spreadsheets for data analysis and management. (We offer the widest range of spreadsheeting, financial analysis and financial modelling courses - please refer to our other sections for more advanced courses).

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S7. ACCOUNTING BASICS FOR INDIVIDUALS AND SMEs (1 DAY)

COST: AUD$399 +GST

This one day course is aimed at providing a basic, but comprehensive overview of accounting for small business. It assumes minimal formal accounting training but could also be a good refresher course for people with some accounting training. Whilst this course will not turn you into a fully fledged accountant it will provide you with a great understanding of practical accounting concepts and requirements. An overview of all aspects of accounting is covered, including accounting concepts, bookkeeping & accounting records, corporate structures and tax obligations. This is a great starting point for small business owners (especially new business owners).

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S8. INVESTING IN SHARES (1 DAY)

COST: AUD$499 +GST

With trillions of dollars invested in shares around the world, most people have direct exposure to shares and virtually everyone has indirect exposure through superannuation and pension funds. It is astounding how little quality education there is available for individuals - there are quite a number of organisations offering education as part of the package of what they are trying to sell you and some of these are your 'get rich quick' schemes. We have identified the desperate need for independent, quality education in this area, and are proud to offer this course to meet that need. This course provides an in depth understanding of shares and should be considered by any serious investor. The main sections of this course include: Features of shares, Understanding the industry, and some Practical advice (including how to choose advisers and developing winning strategies).

This course is purely informational and provides independent education - no recommendations are made in relation to specific products and this does not constitute financial advice.

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S9. INTRODUCTION TO TRADING (1 DAY)

COST: AUD$599 +GST

More serious investors tend to enter the world of trading at some point, which is a multi-trillion dollar game. It is a serious business which requires serious knowledge and skills. And once again, this is not a topic that is widely taught in formal education institutions. This course is designed to provide you with a thorough overview of the world of trading. The focus of this course is education, we are not trying to sell you expensive trading systems or sign you up to expensive newsletters and other products. The main sections of this course include: Introductory concepts, Instruments, Markets, Styles, Systems, Psychology, Miscellaneous issues and Key case studies.

This course is purely informational and provides independent education - no recommendations are made in relation to specific products and this does not constitute financial advice.

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