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Understanding Financial Planning to benefit your business

Financial planning is a process whereby a client’s total position, both financial and non-financial, is examined and a set of actions or plans are put in place which, once implemented, will assist in meeting the client’s ultimate goals and objectives.

Financial planners provide a wide range of services including preparing comprehensive financial plans which evaluate a client’s total situation, or alternatively focus on a specific concern, such as managing a client’s investments and retirement planning.


Financial Planning covers areas such as:
• Risk management and insurance planning – managing cash flow risks through sound risk management and insurance techniques.
• Investment and planning issues – planning, creating and managing capital accumulation to generate future capital and cash flows for reinvestment and spending.
• Retirement planning – planning to ensure financial independence at retirement.
• Tax planning – planning for the reduction of tax liabilities and the freeing up of cash flows for other purposes.
• Estate planning – planning for the creation, accumulation, conservation and distribution of assets.
• Cash flow and liability management – maintaining and enhancing personal cash flows through debt and lifestyle management.






For the online delivery option, you will need to have access to a computer with an internet connection.



Your enrolment is valid for a period of twelve months.



1 online multi-choice assessment



CPD Hours - 2



Enrol Now

Student Info – AAMC Training Policies

Do you qualify for Credit Transfer /RPL


  • Suite 1, 445 Melbourne Road,
    Newport, VIC 3015

    Phone: + 61 3 9391 3643
    Fax: + 61 3 9391 3903

System Requirements

  • What computer and software will be needed?
    • Windows XP or Linux based computer with internet connection.
    •  Internet Explorer 8.0 and above OR Mozilla Firefox
    •  Quick Time Player 4 and above
    •  Acrobat reader 6 and above
    •  Adobe Flash Player
    Download speeds
    •  Min 2 Mbps or above speed is required for running video

Latest Reviews for Understanding Financial Planning to benefit your business
  • Great entry level basic course to provide an insight
    Christopher New South Wales

  • Interesting informative course
    Sarah Victoria

    Yulexy Queensland