Financial Advisor Short Course
Designed for advisers and accountants who want to include property in their advice offering, this course has a practical, experiential focus.
When it comes to Australian investors, property is king. And yet each year, thousands of people lose serious money in property, thanks to poor decisions.
Financial advisers and accountants can ill-afford to see their clients swayed by the unwarranted claims of spruikers and project marketers.
Investing in property can be fraught with danger for clients; unless their advisers have the right process to ensure they get the qualified advice they need.
This course equips advisers with the skills and knowledge they need to develop robust processes to work with qualified property investment specialists.
Course Outline
This course demonstrates how advisers can integrate the expertise of property investment specialists into their practice, examines adviser positioning and works through the technical knowledge required to better guide clients on the complexities of direct property investment.
- Part 1 Free advice isn’t free
- Part 2 Personal and property risk
- Part 3 Develop a strategy
- Part 4 Engage your team of experts
- Part 5 Select and Assess
- Part 6 Negotiate the offer
- Part 7 Portfolio review and research
Download Brochure
For multiple student registations, please email this ENROLMENT FORM to our office at info@propertymavens.com.au or call us on 03 9988 2266 with any queires
