Cyber-planners plug into flexible study

financial planning advice financial markets financial planners investments commission

13 May 1999
| By Zilla Efrat |

The Securities Institute will offer its first subject on the Internet, Financial Planning Principles and Practice, in a drive to bring higher education in the financial sector into the cyber-age.

The Securities Institute will offer its first subject on the Internet, Financial Planning Principles and Practice, in a drive to bring higher education in the financial sector into the cyber-age.

Among the resources available on its multi-layered web site will be a course room where course facilitators and students can meet via computer conferencing, a resource library in a media centre, and links to key information sites such as the Reserve Bank.

The Institute's national training manager Joan Street says the new delivery for-mat has been developed in response to a need for more flexible study methods in the workplace.

It will suit students who have busy lifestyles, prefer to study from their work or home computer or live or work away from city centres.

Advantages include greater access to information on-line, both through e-mail and the World Wide Web, as well as personal convenience.

"Students will be able to ask questions of expert industry practitioners any-time, anywhere on any course-related issues," Street says.

"Familiarity with technology is a key priority in financial markets. This option will develop skills in using the Internet confidently and competitively."

The subject being offered, Financial Planning Principles and Practice, forms part of the course for the recently launched Diploma of Financial Advising, which is designed to meet the new capability standards under the Australian Se-curities and Investments Commission's single licensing regime.

The subject has two modules: wealth creation (introducing the techniques and is-sues involved in providing personal investment) and financial planning advice and wealth protection (where students develop a wealth protection plan to meet client needs and provide quality advice).

The subject's target audience includes financial planners, stockbrokers, advis-ers, accountants, funds managers and other financial industry professionals.

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