Small Business Financial Advisor Courses in Perth
A Small Business Financial Advisor helps owners enhance profitability by analysing cash flow, budgeting, and taxation while offering tailored strategies.
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How do I become a Small Business Financial Advisor in Western Australia
Get qualified to work as a Small Business Financial Advisor in Perth with a course recognised across Australia. Speak to a training provider to learn more.
CHCFIN010
The CHCFIN010 Apply Basic Concepts of Small Business to Financial Counselling unit equips financial counsellors with skills to assess small businesses' structures and financial standings. This knowledge aids in providing tailored financial advice to clients, particularly those exempt from ASIC licensing requirements, including rural financial counselling agencies.
Enquire now for a full list of entry requirements and available enrolment dates.
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FNS50615
Mentor Education's Diploma of Financial Planning & SMSF (when combined with one of the AFS licensing options) enables accountants to meet their obligations detailed in Regulatory Guide 146 Licensing: Training of Financial Product Advisers (RG146) and provide advice in Self-Managed Superannuation Funds (SMSFs), Margin Lending, Investing, Superannuation & Life Insurance.
The course is specifically designed for, and oriented towards, recognised practicing public practice accountants. Taking into account thei...
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