Lightbulb

Designed for the beginner trader, this course will teach you the basics of trading commodity and interest rate futures and currencies, introduce you to the terminology and acronyms commonly used, show you how to trade derivatives safely, and how derivatives trading could add to your portfolio’s returns.

Entry Requirements

None

Student Instructions

Please bring a pen

Topics

Why people trade commodity and interest rate futures and currencies, Sources of information on futures and currencies, personal factors to consider when trading, risk-return trade-off, developing a trading plan, introduction to technical analaysis, factors affecting different markets

Career Prospects

Not covered

Delivery Style

Taught by industry professionals. The practical approach to this course is gained by the teacher networking into the systems operated by brokers on a day to day basis. Students also play an online trading game to give them a realistic approach to trading.

Outcomes

Enjoy a broader understanding of the futures and currency markets, trading commodities and currencies with minimum risk, and how to kick start your trading ambitions.

Invest in your future! Gain an overview of the critical elements of financial planning. Gain the edge with their financial affairs and if implemented these keys will lead to your financial freedom.

Entry Requirements

none

Student Instructions

Bring a blue or black pen, pencil and writing paper

Topics

Financing, goal setting, asset allocation, asset selection, investment risk management and implementing investments

Career Prospects

This course can be seen by financial planner aspirants as a window into the profession

Delivery Style

Presented by an Industry professional where questions are encouraged

Outcomes

A clear road map to financial freedom, also an answer to your questions about further financial planning studies

Using e-tax you can prepare your tax return on your own computer and lodge it quickly and securely online using the internet. Getting started can be confusing however once you have filed your first return, you will be amazed at how easy it is as it asks questions and completes each section based on your answers. This course will not advise you on how to file your return but how to use the application.

Entry requirements

Basic computer knowledge is essential

Student instructions

Please bring a pen,note book and USB memory stick for saving your work onto

Topics

• how to down load the software
• how to complete a return

Delivery style

You will receive handouts to refer back to and file a dummy return in the class.

Outcome

The student will have confidence to download the e-tax and complete and lodge their tax return on line.

Learn what makes real estate investing tick. The mechanics of buying and selling, current market conditions and identifying the right investment property.
Get a thorough understanding of the right way to finance your investment portfolio and save money on interest by paying your loans off sooner. Self Managed Super Fund (SMSF) investment property buying and borrowing is also covered.

Entry Requirements

None

Student Instructions

Bring a blue or black pen, pencil and writing paper.

Topics

Real Estate purchase contracts, anexures and clauses, rental/management agreements, identifying the right property and negotiating the deal. Current market conditions, feedback and what the future holds.

Investment property loans/borrowing for residential or commercial property.
Good debt vs. bad debt, proper loan structuring to protect your family home, interest only vs. principal and interest. NRAS properties & Self Managed Super Fund investing & borrowing are the latest trends, find out how/if you qualify?

Career Prospects

Not Covered

Delivery Style

This course is presented by two facilitators who currently work in their respective industries. One is the Principal and Autioneer of a prominant Real Estate Agency Group, the other is a fully licensed independant finance broker/ credit representative. Both have extensive experience in their fields and encourage questions and class interaction.

Outcomes

Enjoy a broader understanding of the mechanics of property investment and property financing to help kick start or add to your property investment portfolio. Also, how to purchase your new home for First Home Buyers

Would you love to learn to master your money rather than have your money master you? Would you like to wrap a financial security blanket around your family? Would you like to guarantee a better financial future for yourself? Would you like to never have to worry about paying the bills ever again? How about enjoying spending your fun money without the guilt?

Prosperity Power Principles provide a framework for managing your money so can ensure your ongoing financial security regardless of the prevailing economic conditions. Take the emotion and worry out of your personal finances forever, enrol today!

Entry Requirements

None

Student Instructions

Please bring to class: Pen, pencil, and notebook. Wear whatever you feel comfortable in. There are no specific dress requirements.

Topics

Learn how the Prosperity Power Principles came into being and the outcomes this course will help you achieve. Assess your current financial education, your financial practices and your financial situation. Give yourself permission to acquire wealth while accepting responsibility for your financial situation becoming accountable for your financial decisions. Learn how to create your financial security blanket and achieve your financial dream. Learn how to ensure you pay your bills on time, every time so you can spend your fun money without the guilt!

Career Prospects

Not applicable.

Delivery Style

Class room teaching, easy to understand, jargon free guide to managing money.

Outcomes

Students will gain a viable framework with which to manage your personal finances, in order to achieve:
1. Financial Security
2. The Foundations for Building Wealth
3. Pay Bills on time, everytime
4. Spend Fun Money – without the guilt

Taught by Industry professionals, this Self Managed Superannuation course will allow you to determine if controlling your own Superannuation is right for you. The course requires no previous knowledge and goes through the basics of establishing and investing your own Superannuation Funds.
This course is for anybody who wants to take control of the money they have in Superannuation! It is also suitable for those with an existing Self Managed Super Fund who would like to enhance their knowledge.

Entry Requirements

No prior knowledge is required

Student Instructions

Students are required to bring a pen. Course notes will be provided.

Topics

• Introduction to Self Managed Superannuation Funds (SMSF)
• What is Superannuation
• Establishing a SMSF
• What type of investments are allowed
• Australian Tax Office Compliance requirements
• Contributions to a SMSF
• Taxation of a SMSF
• Withdrawing funds from my SMSF
• Borrowing within a SMSF
• Why Invest in Shares in a Super Fund
• Personal Factors to Consider when investing
• Risk/Return Trade off
• Investment Alternatives – Asset Classes
• How to choose a Portfolio of shares
• Direct Shares v’s Managed Funds
• Portfolio Administration

Career Prospects

Not applicable

Delivery Style

The course is taught by A Self Managed Superannuation Fund (SMSF) specialist and a Senior Stockbroker with expertise in SMSF Investment strategies. Both are extremely knowledgeable in their fields and share real life examples to enhance the content of the course. Students are encouraged to interact and ask question throughout the course.

Outcomes

Students will learn what is required to set up a SMSF and what they are and aren’t allowed to purchase within the fund. The course will also give an insight into how SMSF’s are regulated and the levels of taxation that apply . In addition you will have a broader understanding of how to develop an Investment Strategy for your fund.

Add value to your share portfolio by learning the techniques used by professional investors and stockbrokers everyday. Learn how real industry professionals who trade the market on a daily basis pick their trades. There is so much more to trading than just shares. Learn how to use Contracts for a Difference (CFD’s) and Options as a borrowing tool to gain greater exposure to the Stockmarket.

This course is designed for the investor who has a basic knowledge of the stock market.

Entry Requirements

Basic knowledge of the Stock Market

Student Instructions

Students are required to bring a pen and calculator. Course notes will be provided.

Topics

• Margins, what are they?
• Borrowing to Invest
• Make money when the Stockmarket is falling
• Technical Analysis (Charting)
• Contracts For a Difference (CFD?s)
• Options Defined
• Option Strategies
• Warrants, a way of borrowing in a SMSF
• Warrant Strategies
• Roles of Brokers Planners and Advisers
• What if I get a share tip

Career Prospects

n/a

Delivery Style

The Intermediate Stockmarket course is taught by Stockbrokers who give an insight into the day to day trading of professional investors. The theory is accompanied by real life examples to give you a better understanding of the content. Students are encouraged to participate and ask questions throughout the course.

Outcomes

Students will learn how borrowing to invest can enhance the returns on a portfolio of shares and the increased risks associated with borrowing. The course will enable student to identify the risks and benefits associated with alternative products that provide leverage and understand how to manage these risks.

This course is for the long term investor and short term trader who want to use charting to identify when to enter and exit a share. A basic understanding of the stock market is essential.

Entry Requirements

Basic understanding of the stock market is required

Student Instructions

Ruler, pencil, pen and eraser

Topics

Week 1

• What is Technical Analysis
• The difference between Technical Analysis and Fundamental Analysis
• Why people use Technical Analysis
• The short and long term movements of the market
• Different market trends
• Types of Charts
• Short Term Chart Analysis

• Short term reversal signals
• Different Types of reversal signals

• Longer Term Trends
• Support and Resistance Lines
• Patterns and Chart Formations

• Indicators
• Different Types of Indicators
• How the Indicators are calculated
• How to identify Buy and Sell signals using the indicators
• The reliability of different indicators

• Putting it all together
• Validation of signals using multiple indicators

Career Prospects

none

Delivery Style

The Technical Analysis course is taught by Stockbrokers who utilise the latest technology to allow you to view the trading systems and other resources that they use to trade and make investment decisions. Students will also be required to apply their knowledge during class time by completing a work book. The examples are designed to enable students to identify entry and exit points on charts.

Outcomes

Students will learn how to identify long and short term trends and gain a better understanding of how to use charts to identify when to buy or sell a share. Students will also be able to recognise trend continuation and reversal patterns and use indicators to detect when shares have been overbought or oversold.

A student quote . . . Very 'easy' learning environment created by a relaxed and appropriately paced environment with a patient instructor who would always have time to explain and answer my many questions. Very Good. Thank you Richard I've leart a lot. – G Booth

The Introduction to the Stockmarket course is taught by Industry Professionals who introduce you to the resources that they use to trade and make investment decisions.
Students also play a stockmarket game with $100,000 to invest using a platform that simulates buying and selling shares on the Australian Stockmarket. Designed for the beginner, this course will teach you the basics of the stock market, introduce you to the terminology and acronyms commonly used, show you why stocks are essential in wealth creation and how to construct a portfolio of shares.

Entry Requirements

None

Student Instructions

A pen is the only requirement as course notes are provided.

Topics

Week 1

• What are Shares
• Why do people invest in shares
• ASX Trade
• Procedures for Buying and Selling Shares
• Sources of Information on Shares
• Glossary of Stock Market Terms

• Understanding Stock Market Tables
• Personal Factors to Consider When Investing
• Risk/Return Trade Off
• Long Term Investment performances
• Shareholder Entitlements

• Basic Economics and the Sharemarket
• Fundamental Analysis

• Fundamental Analysis continued
• Portfolio Development
• Direct Shares v’s Managed Funds

• Introduction to Technical Analysis
• Trading Techniques to avoid

• Introduction to Options
• Laws and Ethics
• Stockbrokers – Services and Selection
• Portfolio Administration

Career Prospects

Not covered

Delivery Style

The Introduction to the Stockmarket course is taught by Stockbrokers who utilise the latest technology to allow you to view the trading systems and other resources that they use to trade and make investment decisions. Students also play a stockmarket game with $100,000 to invest using a platform that simulates buying and selling shares on the Australian Stockmarket.

Outcomes

Enjoy a broader understanding of the mechanics of the Stock market, trading shares and risk factors to help kick start a share investment portfolio.

A student quote . . . I enjoyed the relaxed learning environment that the instructor created and the ability to be able to ask questions as and when required – G Booth