澳洲保险理财课程
Updated: 04/08/2023(AEST)
Jeffrey刘梦麒
8
澳洲保险理财课程
课程内容介绍:Value Package 1 (Foundation) Please note that this initial consultation arrangement is to give you a clear picture of insurance, education bonds, investments and superannuation in Australia. It will also help you realise the ongoing costs and associated risks with your interested area, hence saving unnecessary spending. If you decide on proceeding further with Hippo Wealth General Advice and Administration Services, this initial fee may be partially or wholly waived. Value Package 2 (Foundation Establishment) Upon your deciding to proceed with a Hippo Wealth General Advice Product/Service, such as· General Advice of a particular product/service:· Set up and application of your nominated product/serviceThere will be a flat fee in exchange for above services. This will vary depending on your chosen product/services, starting from $1,000+GST.Value Package 3 (Ongoing Empowering Pack)The ongoing general advice subscription and administration services will provide you access to an array of professional knowledge, an inhouse research analyst, and tools to empower you to make DIY wealth decisions on a ongoing basis. Additional Administration and Brokerage fees may apply depending on the product and platform used. Hippo Wealth will provide to you further benefits with below value pack: v Dedicated Account Manager (Licensed Adviser in Investments, Super and Insurance) Access to an account manager with knowledge and experience across Insurance, Super, and Investments such as Funds in Australian Equities, International Equities, Fixed Income, ETFs, and Alternative Investments, etc。 v Regular Stock Ideas Exclusive to SubscribersReceive monthly stock alerts, regular market commentary and research about Quality Investment such as ETFs, Managed funds, Australian Equities etc.v Daily stock market report Daily stock market report including videos of interviews with ASX listed company CEOs.v Exclusive AccessFirst access to exclusive investments opportunities including IPOs, VC/PE, structured product opportunities if qualified. v Assist with Finance Literacy Training Helping you understand what all that Finance jargon means! Provide monthly Group Coaching to help you become more financially intelligent. v Access to online investment accountsOnline functionality & ease of use – Clients can access their accounts on all devices, with the website optimised for mobile phones and tablets as well as a mobile app available on Apple and Android. Broad investment menu incl. Managed Accounts– We offer an extensive menu of Managed Accounts, bringing you all the efficiencies of a fully integrated managed account offering on platform.International shares - We offer access to 15 international exchanges for both super and Non-super clients. Sophisticated assets – Multi currency, Australian & International Bonds, over 200 Information memorandum funds. (sophisticated clients only)v Document CertificationCertifying documents such as trust deeds and bank statements when required.v Assistance with paperwork Assistance with completing paper work such as application forms and account opening forms.v Reporting Providing and helping you interpret reports for your super, investment and insurance. v No lock-in contractsYou will decide whether you want to renew your contract. 免责声明Hippo Wealth provides General Advice only. General advice is advice which is provided to you without regard to your individual objectives,financial situation or needs. It is not specific advice for any particular investor and it is not intended to be passed on or relied upon by any person. Before making any decision about the general advice provided, you should consider the appropriateness of the general advice presented, having regard to your personal objectives, financial situation and needs.
【小熊猫的交易室】从零开始的技术分析
Live on: 09/12/2021(AEST)
Arthur Wang
39
【小熊猫的交易室】从零开始的技术分析
和全职交易员:做交易的小熊猫Arthur一起学习技术分析本课程从技术指标出发,以实战使用为基础。讲解指标的基本概述和使用场合、常规用法、常见的错误、进阶用法和Arthur独家实战技巧等几方面展开。避免了传统技术分析中冗长的理论知识,帮助学员更快掌握使用方面,学以致用,在实战中不断提高技巧。直播课程安排有提问环节,可以现场具有针对性地解决各种问题和疑惑。第一课:枢轴线 Pivot第二课:移动平均线 Moving Average第三课:斐波那契 Fibonacci第四课:交易系统 Trading System第五课:相对强弱指数 RSI持续更新中……
和John咨询适合的长期财富规划策略
Created: 23/11/2021(AEST)
John Zhang
15
和John咨询适合的长期财富规划策略
谙熟澳洲各项投资理财规划业务的Virtus Wealth (沃德财富)会提供您自己的个性定制化的财富规划管理提供建议和服务- 利用各类人寿保险为您提供个人、家庭、资产及债务(包括生意负债)保障,遗产平衡等策略- 利用养老金和退休金(包括SMSF自管养老金)为您和家人量身打造长期节税的财富积累, 免税养老,安享退休品质生活策略- 利用优质的投资进行资产配置,风险控制,税务规划,财富传承策略- 利用合理,合规的各种投资架构提供个人,公司,信托及家族的中长期投资策略,资产管理,及资产传承
线下1对1个人财务组合与管理咨询
Created: 03/07/2021(AEST)
Mary Hart CFP® (玛丽姐)
28
线下1对1个人财务组合与管理咨询
Mary Hart澳洲资深注册理财师20年金融业经验,7年银行大客户理财师用心为您度身定制一套符合您和您家庭情况的理财计划。让您实现:合理避税债务再投资养老金最优化投资架构合理化家庭财富传承*$300/小时。云课堂直播登记,立减50%
自雇创业的你,保护自己和家人的财产了吗?
Live on: 18/07/2021(AEST)
Mary Hart CFP® (玛丽姐)
334
自雇创业的你,保护自己和家人的财产了吗?
自雇创业的你,保护自己和家人的财产了吗?日期:2021年7月18日 周日时间:晚上8点地点:Zoom线上直播继上周马丽姐干货满满的第一期直播课后收到了大家的热烈反响,这一次马丽姐将会带你探寻,创业之旅怎样才算万事具备?合伙人协议 关键时刻能保全公司和家庭私人资产提前处理 可规避倾家荡产如何让你的公司真正做到责任有限?SMSF和Family Trust可以保护家人利益吗?创业不易,道阻且长。未雨绸缪,才能在危机来临时,把风险降到最低!以上问题尽在周日晚上八点的线上直播,欢迎你的加入!************************************* 前期精彩回放为何富人越来越富,五招教你富人思维千万准时干货第一分钟开始, 现场彩蛋秘诀一:疫情当下,经济有待复苏,停工待业还能有“睡后收入”?秘诀二:世界房市大涨,为何富人偏离航线?秘诀三:澳洲高收入者秘密武器,债务也可作投资?秘诀四:澳洲高收入者不轻易透露的合理避税绝招,你又了解多少?秘诀五:利用养老金还能以钱生钱,安稳养老?富人越富不在于本钱多少,在于富人思维,玛丽姐带你探寻富人思维,科学理财,一起成长。
IIPM高级商科文凭课程
Updated: 23/09/2020(AEST)
IIPM
4
IIPM高级商科文凭课程
商科文凭课程课程代码:BSB60215CRICOS代码:094879M课程简介:该资格证书适⽤于已在⾼级管理职位中具有丰富的理论业务技能和知识经验的⼈员,他们希望巩固并建⽴进⼀步的教育或就业机会。该获得此证书后,学⽣可以从事各类商业相关⼯作或继续进修,相关⼯作包括但不限于:区域经理、地区经理和部⻔经理。入学要求:学⽣必须具备⼀定程度的英语语⾔能⼒。IIPM将接受附录1所显示的任何英语语⾔测试的成绩(注* ⼀些符合学⽣签证条件的学⽣可能会免于向移⺠局提供英语测试成绩,但学⽣将需要通过IIPM的内部英语评估考试) 。学科代码学科学科性质BSBHRM602 Manage human resources strategic planning选修BSBHRM604 Manage employee relations选修BSBINN601 Lead and manage organisationalchange选修BSBMGT615 Contribute to organisationdevelopment选修BSBMGT617 Develop and implement a businessplan选修BSBMKG603 Manage the marketing process选修BSBMKG607 Manage market research 选修BSBMKG609 Develop a marketing plan 选修课程详情课程时⻓⼊学时间52周 (包括假期) 每周⼀课程费⽤:报名费书本费学费$200 $200 $6,500
IIPM商科文凭课程
Updated: 23/09/2020(AEST)
IIPM
2
IIPM商科文凭课程
商科文凭课程课程代码:BSB50215CRICOS代码:094878A课程简介:该资格证书适⽤于已经具有⼯作职务的⼈,例如执⾏官、项⽬顾问和项⽬协调员。他们可能在⼯作上已具有丰富的经验,但仍希望在职业道路上进⼀步发展提升⾃⼰的技能。同时它也可能适⽤于很少或没有职业经验,但具有健全的理论业务技能和知识的⼈。获得此证书后,学⽣可以从事各类商业相关⼯作或继续进修,相关⼯作包括但不限于:商店经理、项⽬助理和项⽬协调员。入学要求:学⽣必须具备⼀定程度的英语语⾔能⼒。IIPM将接受附录1所显示的任何英语语⾔测试的成绩(注* ⼀些符合学⽣签证条件的学⽣可能会免于向移⺠局提供英语测试成绩,但学⽣将需要通过IIPM的内部英语评估考试) 。学科代码学科学科性质BSBHRM506 Manage recruitment selection andinduction process选修BSBWOR501 Manage personal work priorities andprofessional development选修BSBADM502 Manage meetings选修BSBCUS501 Manage quality customer service选修BSBHRM513 Manage workforce planning选修BSBPMG522 Undertake project work选修BSBRSK501 Manage risk选修BSBWHS501 Ensure a safe workplace选修课程详情课程时⻓⼊学时间52周 (包括假期) 每周⼀课程费⽤:报名费书本费学费$200 $200 $6,500
IIPM商科四级证书课程
Updated: 23/09/2020(AEST)
IIPM
2
IIPM商科四级证书课程
商科四级证书课程课程代码:BSB40215CRICOS代码:097114K课程简介:该资格证书适⽤于从事⾏政和项⽬管理⼯作的⼈员。此课程将帮助个⼈使⽤成熟的技能和⼴泛的知识来将解决⽅案应⽤于⼀系列不可预测的问题,并分析来⾃各种来源的信息。获得此证书后,学⽣可以从事各类商业相关⼯作或继续进修,相关⼯作包括但不限于:营销专员、⾏政经理和客户服务代表。入学要求:学⽣必须具备⼀定程度的英语语⾔能⼒。IIPM将接受附录1所显示的任何英语语⾔测试的成绩(注* ⼀些符合学⽣签证条件的学⽣可能会免于向移⺠局提供英语测试成绩,但学⽣将需要通过IIPM的内部英语评估考试) 。学科代码学科学科性质BSBCUS401 Coordinate in the implementation ofcustomer service strategies选修BSBWCUS403 Implement customer servicestandard选修BSBADM405 Organize meetings选修BSBREL401 Establish networks选修BSBHRM405 Support the recruitment selectionand induction of staff选修BSBHRM404 Review human resource function选修BSBLDR403 Lead team effectiveness选修BSBRES411 Analyze and present researchinformation选修BSBMCT402 Implement operational plan选修BSBWHS401 Implement and monitor WHSpolicies, procedures and programs选修课程详情课程时⻓⼊学时间52周 (包括假期) 每周⼀课程费⽤:报名费书本费学费$200 $200 $6,000
IIPM商科三级证书课程
Created: 23/09/2020(AEST)
IIPM
2
IIPM商科三级证书课程
商科三级证书课程课程代码:BSB30115CRICOS代码:097115J课程简介:该资格证书⾯向需要发展业务技能,沟通技能,个⼈组织策略和简单业务概念的国际学⽣。对于想在进⼊更⾼级别的课程的学⽣来说,是最佳的选择。获得此证书后,学⽣可以从事各类商业相关⼯作或继续进修,相关⼯作包括但不限于:⾏政经理、客户服务代表。入学要求:学⽣必须具备⼀定程度的英语语⾔能⼒。IIPM将接受附录1所显示的任何英语语⾔测试的成绩(注* ⼀些符合学⽣签证条件的学⽣可能会免于向移⺠局提供英语测试成绩,但学⽣将需要通过IIPM的内部英语评估考试) 。学科代码学科学科性质BSBWHS302Apply knowledge of WHS legislation inthe workplace必修BSBWHS304Participate effectively in WHScommunication and consultation process选修BSBWOR301Organise personal work priorities anddevelopment 选修BSBADM311Maintain business resources选修BSBCMM301Process customer complaints选修BSBCUS301Deliver and monitor service to customers选修BSBFLM305Support operational plan选修BSBINM301Organise workplace information选修BSBITU301Create and use databases选修BSBITU302Create electronic presentations选修BSBITU304 Produce spreadsheets选修BSBWRT301 Write simple documents选修课程详情课程时⻓⼊学时间52周 (包括假期) 每周⼀课程费⽤:报名费书本费学费$200 $200 $6,000
投资学入门
Updated: 17/05/2020(AEST)
Jacky
25
投资学入门
本课程系列主要讲投资,债券和股票。并详细介绍了各自的定义、特点及其基本分类。在主讲投资课程系列中,主要讲解各类投资,如证券投资,财产投资,个人投资等,估算投资回报和风险的估算方法,投资过程中风险与回报的关系;主讲债券课程系列中,介绍了债券是什么,债券的类型,为什么投资债券,有什么风险,债券和利率之间的反比例关系。主讲股票课程系列中,介绍了什么是股票,什么是股票市场,以及股票交易中的交易成本、证券市场指数 、基准和测度。