PROGRAM OVERVIEW HOST COMPANY DESCRIPTION

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2 PROGRAM OVERVIEW Although you may choose to do this program just for the intense experience/training it provides, the objective of this 2 month training and internship program is actually to provide you the training, experience, and exposure needed to get you a job in financial planning (full-time or part-time). Therefore, generally speaking, this program is recommended for individuals who are aiming to receive offers of employment, not just training/ work experience. After completing the internship, well-performing candidates are then introduced to the financial planning firms in the host company s network that have indicated an interest to hire. And based on the reputation, the host company s relationship, and the quality of the training program, many interns then succeed in receiving offers of employment. HOST COMPANY DESCRIPTION In addition to being an award-winning financial planning practice of the year, this host company actually serves as a financial planning operational services provider to an increasing large number of financial planning firms all across Sydney with a focus and a close relationship with AMP & Macquarie networks that frequently ask this host company to put forward their interns for job opportunities after completing this program

3 1. PRE-INTERNSHIP COMPONENTS AIPP s professional pre-internship training including but not limited to: PROFESSIONAL RESUME POLISHING SERVICE You will receive personalised, one to one training and support from AIPP to polish your resume professionally such that it has a real chance to get the right kind of attention of hiring managers - and contain the actual work experience / training you need to land a professional internship position with our award winning financial planning host company partner. Receipt of AIPP s professional resume template / instruction guide for the Student to complete and provide to AIPP. AIPP s individualised resume polishing service. INDUSTRY SPECIALIST INTERVIEW TRAINING AIPP Training guides on: - How to research a company properly before your interview; - How to dress / what to bring to your interview; - What to do when you arrive for your interview; - Modern interview question examples and successful answering techniques; - What to write in a thank you after your interview. Worksheets on key training materials.

4 ONE TO ONE INTERVIEW PRACTICE One-to-one online interview sessions to give you the practice, experience, training, and confidence you need to excel in your interview to join our host company - a valuable experience not only for the purpose of your successful placement in the AIPP Financial Planning Training & Internship Program, but also valuable experience for any future job or promotion interview you may attend. Up to 5 x 45 minute one-to-one online interview practice sessions with AIPP s professional interview trainers. FULL MONEY BACK GUARANTEE THAT AIPP WILL ORGANISE YOUR INTERNSHIP PLACEMENT SUCCESSFULLY We have full confidence in our ability to train you and organise a successful, professional internship placement for you that AIPP provides a 100% money back guarantee to organise your placement within 45 days of you joining program (please note the average placement time requirement is 2 weeks).

5 2. TRAINING & INTERNSHIP PROGRAM COMPONENTS Technical, intense, industry training and internship program (2 DAYS PER WEEK) LEARN THE DIFFERENCE BETWEEN AUSTRALIA S DIFFERENT FINANCIAL INSTITUTIONS PRODUCTS E.g. Why an advisor might recommend a Colonial First State managed fund to a 35-year-old man, whereas the same advisor might recommend a BT managed fund product to a 60-year-old female accountant. FINANCIAL PLANNING TRAINING (RG146 RELATED CONTENT) You will receive a considerable amount of training on RG146 related material (valued at over $1000), which will become the base of your financial planning knowledge, and the beginning of your successful career as an authoritative financial planning professional. Investments, Mortgage Broking, Taxation, Advice Duties Insurance (Life, TPD, Trauma, Income Protection), Superannuation, Retirement Planning, and more Industry Best Adviser Software and Tools End-to-End Administration Process Duty Experience (For more details please see the training & internship syllabus provided below)

6 ADVICE DUTIES Introduction to Advice Duties Best Interest Duty and Safe Harbour Guide Client Information Gathering Advice Documentation Advice Formulation Approved Products and Services List (APSL) MORTGAGE BROKING Requirements for a Home Loan Home Loan Structure and Reasoning Software Guidance and Training Purpose of Lending TAXATION Personal Income Tax Capital Gains Tax (CGT) Tax structures INSURANCE Objective of Insurance Personal Insurance Considerations Premium Structure Ownership Structure Occupation and Health Pre-assessment TPD INSURANCE What is TPD Insurance What is the Purpose of TPD Insurance Who is Eligible to Apply Key Definitions and Terms RETIREMENT Introduction to Centrelink Categorising payments Maximum Payment Rates Income Testing & Asset Testing Strategy Considerations Account Based Pensions Grandfathered Account Based Pensions SUPERANNUATION Retail Superannuation Funds Industry Superannuation Funds Employer Superannuation Funds Superannuation Analysis and Comparison INVESTMENTS Investment Structures Asset Classes Investment Strategy and Style Portfolio Construction Portfolio Analysis INCOME PROTECTION INSURANCE What is Income Protection Insurance What is the Purpose of Income Protection Insurance Who is Eligible to Apply Key Definitions and Terms TRAUMA INSURANCE What is Trauma Insurance What is the Purpose of Trauma Insurance Who is Eligible to Apply Key Definitions and Terms LIFE INSURANCE What is Life Insurance What is the purpose of Life Insurance Who is eligible to apply Key Definitions and Terms

7 CAREER DEVELOPMENT TO BECOME THE BEST, YOU MUST BE TRAINED BY THE BEST! When you join this program, you will gain work experience & mentoring directly from the directors of one of Australia s leading, cutting-edge, financial planning firms with multiple industry awards located in Wynyard, the center of the city, & the heart of Australia s financial district. Additionally, you will have resume and cover letter training, one-on-one mock interview and feedback, and LinkedIn construction training, and more, aimed specifically at entering successful financial planning companies. CAREER GUIDANCE & SKILLS DEVELOPMENT LinkedIn Construction Interview Preparation Resume Guidance Business Development Skills Professional Presentation Instructions INCREASE YOUR EMPLOYABILITY AND COMPETITIVENESS You will receive exposure to a broad range of business activities such that upon completing this program, you will be able to walk into / be introduced to a financial planning company & understand from A to Z how the financial planning industry works, and know how to do the job. Discover true insight into the day-to-day operation of a highly competitive financial planning firm, have the opportunity to work in a team and gain valuable hands-on experience in doing real-life cases / work ADVISER SOFTWARE AND TOOLS ChantWest Comparison Software COIN Client Record Management Insurance Needs Analysis Tools Insurance Quoting Tools Cashflow Analysis Tools Investment Portfolio Matrix ADMINISTRATION DUTIES Office Maintenance and Operation Client File Creation Client Record Management Technology Training IMPROVE YOUR PROFESSIONAL COMMUNICATION ABILITY The best way to develop any skill is to use it. You will have extensive levels of exposure to the senior management team who will help you grow ONGOING SUPPORT For your personal and professional career path development.

8 BONUS COMPONENTS The following components are subject to performance EXTENDED INTERNSHIP EXPOSURE (+ UP TO 3 DAYS A WEEK) You will receive personalised, one to one training and support to polish your resume professionally such that it has a real chance to get the right kind of attention of hiring managers - and contain the actual work experience / training you need to land a professional job position with one of the host company s financial planning clients. JOB PLACEMENT & RECRUITMENT SERVICE INITIATIVE Successful candidates will be actively introduced to industry partners for job interviews organised by the host company s financial planning partners within both the AMP & Macquarie financial planning networks who have indicated a clear interest to employ a junior staff member who has undergone this intense training & internship program from our host company.

9 3. POST-INTERNSHIP COMPONENTS ( BONUS COMPONENTS SUBJECT TO PERFORMANCE ) TALENT POOL INCLUSION After you complete the program, you ll enter the talent pool, where you ll be actively exposed / introduced to the AMP network of financial advisers. ONGOING JOB PLACEMENT OPPORTUNITIES Great placement opportunities to connect you with great potential employers. Outstanding candidates will have interview opportunities with financial advisers through our network. TALENT REPORT & CERTIFICATE OF COMPLETION You ll receive an official talent report as a reference letter and a certificate of completion once you finish your program for your future reference

10 HOW TO APPLY: To be accepted into the AIPP Financial Planning Training & Internship Program, you must first attend an eligibility assessment interview with an AIPP consultant The AIPP Financial Planning Training & Internship Program enrolment fee is $1800, for which the payment options will be discussed in detail with you in your eligibility assessment interview. Register for your Program Entry Eligibility Assessment Interview REGISTER On behalf of the AIPP team, thank you and best of luck with your application!

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