Who Needs RG146 / PS146 Training?
CASE STUDY: Financial Planners
Do you?
- Advise clients on which financial product types are best to invest in?
- Receive commissions/income for such advice?
- Have staff that function on an operational level that internally refer advice?
- Provide reinvestment advice for surplus income?
- Want to deal in income protection, trauma or life insurance rather than refer it?
If so, then ASIC policy requires...
Under the Financial Services Reform Act 2001, all individuals who provide incidental personal or general financial product advice to retail customers must meet the minimum training standards as outlined in ASIC Policy Statement 146.
In any event, your peers are:
While all Financial Planners should have attained full RG146 / PS146 certification by ASIC’s deadline of the 11th March 2004, some advisers may have a need to complete their Diploma of Financial Services (Financial Planning). In addition, as your business expands you may wish to further educate existing or new members of your staff to the required compliance standard. It is also possible that members of your staff are incidentally providing advice without the necessary skills or qualifications. PS146 Training Australia provides for rapid, no fuss and low cost solutions to these issues.
Next step?
The benefits?
These courses provide the first step towards increasing the value of your business by:
- Obtaining the requisite RG146 / PS146 knowledge and skills;
- Investigating the significant revenue opportunity; and
- Learning from experienced financial planners and other students working in the industry
Upon successful completion of this combined course, you will be able to provide personal advice on property ownership structure, listed property trusts, managed investments, managed investment schemes, income protection, life insurance, business overheads and trauma insurance.