Who Needs RG146 / PS146 Training?
CASE STUDY: General Insurance Brokers
Do you?
- Refer your clients to Life Insurance Brokers?
- Want to provide income protection, trauma or life insurance products?
- Provide advice on or discuss tax benefits in relation to general insurance?
- Find yourself providing clients with other financial advice?
- See the benefit in leveraging your client relationship by providing them with a one-stop-shop?
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:
Far sighted General Insurance Brokers are diversifying and incorporating RG146 / PS146 into their business model. In this way they aim to generate additional revenue from existing clients by offering an increased range of investment advice.
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.