Who Needs RG146 / PS146 Training?
CASE STUDY: Investment Advisors
Do you?
- Organise seminars with a view to promotion of shares or property schemes?
- Provide opinions/recommendations/comparisons between such or any financial products?
- Discuss property ownership structures with your clients?
- Compare the performance of property to any financial products (e.g. shares vs. super)?
- Want to provide income protection, trauma or life insurance products?
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:
With increased uncertainty in the property market, Investment Advisers are diversifying and incorporating RG146 / PS146 into their business model. In this way they aim to generate additional revenue from existing clients by increasing the scope of the investment advice they can provide.
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.