Who Needs RG146 / PS146 Training?
CASE STUDY: Mortgage Brokers
Do you?
- Want to provide income protection, trauma or life insurance products?
- Receive a fee for referring your clients to life insurance agents or financial planners?
- Discuss property ownership structures with your clients?
- Provide reinvestment advice for surplus income?
- Provide advice in regards to managed investments, life insurance, tax or superannuation?
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, real estate agents and accountants are diversifying and incorporating RG146 / PS146 into their business model so that they can provide 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.