Who Needs RG146 / PS146 Training?
CASE STUDY: Superannuation Agents
Do you?
- Provide advice on and deal with superannuation funds?
- Do you provide recommendations to which super fund clients should subscribe?
- Do you encounter issues dealing with wills, estates and managed funds?
- Want to provide clients with advice about mortgages or insurance products?
- Want to be able to provide advice on other financial product types?
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.
While you are most likely already compliant in relation to Life Insurance and Insurance Broking, you should also consider becoming compliant in the related areas of Managed Investments & Securities, Superannuation, Taxation and Estate Planning.
In any event, your peers are:
Superannuation Agents should have already attained basic RG146 / PS146 accreditation in order that they may continue to provide advice on superannuation. When dealing with superannuation, there are often other financial product types encountered, such as managed investments and insurance. Rather than referring this income stream externally, simply complete PS146 Training Courses 1 and 2 and start the process of generating this income for yourself.
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.