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Workshop Schedule
- Pathway to Fellow Chartered Financial Practitioner
- 4th Dec -
- Diploma of Financial Services (Financial Planning)
- 8th Dec - 18th Dec
- Financial Advice (Financial Planning)
- 8th Dec - 10th Dec
- Specialist Adviser (General Advice)
- 8th Dec - 8th Dec
- Specialist Adviser (Personal Advice)
- 8th Dec - 10th Dec
- Tier 1 Specialist Adviser - Insurance (General Advice)
- 8th Dec - 12th Dec
- Tier 1 Specialist Adviser - Insurance (Personal Advice)
- 8th Dec - 12th Dec
- Tier 1 Specialist Adviser - Superannuation (General Advice)
- 8th Dec - 16th Dec
- Tier 1 Specialist Adviser - Superannuation (Personal Advice)
- 8th Dec - 16th Dec
- Tier 1 Specialist Adviser - Investment Planning (General Advice)
- 8th Dec - 18th Dec
- Tier 1 Specialist Adviser - Investment Planning (Personal Advice)
- 8th Dec - 18th Dec
- General Insurance (General Advice)
- -
- Advanced Diploma of Financial Services
- -
- Taxation Planning
- -
- Estate Planning
- -
- Advanced Investment Planning
- -
- Financial Planning
- -
- Foreign Exchange
- -
- Foreign Exchange (General Advice)
- -
- Foreign exchange (Personal advice)
- -
- Derivatives (General Advice)
- 8th Dec -
- Derivatives (Personal Advice)
- 8th Dec -
- Securities (General Advice)
- -
- Securities (Personal Advice)
- -
- Accountants Bridging Course - Superannuation
- -
- Financial Markets
- -
- Professional Indemnity Insurance (General Advice)
- -
- Recognition of Current Competencies
- -
- Australian Industry Essentials
- 8th Dec - 8th Dec
- Diploma of Financial Services (Financial Planning)
- 8th Dec - 18th Dec
- Financial Advice
- -
- Generic Knowledge
- -
- Insurance (Personal Advice)
- -
- Insurance (General Advice)
- -
- Superannuation (Personal Advice)
- -
- Superannuation (General Advice)
- -
- Investments (Personal Advice)
- -
- Investments (General Advice)
- -
- Financial Advice (Financial Planning)
- 8th Dec - 10th Dec
- Continuing Professional Development (1 - 10 advisers)
- -
- Continuing Professional Development (10+ advisers)
- -
- Continuing Professional Development (50+ advisers)
- -
- Continuing Professional Development (100+ advisers)
- -
- Continuing Professional Development (500+ advisers)
- -
- Continuing Professional Development (1000+ advisers)
- -
- Pathway to Fellow Chartered Financial Practitioner
- -
- Diploma of Financial Services (Financial Planning)
- 8th Dec - 30th Jan
- Financial Advice (Financial Planning)
- 8th Dec - 14th Jan
- Specialist Adviser (General Advice)
- 8th Dec - 8th Dec
- Specialist Adviser (Personal Advice)
- 8th Dec - 14th Jan
- Tier 1 Specialist Adviser - Insurance (General Advice)
- 8th Dec - 16th Jan
- Tier 1 Specialist Adviser - Insurance (Personal Advice)
- 8th Dec - 16th Jan
- Tier 1 Specialist Adviser - Superannuation (General Advice)
- 8th Dec - 16th Dec
- Tier 1 Specialist Adviser - Superannuation (Personal Advice)
- 8th Dec - 16th Dec
- Tier 1 Specialist Adviser - Investment Planning (General Advice)
- 8th Dec - 30th Jan
- Tier 1 Specialist Adviser - Investment Planning (Personal Advice)
- 8th Dec - 30th Jan
- General Insurance (General Advice)
- -
- Advanced Diploma of Financial Services
- -
- Taxation Planning
- -
- Estate Planning
- -
- Advanced Investment Planning
- 25th Nov - 26th Nov
- Financial Planning
- 27th Nov - 28th Nov
- Foreign Exchange
- -
- Foreign Exchange (General Advice)
- -
- Foreign exchange (Personal advice)
- -
- Derivatives (General Advice)
- 8th Dec -
- Derivatives (Personal Advice)
- 8th Dec -
- Securities (General Advice)
- -
- Securities (Personal Advice)
- -
- Accountants Bridging Course - Superannuation
- -
- Financial Markets
- -
- Professional Indemnity Insurance (General Advice)
- -
- Recognition of Current Competencies
- -
- Australian Industry Essentials
- 8th Dec - 8th Dec
- Diploma of Financial Services (Financial Planning)
- 8th Dec - 30th Jan
- Financial Advice
- -
- Generic Knowledge
- -
- Insurance (Personal Advice)
- -
- Insurance (General Advice)
- -
- Superannuation (Personal Advice)
- -
- Superannuation (General Advice)
- -
- Investments (Personal Advice)
- -
- Investments (General Advice)
- -
- Financial Advice (Financial Planning)
- 8th Dec - 14th Jan
- Continuing Professional Development (1 - 10 advisers)
- -
- Continuing Professional Development (10+ advisers)
- -
- Continuing Professional Development (50+ advisers)
- -
- Continuing Professional Development (100+ advisers)
- -
- Continuing Professional Development (500+ advisers)
- -
- Continuing Professional Development (1000+ advisers)
- -
- Pathway to Fellow Chartered Financial Practitioner
- -
- Diploma of Financial Services (Financial Planning)
- 24th Nov - 12th Dec
- Financial Advice (Financial Planning)
- 24th Nov - 26th Nov
- Specialist Adviser (General Advice)
- 24th Nov - 24th Nov
- Specialist Adviser (Personal Advice)
- 24th Nov - 26th Nov
- Tier 1 Specialist Adviser - Insurance (General Advice)
- 24th Nov - 28th Nov
- Tier 1 Specialist Adviser - Insurance (Personal Advice)
- 24th Nov - 28th Nov
- Tier 1 Specialist Adviser - Superannuation (General Advice)
- 24th Nov - 10th Dec
- Tier 1 Specialist Adviser - Superannuation (Personal Advice)
- 24th Nov - 10th Dec
- Tier 1 Specialist Adviser - Investment Planning (General Advice)
- 24th Nov - 12th Dec
- Tier 1 Specialist Adviser - Investment Planning (Personal Advice)
- 24th Nov - 12th Dec
- General Insurance (General Advice)
- -
- Advanced Diploma of Financial Services
- -
- Taxation Planning
- -
- Estate Planning
- -
- Advanced Investment Planning
- -
- Financial Planning
- -
- Foreign Exchange
- -
- Foreign Exchange (General Advice)
- -
- Foreign exchange (Personal advice)
- -
- Derivatives (General Advice)
- 24th Nov -
- Derivatives (Personal Advice)
- 24th Nov -
- Securities (General Advice)
- -
- Securities (Personal Advice)
- -
- Accountants Bridging Course - Superannuation
- -
- Financial Markets
- -
- Professional Indemnity Insurance (General Advice)
- -
- Recognition of Current Competencies
- -
- Australian Industry Essentials
- 24th Nov - 24th Nov
- Diploma of Financial Services (Financial Planning)
- 24th Nov - 12th Dec
- Financial Advice
- -
- Generic Knowledge
- -
- Insurance (Personal Advice)
- -
- Insurance (General Advice)
- -
- Superannuation (Personal Advice)
- -
- Superannuation (General Advice)
- -
- Investments (Personal Advice)
- -
- Investments (General Advice)
- -
- Financial Advice (Financial Planning)
- 24th Nov - 26th Nov
- Continuing Professional Development (1 - 10 advisers)
- -
- Continuing Professional Development (10+ advisers)
- -
- Continuing Professional Development (50+ advisers)
- -
- Continuing Professional Development (100+ advisers)
- -
- Continuing Professional Development (500+ advisers)
- -
- Continuing Professional Development (1000+ advisers)
- -
- Pathway to Fellow Chartered Financial Practitioner
- -
- Diploma of Financial Services (Financial Planning)
- 2nd Feb - 20th Feb
- Financial Advice (Financial Planning)
- 2nd Feb - 31st Mar
- Specialist Adviser (General Advice)
- 2nd Feb - 2nd Feb
- Specialist Adviser (Personal Advice)
- 2nd Feb - 31st Mar
- Tier 1 Specialist Adviser - Insurance (General Advice)
- 2nd Feb - 6th Feb
- Tier 1 Specialist Adviser - Insurance (Personal Advice)
- 2nd Feb - 6th Feb
- Tier 1 Specialist Adviser - Superannuation (General Advice)
- 2nd Feb - 18th Feb
- Tier 1 Specialist Adviser - Superannuation (Personal Advice)
- 2nd Feb - 18th Feb
- Tier 1 Specialist Adviser - Investment Planning (General Advice)
- 2nd Feb - 20th Feb
- Tier 1 Specialist Adviser - Investment Planning (Personal Advice)
- 2nd Feb - 20th Feb
- General Insurance (General Advice)
- -
- Advanced Diploma of Financial Services
- -
- Taxation Planning
- -
- Estate Planning
- -
- Advanced Investment Planning
- -
- Financial Planning
- -
- Foreign Exchange
- -
- Foreign Exchange (General Advice)
- -
- Foreign exchange (Personal advice)
- -
- Derivatives (General Advice)
- 2nd Feb -
- Derivatives (Personal Advice)
- 2nd Feb -
- Securities (General Advice)
- -
- Securities (Personal Advice)
- -
- Accountants Bridging Course - Superannuation
- -
- Financial Markets
- -
- Professional Indemnity Insurance (General Advice)
- -
- Recognition of Current Competencies
- -
- Australian Industry Essentials
- 2nd Feb - 2nd Feb
- Diploma of Financial Services (Financial Planning)
- 2nd Feb - 20th Feb
- Financial Advice
- -
- Generic Knowledge
- -
- Insurance (Personal Advice)
- -
- Insurance (General Advice)
- -
- Superannuation (Personal Advice)
- -
- Superannuation (General Advice)
- -
- Investments (Personal Advice)
- -
- Investments (General Advice)
- -
- Financial Advice (Financial Planning)
- 2nd Feb - 31st Mar
- Continuing Professional Development (1 - 10 advisers)
- -
- Continuing Professional Development (10+ advisers)
- -
- Continuing Professional Development (50+ advisers)
- -
- Continuing Professional Development (100+ advisers)
- -
- Continuing Professional Development (500+ advisers)
- -
- Continuing Professional Development (1000+ advisers)
- -
- Pathway to Fellow Chartered Financial Practitioner
- -
- Diploma of Financial Services (Financial Planning)
- -
- Financial Advice (Financial Planning)
- -
- Specialist Adviser (General Advice)
- -
- Specialist Adviser (Personal Advice)
- -
- Tier 1 Specialist Adviser - Insurance (General Advice)
- -
- Tier 1 Specialist Adviser - Insurance (Personal Advice)
- -
- Tier 1 Specialist Adviser - Superannuation (General Advice)
- -
- Tier 1 Specialist Adviser - Superannuation (Personal Advice)
- -
- Tier 1 Specialist Adviser - Investment Planning (General Advice)
- -
- Tier 1 Specialist Adviser - Investment Planning (Personal Advice)
- -
- General Insurance (General Advice)
- -
- Advanced Diploma of Financial Services
- -
- Taxation Planning
- -
- Estate Planning
- -
- Advanced Investment Planning
- -
- Financial Planning
- -
- Foreign Exchange
- -
- Foreign Exchange (General Advice)
- -
- Foreign exchange (Personal advice)
- -
- Derivatives (General Advice)
- -
- Derivatives (Personal Advice)
- -
- Securities (General Advice)
- -
- Securities (Personal Advice)
- -
- Accountants Bridging Course - Superannuation
- -
- Financial Markets
- -
- Professional Indemnity Insurance (General Advice)
- -
- Recognition of Current Competencies
- -
- Australian Industry Essentials
- -
- Diploma of Financial Services (Financial Planning)
- -
- Financial Advice
- -
- Generic Knowledge
- -
- Insurance (Personal Advice)
- -
- Insurance (General Advice)
- -
- Superannuation (Personal Advice)
- -
- Superannuation (General Advice)
- -
- Investments (Personal Advice)
- -
- Investments (General Advice)
- -
- Financial Advice (Financial Planning)
- -
- Continuing Professional Development (1 - 10 advisers)
- -
- Continuing Professional Development (10+ advisers)
- -
- Continuing Professional Development (50+ advisers)
- -
- Continuing Professional Development (100+ advisers)
- -
- Continuing Professional Development (500+ advisers)
- -
- Continuing Professional Development (1000+ advisers)
- -
- Pathway to Fellow Chartered Financial Practitioner
- -
- Diploma of Financial Services (Financial Planning)
- -
- Financial Advice (Financial Planning)
- -
- Specialist Adviser (General Advice)
- -
- Specialist Adviser (Personal Advice)
- -
- Tier 1 Specialist Adviser - Insurance (General Advice)
- -
- Tier 1 Specialist Adviser - Insurance (Personal Advice)
- -
- Tier 1 Specialist Adviser - Superannuation (General Advice)
- -
- Tier 1 Specialist Adviser - Superannuation (Personal Advice)
- -
- Tier 1 Specialist Adviser - Investment Planning (General Advice)
- -
- Tier 1 Specialist Adviser - Investment Planning (Personal Advice)
- -
- General Insurance (General Advice)
- -
- Advanced Diploma of Financial Services
- -
- Taxation Planning
- -
- Estate Planning
- -
- Advanced Investment Planning
- -
- Financial Planning
- -
- Foreign Exchange
- -
- Foreign Exchange (General Advice)
- -
- Foreign exchange (Personal advice)
- -
- Derivatives (General Advice)
- -
- Derivatives (Personal Advice)
- -
- Securities (General Advice)
- -
- Securities (Personal Advice)
- -
- Accountants Bridging Course - Superannuation
- -
- Financial Markets
- -
- Professional Indemnity Insurance (General Advice)
- -
- Recognition of Current Competencies
- -
- Australian Industry Essentials
- -
- Diploma of Financial Services (Financial Planning)
- -
- Financial Advice
- -
- Generic Knowledge
- -
- Insurance (Personal Advice)
- -
- Insurance (General Advice)
- -
- Superannuation (Personal Advice)
- -
- Superannuation (General Advice)
- -
- Investments (Personal Advice)
- -
- Investments (General Advice)
- -
- Financial Advice (Financial Planning)
- -
- Continuing Professional Development (1 - 10 advisers)
- -
- Continuing Professional Development (10+ advisers)
- -
- Continuing Professional Development (50+ advisers)
- -
- Continuing Professional Development (100+ advisers)
- -
- Continuing Professional Development (500+ advisers)
- -
- Continuing Professional Development (1000+ advisers)
- -
- Pathway to Fellow Chartered Financial Practitioner
- -
- Diploma of Financial Services (Financial Planning)
- -
- Financial Advice (Financial Planning)
- -
- Specialist Adviser (General Advice)
- -
- Specialist Adviser (Personal Advice)
- -
- Tier 1 Specialist Adviser - Insurance (General Advice)
- -
- Tier 1 Specialist Adviser - Insurance (Personal Advice)
- -
- Tier 1 Specialist Adviser - Superannuation (General Advice)
- -
- Tier 1 Specialist Adviser - Superannuation (Personal Advice)
- -
- Tier 1 Specialist Adviser - Investment Planning (General Advice)
- -
- Tier 1 Specialist Adviser - Investment Planning (Personal Advice)
- -
- General Insurance (General Advice)
- -
- Advanced Diploma of Financial Services
- -
- Taxation Planning
- -
- Estate Planning
- -
- Advanced Investment Planning
- -
- Financial Planning
- -
- Foreign Exchange
- -
- Foreign Exchange (General Advice)
- -
- Foreign exchange (Personal advice)
- -
- Derivatives (General Advice)
- -
- Derivatives (Personal Advice)
- -
- Securities (General Advice)
- -
- Securities (Personal Advice)
- -
- Accountants Bridging Course - Superannuation
- -
- Financial Markets
- -
- Professional Indemnity Insurance (General Advice)
- -
- Recognition of Current Competencies
- -
- Australian Industry Essentials
- -
- Diploma of Financial Services (Financial Planning)
- -
- Financial Advice
- -
- Generic Knowledge
- -
- Insurance (Personal Advice)
- -
- Insurance (General Advice)
- -
- Superannuation (Personal Advice)
- -
- Superannuation (General Advice)
- -
- Investments (Personal Advice)
- -
- Investments (General Advice)
- -
- Financial Advice (Financial Planning)
- -
- Continuing Professional Development (1 - 10 advisers)
- -
- Continuing Professional Development (10+ advisers)
- -
- Continuing Professional Development (50+ advisers)
- -
- Continuing Professional Development (100+ advisers)
- -
- Continuing Professional Development (500+ advisers)
- -
- Continuing Professional Development (1000+ advisers)
- -
- Pathway to Fellow Chartered Financial Practitioner
- -
- Diploma of Financial Services (Financial Planning)
- 2nd Mar - 20th Mar
- Financial Advice (Financial Planning)
- 2nd Mar - 3rd Mar
- Specialist Adviser (General Advice)
- 2nd Mar - 2nd Mar
- Specialist Adviser (Personal Advice)
- 2nd Mar - 3rd Mar
- Tier 1 Specialist Adviser - Insurance (General Advice)
- 2nd Mar - 6th Mar
- Tier 1 Specialist Adviser - Insurance (Personal Advice)
- 2nd Mar - 6th Mar
- Tier 1 Specialist Adviser - Superannuation (General Advice)
- 2nd Mar - 18th Mar
- Tier 1 Specialist Adviser - Superannuation (Personal Advice)
- 2nd Mar - 18th Mar
- Tier 1 Specialist Adviser - Investment Planning (General Advice)
- 2nd Mar - 20th Mar
- Tier 1 Specialist Adviser - Investment Planning (Personal Advice)
- 2nd Mar - 20th Mar
- General Insurance (General Advice)
- -
- Advanced Diploma of Financial Services
- -
- Taxation Planning
- -
- Estate Planning
- -
- Advanced Investment Planning
- -
- Financial Planning
- -
- Foreign Exchange
- -
- Foreign Exchange (General Advice)
- -
- Foreign exchange (Personal advice)
- -
- Derivatives (General Advice)
- 2nd Mar -
- Derivatives (Personal Advice)
- 2nd Mar -
- Securities (General Advice)
- -
- Securities (Personal Advice)
- -
- Accountants Bridging Course - Superannuation
- -
- Financial Markets
- -
- Professional Indemnity Insurance (General Advice)
- -
- Recognition of Current Competencies
- -
- Australian Industry Essentials
- 2nd Mar - 2nd Mar
- Diploma of Financial Services (Financial Planning)
- 2nd Mar - 20th Mar
- Financial Advice
- -
- Generic Knowledge
- -
- Insurance (Personal Advice)
- -
- Insurance (General Advice)
- -
- Superannuation (Personal Advice)
- -
- Superannuation (General Advice)
- -
- Investments (Personal Advice)
- -
- Investments (General Advice)
- -
- Financial Advice (Financial Planning)
- 2nd Mar - 3rd Mar
- Continuing Professional Development (1 - 10 advisers)
- -
- Continuing Professional Development (10+ advisers)
- -
- Continuing Professional Development (50+ advisers)
- -
- Continuing Professional Development (100+ advisers)
- -
- Continuing Professional Development (500+ advisers)
- -
- Continuing Professional Development (1000+ advisers)
- -
Workshop Schedule »
PS146 Training Australia is the leading national financial services training provider
Investment Advisers
- Property ownership structures & trusts
- Managed investments
- Securities, bonds and shares
- Foreign exchange and derivatives
If you want to be an Investment Adviser OR you want RG146/PS146 compliance to provide investment advice, one of these courses is for you.
| Course Options |
General Advice
If you only intend to inform clients about a product without making a recommendation, this is the course is for you. |
Personal Advice
If you intend to recommend a product taking a clients personal situation into account, this is the course for you. |
| Delivery Options |
Distance Learning |
- Email feedback
- 1300 trainer phone support
- 45% discount
|
$885 |
| Book online now » |
|
|
|
| Delivery Options |
Distance Learning |
- Email feedback
- 1300 trainer phone support
- 45% discount
|
$1,180 |
| Book online now » |
|
|
|
No exams - Assessed as you go
