Training Course:Advice in Superannuation and Managed InvestmentsSchool/Trainer:Australian College of Commerce and Management
Balcatta, WA, Australia
Course Format: Classroom | E-learning | Virtual Class | Online/Live | On-site/In-house | Blended | Self-paced
Course Description:
'' This course which is on the ASIC approved register covers the requirements for providing advice in Investments and Superannuation and is RG146 compliant. It also includes areas relating to taxation, disclosure, compliance, investments and retirement income streams. Superannuation and Managed Investment advice can be either general advice or personal advice, this course covers both.
Completion of this course will allow you to give your clients advice in this area, provided you are an accredited authorised representative of an AFSL Licence holder. Some dealer groups (AFSL Licence holders) may also require you to complete the Diploma of Financial Services (Financial Planning) FNS50804 (DFS1) and the other related Advice in modules being Advice in Life Insurance (DFS2) and Advice in Derivative and Securities (DFS3).
Competency Units
FNSASIC503UB Provide Advice in Superannuation
FNSASIC503TB Provide Advice in Managed Investments
FNSICCUS506B Determine client requirements and expectations
FNSICCUS507B Record and implement client instructions
FNSICPRO502B Conduct research to support recommendations
FNSICADV502B Provide appropriate and timely information and advice to clients ...''
Elements of this syllabus are subject to change.
Please go to the school's official website for training price and schedule:
http://www.aamctraining.edu.au/
Phone:1800 662 262, + 61 8 9344 4088
School Address/Venue(s):
Unit 9, 17 Foley Street
Balcatta WA 6021
Australia
Jobs & Resumes: Balcatta
Houses & Roommates: Balcatta
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