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Financial Planning Courses
RG146
Accreditation (new entrants)
The
Australian Securities and Investments Commission (ASIC) has set minimum
requirements for the training of financial product advisors to give
them a set of knowledge and skills appropriate to their activties and
the financial products they work with. Anyone
who provides financial product advice to retail clients must meet these
minimum training standards by satisfactorally completing a training
course provided by an authorised assesser that is listed on the ASIC
Training Register.
The
Australian College of Professionals is an authorised provider and
assessor of these training courses and offers the Tier 1 RG146
Accreditation course for advisors working in the areas of Insurance,
Superannuation and Managed Investments.
Course
Overview:
This
course incorporates all of the minimum competencies to achieve the Tier
1 RG146 qualification. In order to achieve RG146 accredutation only,
students must complete both Core Modules 1 & 2 plus any one
Elective Module.
Module
|
Face
to Face
(days)
|
Correspondence |
RPL
Available? |
| 1.
Financial Services Overview |
2 |
 |
|
| 2.
Financial Advice and Products |
2 |
|
|
| 3.
Insurance (Elective) |
2 |
|
|
| 4.
Managed Investments (Elective) |
2 |
|
|
| 5.
Superannuation (Elective) |
2 |
|
|
Download
the full Course Brochure
After
completing this course you may go on to complete your Diploma of
Financial Planning.
Entry
Requirements:
There are
no minimum entry requirements for this course.
Pathways:
Preferred
pathways for candidates considering this qualification include:
- Employees
within the finance industry in the areas of insurance, managed
investments or superannuation
After
achieving this qualification candidates may undertake an upgraded
qualification in:
To upgrade
to the Diploma level qualification, students only need to complete the
remaining two elective modules.
Recognition
of Prior Learning (RPL)
You
may be assessed for Recognition of Prior Learning (RPL) or Recognition
of Current Competence (RCC) for one or more modules. This
means
that you will not need to attend training for that module.
Assessment is undertaken on an individual basis and determination of
RPL or RCC is based on the evidence of your previous experience and
learning.
Diploma of Financial
Planning
FNS50610
Course
Overview:
The Diploma
of Financial Planning
course incorporates all of the minimum competencies to achieve the
FNS5060 Diploma of Financial Planning qualification. In order to
achieve Diploma of
Financial Planning,
students must complete both Core Modules 1 & 2 and all three
elective modules outlined above.
At the completion of the Diploma of Financial Planning course, you will
be able to:
- Advise
clients on how best to purchase investment properties
- Show people
how to use their superannuation
- Sell
insurance
- Develop,
prepare and implement a Statement of Advice
Download
the full Course Brochure
Entry
Requirements:
There are
no minimum entry requirements for this course.
Pathways:
Preferred
pathways for candidates considering this qualification include:
- RG146
Accreditation holders
- Real Estate
professionals
If
you are a property agent who sells property to investors or a property
manager, this is definitely the course for you. You will be
able
to legally provide advice to your clients about the purchase and/or
management of investment properties. Without this
qualification,
under the Property, Stock and Business Agents Act 2002, you are not
permitted to give financial advice of any nature.
Recognition
of Prior Learning (RPL)
You
may be assessed for Recognition of Prior Learning (RPL) or Recognition
of Current Competence (RCC) for one or more modules. This
means
that you will not need to attend training for that module.
Assessment is undertaken on an individual basis and determination of
RPL or RCC is based on the evidence of your previous experience and
learning.
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