RG146 CASE STUDY

Collection Notice Terms Privacy. I set up and ran an Australian Financial Services License for an accounting firm. How fast can I progress through the course? Get the skills that employers really want. Choosing your online RG training provider Monarch Institute works directly with a number of large financial services employers as an online RG training provider ensuring existing staff are adequately trained, accredited and compliant for their specific job role. The maximum time frame that you have will be outlined in the course brochure and on your training plan.

Licensing, disclosure and communication requirements Minimum trustee requirements to communicate with fund members Minimum legislative requirements in the financial services industry Current licensing arrangements for trustees of superannuation funds The disclosure documents required when providing financial product advice Module 3: If you worked for a fund manager, you might need to complete only the RG Investment Course. Happs , 2nd Jul, When completing the factfinder I assumed that Walter has insurance cover on his home, contents and motor vehicle. This means you will not have access to the online training and assessment system, new course material, student services and marking. You might only need RG course training to cover you providing general advice to consumers if you work for a superannuation company and are required to provide account balance information, or other general information about their super fund investment. In general, the assessment activities might consist of:.

RG146 Training Course 1- Managed Investments and Securities

Which RG course would you like to study? When completing the factfinder I assumed that Gg146 has insurance cover on his home, contents and motor vehicle.

rg146 case study

If you worked for a fund manager, you might need to complete only the RG Investment Course. Understanding your legal responsibilities The regulators of the superannuation industry Investment restriction rules Module This is why the Australian Government via ASIC released a regulatory guide called RG specifying what training and education people are cwse to do, in order to work in various roles within the financial services industry.

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You will receive a Statement of Attainment upon successful completion of this course to provide to your AFSL of choice. Insurance The concept of managing pure and speculative risks Underwriting Common features of insurance contracts Life insurance Personal risk insurance. Ultimately it depends on the job role as to what RG training if any you must complete.

This can be studied stand-alone, or is covered in the Advanced Diploma of Financial Planning. Some learners have the time to fully focus and complete the qualifications in the minimal amount of time, while others, due to life and work commitments, need to take things slower.

You must be supervised stuudy AIST’s office or at your workplace with an approved supervisor.

Happs2nd Jul, An important element is to understand your regulatory obligations comprehensively when giving financial advice, particularly the Future of Financial Advice FOFA reforms. Pinnacle does not issue certificates until the fees are paid in full.

Pinnacle Financial Services Academy – FAQs

In general, the assessment activities might consist of:. Choosing your online RG training provider Monarch Institute works directly with a number of large financial services employers as an online RG training provider ensuring existing staff are adequately trained, accredited and compliant for their specific job role.

What does everyone think??? Licensing, disclosure and communication requirements Minimum trustee requirements to communicate with fund members Minimum legislative requirements in the financial services industry Current licensing arrangements for trustees of superannuation funds The disclosure documents required when providing financial product advice Module 3: What if I have prior education?

From day 1, your course materials are packed with real-world examples, practical case studies, and challenges you can really sink your teeth in to. If the sun is shining an early morning horse ride is a must. This course is widely considered a necessary pre-requisite certification for most roles in the superannuation industry.

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RG for the Superannuation Industry

Every month we measure our student’s feedback. Who arranges my Skills Sttudy We will attempt to redebit your account 5 days after the failed payment.

rg146 case study

Unfortunately, we are unable to cater to special requirements after this timeframe. Did you know, you could have a Masters Degree in Economics and still be required to complete RG training if you wanted to work in many jobs within the financial services stuudy Can I start giving advice once I have completed the study? A good balance of work to stimulate the mind and Pilates to keep in shape. Join our investing community Sign up now! The facilitated activities and discussions with other participants cemented the course information and the practical assessments have given me the opportunity to put the knowledge into practice.

Taxation Principal concepts of taxation personal tax and tax on investment How is tax levied? It can sthdy up to 21 days from the time all your assessments have been deemed competent. How is everyone dealing with that for the calculation of interests and franked dividends etc.???

RG146 Training Courses

From memory the funds would need to be accessed in years, as it will experience less volatility than a growth fund over that time-frame. In March I was appointed Director at CLIME Private Wealth where I use my experience, technical knowledge and coaching abilities to provide advice to baby boomers transitioning into their version of retirement.

Depending upon the course, qualification and funding options, students may enrol in a single unit of competence or an entire qualification.