It employs a lot of Australians. It is important to appreciate that it is unlawful to provide advice to Australian retail clients in any area or on any financial product where you do not meet the education standards in accordance with ASIC RG guidelines, and be authorised by an Australian Financial Services Licensee AFSL.
That is often your employer, however self employed people can also obtain their own AFSL. 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 industry? Ultimately it depends on the job role as to what RG training if any you must complete. There are knowledge and skill areas covered in the ASIC course units. An important element is to understand your regulatory obligations comprehensively when giving financial advice, particularly the Future of Financial Advice FOFA reforms.
If you have studied elsewhere, we will look at your qualifications and experience and provide advice on your options regarding obtaining recognition of prior learning RPL.
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. Or vice versa. 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.
On the other hand, if your job role required you to provide consumers with advice about which type of fund is best suited to their specific needs, or how much additional super contributions they should make, you would then be required to complete RG training that covers both general AND personal advice. Get in touch with our friendly course consultants today, who can advise you about your RG compliance requirements.
I set up and ran an Australian Financial Services License for an accounting firm. In I co-authored and delivered a business succession insurance training program for financial planners and accountants for the Business Risk Institute of Australia. 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.
Before that, I worked for over seven years as an associate adviser for another financial planning company. I enjoy catching up with friends, going for walks with my wife and following the North Melbourne Football Club. I have undertaken a variety of roles, mostly within large corporations, but also with a number of small businesses. If the sun is shining an early morning horse ride is a must. A good balance of work to stimulate the mind and Pilates to keep in shape.
And never a dull moment with three children and a close family living nearby. I am a qualified financial planner with tertiary and vocational qualifications in financial planning and law.
I have worked as a financial planner for a large Australian bank and boutique wealth management firm for over 10 years, and prior to that, as a fund accountant for a London-based asset manager. I am usually woken up by my three children first! I get excited to see my heirloom tomatoes growing strongly in spring. Find your course below. 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.
Redesigned with convenience, speed and relevance in mind, our newly upgraded RG Superannuation course can give you, or your organisation, a leading edge — in less time than it did previously. Offering an entirely new and improved learning experience together with the same level of flexibility and technical nous you have come to expect, the newly upgraded course features a streamlined course structure, more targeted content and clearer explanations of key concepts.
RG Superannuation is offered as a choice of e-learning, virtual workshop, face to face workshop or blended learning formats to fit around busy schedules. Flexible online learning This fully online, self-paced e-learning course is accessible on any device at any time.
All modules can be accessed on any device that has internet access, so learners can study in the office, at home, or while traveling to and from work. This is a great option for those who prefer to interact with ASFA's experienced trainers and network with industry peers.
The virtual workshop course is run over 3 days with 5 hours of facilitated workshop time each day. Workshop A two-day workshop format is an option for those who prefer to learn face-to-face with ASFA's experienced trainers and network with industry peers. Blended format For corporate groups only — ASFA's RG Superannuation course is flexible enough to be delivered in a blended format with a tailored combination of a series of virtual workshops complemented by interactive e-learning modules.
While completing your online course you will be fully supported by our trainers. Virtual — Learn with a mix of online and scheduled virtual meetings with your peers and our trainers.
This learning style provides multiple interactive discussions, networking opportunities and motivates you throughout your learning. Workshops — Learn in a face to face, classroom environment. Workshop classes are limited and based on demand. Contact us on if you are interested in completing this course in a workshop. Course 1 — Providing General advice and personal advice on deposit products. Recognition of Prior Learning is a form of assessment that acknowledges the skills and knowledge you already have.
Such skills and knowledge may have been gained through: formal or informal training conducted by industry or education institutions; work experience; life experience. The main principle underpinning RPL is that for competency-based training the focus should be on the outcomes of learning, rather than how, when or where the learning occurred. In order to grant RPL, the assessor must be confident that the candidate is currently competent against the endorsed industry or enterprise competency standards or outcomes specified in the Australian Qualifications Framework AQF accredited courses.
As a form of assessment, RPL uses a process known as competency-based assessment. Please ensure you read and understand how this works and how to have your skills and knowledge recognised. Complete our RPL eligibility form here. Assessments for this course will be provided on your learner portal, which is accessible via Desktop, tablet or mobile.
These assessments vary depending on the unit within the qualification and can include the following:. To find out more information about assessments and completion requirements, you can contact us here.
Our system works best with the following browsers: Safari, Chrome, Firefox, and Internet Explorer Some assessments may require you to record using a device such as a smartphone and submit via our eLearning portal. To find out more about assessments and completion requirements, you can contact us here. After you have completed enrolment into your qualification or course, your enrolment will be processed by our team within one 1 business day.
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