RG146 Foreign Exchange Advisers course

Foreign Exchange Adviser Course

The Foreign Exchange Adviser Knowledge & Skills course is designed for individuals who require authorisation by an Australian Financial Services License (AFSL) holder to provide advice on regulated Foreign Exchange products.

 For existing authorised representatives, successful completion of this course allows you to extend your advisory range into Foreign Exchange products.

Focused on your Success

We recognise that employers are increasingly looking for candidates who are aware of the challenges of being a successful financial adviser.

Often a candidate’s Qualification is the only evidence that they possess the technical knowledge and skills requirements to conduct themselves professionally as an authorised representative. Unfortunately, this can not be said for all training providers.

With a RG 146 Training Australia (formerly known as PS146 Training Australia) qualification you have confidence in the fact that you will be equipped with the skills and knowledge gained from a credible industry-endorsed program that employs best practice assessment standards, helping you graduate at the leading edge of your chosen field.

“RG146 Training Australia simply makes our lives easier. Their professional problem-solving approach allows us to focus on other parts of the business; safe in the knowledge that RG146 graduates have what is takes to provide our clients with sound and accurate advice.” Charles Cavallaro, Professional Development Coordinator, Asgard, Securitor, St George

 

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Course Outcome

The Foreign Exchange Adviser course will equip you with the specialist knowledge and technical skills to provide compliant advice to clients seeking to manage their currency exposure by using Foreign Exchange products.

Diploma Pathway

The Foreign Exchange course is an elective module of the Diploma of Financial Services (Financial Markets). The Diploma is an entry level course for individuals seeking to establish a career in which they can provide advice on financial products traded on Australian and International Financial Markets.

Who Should Enrol?

This course is suitable for:

Course Entry Requirement

This is an open entry course with no pre-requisite qualifications. In order for participants to successfully complete this course, it is recommended they have a strong grasp of literacy and numeracy.

Course Structure

Competencies

Generic

  • Industry Workplace Competency
    • Communicate in the workplace
    • Use technology in the workplace
    • Apply health and safety practices in the workplace
  • Sector Core Knowledge
    • Analyse financial markets and information
    • Comply with financial services legislation, industry and professional codes of practice
    • Apply principles of professional practice to work in the financial services industry
    • Provide general advice on financial products and services

Specialist Knowledge

  • Provide advice in Foreign Exchange

Content

Australian Industry Essentials

  • Australian Economy
  • Australian Financial Markets
  • Investment Funds
  • Regulatory Environment
  • Corporations Act
  • Licensees & Representatives
  • Legal Responsibilities of Representatives

Financial Planning Fundamentals

Note: Financial Planning Fundamentals is only required for those wishing to provide personal advice in Foreign Exchange.

  • Personal Taxation
  • Social Security
  • Wealth Creation Fundamentals
  • Wealth Protection Fundamentals
  • Retirement Income System
  • Retirement Planning Fundamentals
  • Estate Planning Fundamentals

Specialist Knowledge

  • Foreign Exchange Market Participants
  • Global Foreign Exchange Turnover
  • Forecasting Foreign Exchange Movement
  • Foreign Exchange Products Overview
  • Forward Hedging and Cover
  • Currency Options
  • Currency Option Strategies
  • Forex Risk Management Process
  • Basic Forex Taxation Requirements
  • Opening a Fx Account
  • Providing Professional Trading Advice

Assessment

This course is assessed via the completion of multiple choice questions, a case study and a role play.

Note – General Advice candidates are not required to complete a role play.

Course Options

Distance Learning

  • No hidden costs
  • Self-Paced, start any time
  • Online assessment
  • 1300 phone support

$825.00

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Workshop

  • No hidden costs
  • Interactive learning
  • Experienced facilitators
  • National Workshops

$1,500.00

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