RG146 Superannuation Adviser course

Superannuation Adviser Course

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

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

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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 RG146 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.

Course Outcome

The Superannuation Adviser course will equip you with the specialist knowledge and technical skills to provide compliant financial advice to clients on personal and business superannuation, retirement income stream products, pensions rollovers and annuities.

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

Provide Advice in Superannuation (Personal Advice)

  • Provide advice in Superannuation
  • Conduct product research to support recommendations
  • Determine client requirements and expectations
  • Record and implement client instructions
  • Provide appropriate and timely information and advice to clients

Provide Advice in Superannuation (General Advice)

  • Provide general advice on financial products and services

Content

Individuals seeking to provide Tier 1 compliant advice on Superannuation products, are required to successfully complete:

  • Financial Advicecomprising Australian Industry Essentials and Financial Advice Fundamentals, plus
  • Superannuation
  • General Advice candidates are required only to undertake assessment for Australian Industry Essentials plus Superannuation.
  • Personal Advice candidates are required to undertake assessment for Australian Industry Essential, Financial Advice Fundamentals and Superannuation.

Financial Advice

Australian Industry Essentials

  • Australian Economy
  • Australian Financial Markets
  • Investment Funds
  • Corporations Act
  • Regulatory Environment
  • Licensees & Representatives
  • Ethics

Financial Advice Fundamentals

  • Personal Taxation
  • Social Security
  • Wealth Creation Fundamentals
  • Estate Planning Fundamentals
  • Establishing Client Relationship
  • Identify Client Objectives & Financial Situation
  • Analyse Client Objectives & Financial Situation
  • Develop Strategies & Solutions
  • Present Strategies & Solutions
  • Implement Agreed Plan
  • Provide On-going Advice

Superannuation

Specialist Area

  • Introduction to Superannuation
  • Superannuation Eligibility
  • Compulsory Contribution to Superannuation
  • Tax Concessions on Superannuation
  • Withdrawals on Superannuation and ETP's
  • Retirement Income Streams
  • Social Security Pensions
  • Duties of Superannuation Trustees
  • Self Managed Super Funds (SMSF's)
  • Providing Superannuation Advice

 

Assessment

This course is assessed via the completion of several multiple choice questions, a case study and role play (work-place simulation).

Note – General Advice candidates do not require adviser skills and therefore are exempt from adviser skills assessments.

Course Options

If you only intend to inform clients about a product without making a recommendation this is the course for you.

Distance Learning

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

$780.00

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Workshop

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

$1,320.00

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