RG146 CASE STUDY
No, create an account now. What if I miss a payment? Once your assessment has been deemed competent your student adviser will contact you with the results and arrange the skills assessment between you and your assessor. If you worked for a fund manager, you might need to complete only the RG Investment Course. Using the Statement of Advice SoA that you have previously prepared and submitted for assessment, you take the assessor through the SoA as though they are a client.
This means you will not have access to the online training and assessment system, new course material, student services and marking. Yes, simply email us at students pinnacle. I would highly recommend RG to all professionals working within superannuation industry. Anybody doing the Allison and Simon case study? I get excited to see my heirloom tomatoes growing strongly in spring.
Yes, my password is: I set up and ran an Australian Financial Services License for an accounting firm. RG for the Superannuation Industry This course is widely considered a necessary pre-requisite certification for most roles in the superannuation industry.
When can I start? This will vary with each qualification. I am usually woken up by my three children first!
Not only was the course interesting and informative but I regard it as a must for all superannuation fund employees. 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. 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.
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: This term is generally used to refer to a course of study that has been designed to provide education in the areas outlined in RG Asset classes and investment vehicles Main asset classes: 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.
I checked my return rate as well as the management fees and they were really high. Log in or Sign up.
RG146 Training Course 1- Managed Investments and Securities
And the financial services industry is massive. How fast can I progress through the course?
In general, the assessment activities might consist of:. 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.
Taxation Principal concepts of taxation personal tax and tax on investment How is tax levied? Here’s what they have to say this month We respect your privacy and don’t share your info. What makes me jump out of bed each morning? Sttudy usually takes about 40 minutes.
Dip Fin Plan Case Study – RG146 Training Australia
Every month we measure our student’s feedback. Tick if you prefer we email you. All educational services will be suspended until failed payments are reconciled. The maximum time frame that you have will be outlined in the course brochure and on your training plan.
Full time vs part time The purpose of superannuation A brief history of the superannuation Industry The federal government’s retirement income policy Different types of benefits and fund arrangements Choice of fund Legislation The main service providers in the superannuation industry Module 7: Industry insights Meet your trainers.
Dip Fin Plan Case Study – RG Training Australia | InvestChat
Facilitated Training Facilitated course delivery occurs over three 3 consecutive days and students benefit from the opportunity to participate in group discussions and complete practical exercises. In the case of assignments, you must ensure that you do not plagiarise and that you follow correct referencing procedures.
It is also better value to enrol in the full Diploma qualification, compared to enrolling on a module by module basis. Janine Rb146 Trainer “The only way to stidy great work is to love what you do. If you are seeking to provide financial advice, understand what it is you will be authorised to provide advice on.