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Financial Planning Australia-generic knowledge

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*Generic Knowledge

General Knowledge in Financial advising to meet ASICs regulatory requirements.

Section 1
The Australian Finance Sector
The Australian Financail System
Components of the Australian Financial System
The Payment/Settlement System
The Financing System
The Risk Management System
Financial Markets
Financial Services Providers
Financial Services Professionals

Section 2
The Economic Environment
Australia’s Economy
Economic Concepts
Fiscal and Monetary Policy
Inflation
Interest Rates

Section 3
The Regulatory Framework
Key Components of the Compliance Framework
The Judicial Tier of Compliance
Financial Services Regulation (FSR)
Authorised Representatives
Disclosure Required by an AFSL holder
Complaints and Disputes Resolution
Ethics

Section 4
Financial Products and Investment
Defining Financial Products
Categorising Financial Products and Investments
Managed Funds
Portfolio Management Strategies
Derivatives
Tax Paid Investments
Issues for Investors

Section 5
Taxation
The Australian Taxation System
Income Tax
Tax Offsets
Capital Gains Tax (CGT)
The Goods and Services Tax (GST)
Fringe Benefits Tax

Assessments:
2 x online multi choice exams
Case Study - including written questions

CPD Points: 4

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Contacts

  • Unit 5, 17 Foley Street
    Balcatta WA 6021

    Phone: + 61 8 9344 4088
    Fax: + 61 8 9344 4188
    Email: info@aamctraining.edu.au

System Requirements

  • What computer and software will be needed?
    • Windows XP or Linux based computer with internet connection.
    •  Internet Explorer 8.0 and above OR Mozilla Firefox
    •  Quick Time Player 4 and above
    •  Acrobat reader 6 and above
    •  Adobe Flash Player
    Download speeds
    •  Min 2 Mbps or above speed is required for running video

Latest Reviews for *Generic Knowledge
  • Very happy with the team at AAMC and the support/response from Teena. Contents cover a wide range of aspects that are interesting!
    Yasser Western Australia