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
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

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

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

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

CPD Points: 4

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