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Financial Planning Australia-tier 2 asic accreditation client relationships and solutions

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Tier 2 ASIC Accreditation - Client Relationships & Solutions

By successfully completing this course you will meet the ASIC’s requirements for you to promote and sell Tier 2 financial products.

This course is ideally suited for those desiring to increase their understanding of the Financial Services Industry and to develop skills and knowledge appropriate for employment outcomes within the Financial services Industry.

COURSE DELIVERY OPTIONS:

Available in all states via:
• Face to face (Classroom)
• Correspondence - online access plus a hard copy of the course manual will be posted to you.
• Online

This course can also be delivered for groups and on demand. Please contact our head office on 08 9344 4088 or info@aamctraining.edu.au for further information.

Regardless of your preferred delivery choice qualified trainers will always be contactable for tutoring and assistance both via email and telephone. Also if have undertaken this course via face to face previously with AAMC and there are any areas you still do not understand you are welcome to return for free to the next available class covering this module.

COURSE REQUIREMENTS:

For all delivery options, you will need to have access to a computer with an internet connection.
There are currently no entry requirements for this qualification

COURSE DURATION:

Your enrolment is valid for a period of twelve months. With reference to “face-to-face” training; participants are guided through the learning material and the assessments are completed by the participant post class time. Hence overall course completion is controlled/ directed by the participant.

COURSE CONTENT:

• 2x Units of Competency
• 1x Module
• 1x Online multiple choice assessments
• 1x Written Assessment consisting of activities, case study and role play

UNITS OF COMPETENCY:

2 Units of Competency
FNSASIC301 Establish client relationships and analyse needs
FNSASIC302 Develop, present and negotiate client solutions

These units are required for Tier 2 ASIC accreditation and external recognition in line with the Financial Services Reform (FSR) compliance. These units describe the performance outcomes, skills and knowledge required to satisfy the training requirements for authorisation by an Australian ASIC registered License (AFSL) holder to provide advice on deposit products, non-cash payment facilities and general insurance products at Tier 2 level.

When competency of the above units has been achieved you will receive a Statement of Attainment detailing the units of competency which forms a partial completion of Certificate III in Financial Services FNS30115.

ADDITIONAL INFORMATION:

CPD Points - 3

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Student Info – AAMC Training Policies

Do you qualify for Credit Transfer /RPL

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