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Financial Planning Australia-advice in managed investments fns15 aug19v2

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Advice in Managed Investments - Tier 1

This course covers managed investment products and advice, including related taxation, disclosure and compliance. It is an ideal learning pathway for those wishing to offer general product advice to retail clients and those supporting financial advisers.

As of 1 January 2019, those entering the financial planning industry (new advisers) seeking to join an AFSL (Dealer group) and offer personal advice to retail clients, will require a degree level qualification. For further information please refer to the FASEA standards - www.fasea.gov.au

 

COURSE DELIVERY OPTIONS:

Available in all states via:
• Face to face (blended - part-classroom/ remote self-paced)
• Correspondence - online access plus a hard copy of the course manual will be posted to you. (remote self-paced)
• Online (remote self-paced)

This course can also be delivered for groups and on demand. Please contact us on 03 9391 3643 or info@aamctraining.edu.au for further information.

Regardless of your preferred delivery choice, qualified trainers/ assessors will always be contactable for tutoring and assistance both via email and telephone. Also if you 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 requirement for this course.

 

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.

 

ASSESSMENTS:

• 1 Online Short Answer Assessment
• 3 Written Assessments/Case Studies
• 3 Skills Assessment Role Play

 

 

UNITS OF COMPETENCY:

5 units of competency:

FNSASICT503 Provide advice in Managed Investments
FNSINC501 Conduct product research to support recommendations
FNSIAD501 Provide appropriate services, advice and products to clients
FNSCUS505 Determine client requirements and expectations
FNSCUS506 Record and implement client instructions

 

ADDITIONAL INFORMATION:

CPD Hours – 3

FASEA CPD Hours:

  • Technical Competence:  1 hour.
  • Client Care and Practice:  0.5 hours;
  • Regulatory Compliance and Consumer Protection:  0.5 hours;
  • Professionalism and Ethics:  0.25 hours;
  • General:  0.75 hours

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Student Info – AAMC Training Policies

Do you qualify for Credit Transfer /RPL

Contacts

  • Unit 1, 421 Blackshaws Road,
    Altona North, Victoria 3025

    Phone: 1300 2262 33 +61 3 9391 3643
              1300 AAMC ED +61 8 9344 4088

    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