CPD hours: 40 on successful completion

The RG146 Compliance Solution program will provide you the pathway to RG146 Compliance, the level of education required to become a financial adviser to provide financial advice to your clients.

It consists of four modules plus an optional specialist assessment in advising in self-managed super funds (SMSFs). It has been designed to address the competency requirements outlined in the ASIC Regulatory Guide 146 (RG146) for practitioners wishing to provide specialist financial planning advice to their clients in the areas of financial planning, general and life insurance, securities, derivatives, margin lending, managed investments, superannuation and SMSFs.

CPA Australia has developed this self-paced learning option to assist candidates in fast tracking their RG146 training to meet the specialist knowledge areas of Superannuation & SMSFs in one module.

Superannuation is the centrepiece of Australia’s wealth accumulation industry, and understanding it is at the heart of good financial and retirement planning. As superannuation is a compulsory part of an Australian employee’s remuneration, it is a crucial part of financial planning.

Assessment

On completion of each module, you must complete an assessment consisting of a written assignment and a telephone role-play scenario. The assessment tasks are designed to enable you to demonstrate your skills and ability against the key areas of competency covered in each module.

You must achieve competency in all of the relevant competency units to be deemed ASIC compliant.

Already completed CPA 110?  You may be eligible for a partial exemption.

This course is offered under CPA Australia’s RTO.

CPA Australia Registered Training Organisation Number: 7144

Further information can be found in the Candidate handbook (PDF) and our policies and forms page.

Learning objectives

What you will learn:

  • Australia’s retirement income system; its development, structure and operations
  • The legislation and regulations governing superannuation
  • The regulations for termination payments and superannuation as an income stream
  • The prevailing taxation and social security regulations
  • How to provide advice in superannuation both for wealth accumulation and for retirement

 

Audience

  • Members and non-members
  • Financial planners or anyone wanting to pursue a career in financial planning
  • Public accountants and their employees
  • Anyone wanting to launch a career in this sector

loading...