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. CPA Australia strongly advises that candidates have a Year 12 or equivalent comprehension level of language, literacy and numeracy skills in order to undertake this program.
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.
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
What you will learn: