CPD hours: 40 on successful completion
Important notice: With new educational requirements due to come into effect on 1 January 2019, ensure you complete your RG146 Compliance Solution program which meets the current training requirements. If you are an existing licenced financial adviser as at 31 December 2018, you will be able to take advantage of transitional arrangements allowing you to meet the new educational requirements.
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.
CPA Australia strongly advises that candidates have a Year 12 or equivalent comprehension level of language, literacy and numeracy skills 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.
Assessment
To pass 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 the relevant competency units to be deemed ASIC compliant.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
