RG146 Compliance Solution - Module 2 Insurance - 2017 Workshop

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.

The RG146 Module 2. Insurance workshop applies concepts covered in Module 1. Financial advice foundation specifically to the area of insurance. This includes: how to provide advice in general and life insurance, how insurance markets operate within financial markets, types of risk management techniques, issues currently affective, insurance products and more.

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.

What does it cover?

This two-day workshop takes you through the learning material and prepares you for the assessment tasks, which must be submitted six weeks following the workshop. Registration should be confirmed no later than five business days before the start date of the workshop.

Can’t find a date that suits you?

We can advise you of new workshop dates as they become available. Email your details to rto@cpaaustralia.com.au

Assessment

Each module consists of a written and oral assessment, which is conducted over the telephone at a time convenient for you.  The assessment is designed to enable you to demonstrate proficiency against the units of competency necessary to achieve ASIC RG146 compliance.

On completion of modules one and two, candidates will achieve the FNS50615 Diploma of Financial Planning, which covers the essential skills and knowledge criteria required to provide advice in financial planning.

Each module can be completed via self-paced distance learning or through two day intensive workshop in the order and mode that suits you best. 

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.

Once enrolled, candidates can access their assessment due date by clicking the ’View’ button next to the assignment component under the ‘To Do List’.

Pre-reading requirements for this workshop are outlined in the ‘Workshop Pre-Reading & Important Information’ document under ‘Reference Materials’

Learning objectives

What you will learn:

  • How the insurance markets operate within financial markets
  • Risk management techniques
  • Types of life insurance and who offers them
  • Issues currently affecting insurance products
  • The role of insurance brokers and regulatory authorities
  • Legal principles of insurance
  • How to provide advice in life insurance
  • How to provide advice in general insurance

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

2 days

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