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 combined the specialist knowledge areas of Superannuation & SMSFS into a single module. This is an intensive course designed to position candidates for success in their assessment. Attendees will be given an opportunity to ask questions, work through practical examples and be educated on the common mistakes candidates make when working through the modules.
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.
What does it cover?
The RG146 Superannuation and SMSFs intensive workshop is two days in length, and candidates then have six weeks to complete their assessment. 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 firstname.lastname@example.org.
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.
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
Pre-reading requirements for this workshop are outlined in the ‘Workshop Pre-Reading & Important Information’ document under ‘Reference Materials’
Upon completion of this module, you will learn;