Foreign Exchange Adviser
Course
Online
-
Ethan Hathaway
Training Classroom-based£ 2001-3000 -
Adkins Matchett & Toy
Short course InhousePrice on request -
Oxbridge
Vocational qualification Online£ 545 -
Frankfurt School of Finance & Management
Course Online£ 1,327 -
Investment Education Plc
Course Inhouse£ 2001-3000 -
Redcliffe Training Associates
Course Inhouse£ 4001-5000 -
Eureka Financial
Course Inhouse£ 1,995 VAT exempt
Description
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Type
Course
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Level
Intermediate
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Methodology
Online
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Duration
Flexible
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Start date
Different dates available
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Online campus
Yes
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Delivery of study materials
Yes
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Support service
Yes
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Virtual classes
Yes
Foreign Exchange Adviser is a short course designed for individuals who require compliance with ASIC's Regulatory Guide 146 (RG146) and authorisation by an Australian Financial Services License (AFSL) holder to provide advice on regulated Foreign Exchange products.
For existing authorised representatives, successful completion of this course allows you to extend your advisory range into Foreign Exchange products.
Facilities
Location
Start date
Start date
About this course
The Foreign Exchange Adviser course will equip you with the specialist knowledge and technical skills to provide compliant advice to clients seeking to manage their currency exposure by using Foreign Exchange products.
This course is suitable for:
individuals seeking employment with Derivatives dealers
individuals engaged in the promotion of Derivatives products
financial advisers seeking to enhance their investment advisory capability
asset consultants
trustees and Responsible Managers with responsibility for portfolios with exposure to Derivatives products
This is an open entry course with no pre-requisite qualifications. In order for participants to successfully complete this course, it is recommended they have a strong grasp of literacy and numeracy.
Reviews
Subjects
- Foreign Exchange
- Financial
- Industry
- Financial Training
- Essentials
- Industry Essentials
- Australian
- Foreign Currency
- Financial Fundamentals
- Financial Risk
Course programme
General Advice
This type of advice required students to complete the following modules:
- DFP1 - Australian Industry Essentials
- Foreign Exchange
This type of advice required students to complete the following modules:
- DFP1 - Australian Industry Essentials
- DFP1 - Financial Advice Fundamentals
- Foreign Exchange
- Part 1 Australian Economy
- Part 2 Australian Financial Markets
- Part 3 Investment Funds
- Part 4 Corporations Act
- Part 5 Regulatory Environment
- Part 6 Licensees & Representatives
- Part 7 Ethics
- Part 1 Personal Taxation
- Part 2 Social Security
- Part 3 Wealth Creation Fundamentals
- Part 4 Estate Planning Fundamentals
- Part 5 Establishing Client Relationship
- Part 6 Identify Client Objectives & Financial Situation
- Part 7 Analyse Client Objectives & Financial Situation
- Part 8 Develop Strategies & Solutions
- Part 9 Present Strategies & Solutions
- Part 10 Implement Agreed Plan
- Part 11 Provide On-going Advice
- Part 1 Overview
- Part 2 Characteristics of Financial Markets
- Part 3 Foreign Exchange Market
- Part 4 Overview of Foreign Exchange Products
- Part 5 Spot Exchange Rates
- Part 6 Forward Cover and Hedging
- Part 7 Currency Options
- Part 8 Taxation of FX Gains and Losses
- Part 9 Risk Management
This course includes nationally recognised units
Foreign Exchange General Advice- Provide general advice on financial products and services
- Foreign Exchange Personal Advice
- Provide Advice in Foreign Exchange
- Conduct product research to support recommendations
- Provide appropriate services, advice and products to clients
- Determine client requirements and expectations
- Record and implement client instructions
Additional information
No hidden costs - $624.00
Self-paced - $780.00 SAVE!
Foreign Exchange Adviser
-
Ethan Hathaway
Training Classroom-based£ 2001-3000 -
Adkins Matchett & Toy
Short course InhousePrice on request -
Oxbridge
Vocational qualification Online£ 545 -
Frankfurt School of Finance & Management
Course Online£ 1,327 -
Investment Education Plc
Course Inhouse£ 2001-3000 -
Redcliffe Training Associates
Course Inhouse£ 4001-5000 -
Eureka Financial
Course Inhouse£ 1,995 VAT exempt