Investment Adviser
Course
Online
-
College for Financial Planning
Course Online£ 1,260 -
London Governance and Compliance Academy
Course Online£ 550 + VAT -
Bayfield Training
Course Online£ 1,250 + VAT -
Oxbridge
Vocational qualification Online£ 545 -
Focus on Training
Course Classroom-based£ 525 + VAT -
Financial ELearning
Course Online£ 1,500 + VAT -
Greater Brighton Metropolitan College
Course OnlinePrice on request
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
Investment Adviser is designed for individuals who require authorisation by an Australian Financial Services License (AFSL) holder to provide advice on regulated Managed Investments or Securities.
For existing authorised representatives, successful completion of this course allows you to extend your advisory range into Managed Investment products.
We recognise that employers are increasingly looking for candidates who are aware of the challenges of being a successful financial adviser.
Often a candidate’s Qualification is the only evidence that they possess the technical knowledge and skills requirements to conduct themselves professionally as an authorised representative. Unfortunately, this can not be said for all training providers.
With a Mentor Education Training Australia qualification you have confidence in the fact that you will be equipped with the skills and knowledge gained from a credible industry-endorsed program that employs best practice assessment standards, helping you graduate at the leading edge of your chosen field.
Facilities
Location
Start date
Start date
About this course
The Investment Adviser course will equip you with the specialist knowledge and technical skills to provide compliant advice to clients on property ownership structures, listed property trusts, managed investment schemes, shares and fixed interest products
This course is suitable for:
individuals seeking employment with Investment companies
individuals engaged in the promotion of Managed Investments and Securities
financial advisers seeking to enhance their advisory capability in Managed Investments and Securities
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
- Securities
- Investment
- Financial
- Industry
- Financial Training
- Essentials
- Managed Investments
- Investments
- Financial Risk
- Financial Services
- Financial Modelling
Course programme
General Advice
This type of advice required students to complete the following modules:
- DFP1 - Australian Industry Essentials
- DFP4 - Managed Investments / Securities
This type of advice required students to complete the following modules:
- DFP1 - Australian Industry Essentials
- DFP1 - Financial Advice Fundamentals
- DFP4 - Managed Investments / Securities
Australian Industry Essentials and Fundamentals of Financial Advice must be the first subject completed before any of the specialist knowledge subject(s).
- 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
This specialist knowledge area will equip you with the expertise and technical skills to provide compliant investment advice to clients
Specialist Area
- Part 1 Introduction to Financial Markets
- Part 2 Introduction to Managed Investments
- Part 3 Securities - Money Market Investments
- Part 4 Securities - The Bond Market
- Part 5 Securities - Shares
- Part 6 Securities - Property Securities
- Part 7 Specialised Investments
- Part 8 Constructing Portfolios
- Part 9 Derivatives
- Part 10 Use of Leverage
- Part 11 Taxation Issues for Investors
- Part 12 Conducting Research
Additional information
No hidden costs - $507.00
Self-paced - $780.00 SAVE!
Investment Adviser
-
College for Financial Planning
Course Online£ 1,260 -
London Governance and Compliance Academy
Course Online£ 550 + VAT -
Bayfield Training
Course Online£ 1,250 + VAT -
Oxbridge
Vocational qualification Online£ 545 -
Focus on Training
Course Classroom-based£ 525 + VAT -
Financial ELearning
Course Online£ 1,500 + VAT -
Greater Brighton Metropolitan College
Course OnlinePrice on request