Margin Lending Adviser
Course
Online
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
Margin Lending Adviser is designed for individuals who require RG146 compliance and authorisation by an Australian Financial Services License (AFSL) holder to provide advice on margin lending products.
This course is listed on the Training Register of Australia's corporate regulator (ASIC).
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 RG 146 Training Australia Diploma of Financial Planning 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 Margin Lending course will equip you with the specialist knowledge and technical skills to provide compliant advice to clients on:
Margin Lending
Conducting product research to support your recommendations.
Provide appropriate services, advice and products to clients.
Determine client requirements and expectations.
Record and Implement client instructions.
You should enrol if you are:
Working within the financial planning profession and looking to meet qualification requirement of the corporate regulator as an authorised financial adviser in relation to Margin Lending.
Seeking to expand your margin lending skills and knowledge.
Wanting to diversify your revenue opportunities by providing advice on margin lending.
Hold the Diploma of Financial Planning (FNS 50611) qualification or equivalent will be issued a Statement of Attainment listing the RG146 competencies achieved. Those who do not hold the Diploma of Financial Planning (FNS 50611) qualification or equivalent and wish to provide personal advice in Margin Lending will need to complete the prerequisite Financial Advice subject (DFP 1) will be awarded a Statement of Attainment listing the RG146 competencies achieved.
Reviews
Subjects
- Financial
- Financial Training
- Lending
- Margin Lending
- Margin
- Loan
- Risks associated
- Storm Financial
- Responsible
- Taxation
- Treatment
Course programme
Margin Lending
- Part 1 Overview of Margin lending course
- Part 2 Essential of Margin Lending
- Part 3 How to Take out a Margin Loan
- Part 4 Risks Associated with Margin Lending
- Part 5 Opes Prime and Storm Financial
- Part 6 Legislative and Regulatory Requirements
- Part 7 Responsible lending Requirements
- Part 8 Margin Calls
- Part 9 Taxation Treatment of Margin Loans
- Part 10 Investment Strategies
- Part 11 Economic Outlook
This course includes nationally recognised units
Margin Lending Personal Advice
- Provide advice in Margin Lending
- 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 - $416.00
Self-paced - $520.00 SAVE!
Margin Lending Adviser