Superannuation 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
Superannuation Adviser is designed for individuals who require authorisation by an Australian Financial Services License (AFSL) holder to provide advice on regulated Superannuation products.
For existing authorised representatives, successful completion of this course allows you to extend your advisory range into Superannuation 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 Superannuation Adviser course will equip you with the specialist knowledge and technical skills to provide compliant financial advice to clients on personal and business superannuation, retirement income stream products, pensions rollovers and annuities.
This course is suitable for:
individuals seeking employment with organisations specialising in Superannuation or retirement advice
individuals engaged in the promotion of Superannuation or Retirement products
financial advisers seeking to enhance their superannuation advisory capability
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
- Financial
- Industry
- Financial Training
- Superannuation
- Australian
- Financial Risk
- Financial PR
- Financial Accounting
- Financial Management
- Financial Services
- Financial Advisor
Course programme
General Advice
This type of advice required students to complete the following modules:
DFP1 - Australian Industry Essentials
DFP3 - Superannuation
Personal Advice
This type of advice required students to complete the following modules:
DFP1 - Australian Industry Essentials
DFP1 - Financial Advice Fundamentals
DFP3 - Superannuation
Australian Industry Essentials
- 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
Specialist Area
- Part 1 Introduction to Superannuation
- Part 2 Superannuation Eligibility
- Part 3 Compulsory Contribution to Superannuation
- Part 4 Tax Concessions on Superannuation
- Part 5 Withdrawals on Superannuation and ETP's
- Part 6 Retirement Income Streams
- Part 7 Social Security Pensions
- Part 8 Duties of Superannuation Trustees
- Part 9 Self Managed Super Funds (SMSF's)
- Part 10 Providing Superannuation Advice
This course includes nationally recognised units
Superannuation General Advice
- Provide general advice on financial products and services
- Provide advice in Superannuation
- Conduct product research to support recommendations
- Provide appropriate and timely information and advice to clients
- Determine client requirements and expectations
- Record and implement client instructions
Superannuation Adviser