Managed Investments (RG146)

Our online course describes the knowledge and skills required to analyse client needs and to deal ethically and professionally in managed investments products. It addresses the training requirements of current Australian Securities and Investments Commission (ASIC) and Australian financial services (AFS) licensing at Tier 1 level.

To be RG146 compliant to provide general advice in Tier 1 Managed Investments, you must also successfully complete Generic Knowledge.

RG146 Managed Investments can be studied as a short industry course under Responsible Manager Nomination Option 3, if this learning is specifically relevant to the sector or products the responsible manager’s role relates to (RG 105.69).

About Our Course:

Explore equity trusts, fixed interest trusts, serviced strata schemes, primary production schemes, film schemes, property trusts and real estate investment strategies.

Program Content:

• Managed Investment concepts
• Types of managed investments
• Investment, portfolio management and risk
• Taxation of securities and managed investments
• Analysing managed investments
   

What You Will Learn:

• Who participates in the Australian managed investment sector and why
• Characteristics and purpose of managed investment products
• How managed investments are bought and traded to generate returns and manage risk
• Approaches for evaluating managed investment performance
   

Who Is This Course For? 

• Participants who require RG146 compliance to provide general advice on regulated Managed Investment products (when completed with Generic Knowledge)
• Representatives who advise wholesale clients or organisations seeking product-specific team training
• Refresher training and/or CPD for existing RG146 compliant dealers and brokers
• Participants seeking to extend their advisory range to include Managed Investments
• Participants needing to complete a relevant short industry course under Responsible Manager Nomination Option 3