Managed Investments (RG146)

by Financial Education Professionals Pty Ltd. Claim Listing

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).

$325

Contact the Institutes

Fill this form

Advertisement

Financial Education Professionals Pty Ltd. Logo

img Duration

16 Weeks

Course Details

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
  • Sydney Branch

    Suite 704, Level 7/70 Castlereagh St, Sydney

Check out more Investment Analysis and Portfolio Management courses in Australia

Pwc Auditor Training Logo

Property, Plant & Equipment

The AASB 116 standard specifies PP&E detailed accounting and disclosure requirements including how to calculate depreciation, costs and the component-based approach. We use practical examples to enhance your understanding of the course material.

by Pwc Auditor Training [Claim Listing ]
IQ-AM (Institute of Quality Asset Management) Logo

ISO 55001 Asset Management Awareness

The five individualised workshops are structured to enable vertical and horizontal alignment of understanding throughout the organisation, consistent with the level and context of the person’s role and responsibilities.

by IQ-AM (Institute of Quality Asset Management) [Claim Listing ]
CIT Solutions Logo

Investment For Everyone

Come along and get the low down on investment markets and how to get started without having a truck load of money. Financial Planner Scott Malcolm will unpack the investment markets, showing you how they work and adding some tips and traps for new investors looking at the share and property markets...

by CIT Solutions [Claim Listing ]
Wealthwise Education Logo

Invest For Success

‘Invest for Success’ is understandable and useable. It’s designed to teach you all you need to know about stocks. Program Duration is 4 weeks: it starts with an intensive 2-day, weekend in-person workshop, followed by 4 x individual online training sessions.

by Wealthwise Education [Claim Listing ]
Pwc Auditor Training Logo

Financial Instruments for Corporates

Examples of financial instruments include cash, investments, and trade receivables and derivatives. This course outlines the definitions of different types of financial instruments and the classification and measurement criteria for financial instruments.

by Pwc Auditor Training [Claim Listing ]

© 2024 coursetakers.com All Rights Reserved. Terms and Conditions of use | Privacy Policy