Test your RG146 skills and knowledge now!

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Financial services is a highly regulated industry and compliance obligations are on the increase.

In response to the demand for increased skills in the financial services sector, Money101 has developed accredited training aligned to the FNS10 Financial Services Training Package. Our courses come complete with assessments, assessor marking guides and student workbooks, so all the hard work is done!

This relevant, high quality online training can assist businesses to maintain regulatory compliance, enhance a training culture and engage staff.

Whether it’s a full qualification or just a refresher short course that you need, we have a wide variety of modules currently available that can be purchased under a white label or branded for your organisation or RTO.

The online Certificate IV in Financial Practice Support qualification is for individuals performing a support role to qualified financial planners and para-planners. It is ideal for existing workers either wanting to upskill or those who already have the skills and knowledge but require recognition via a nationally recognised qualification. It is also vital for administration staff working in the financial services industry (receptionists, customer service, general administrative support) who wish to gain a broad range of skills and knowledge about the industry in which they work. Completion of the two core ASIC units provides Tier 2 RG146 ASIC accreditation. These units can be completed as a stand-alone skill set for those who only require the RG146 for Tier 2 products. As with all nationally recognised qualifications, this course covers employability skills such as communication, teamwork, problem solving, initiative and enterprise, planning and organising, self-management, learning and technology.

The Certificate IV in Financial Practice Support:
>    Is a practical course with strategies and processes that can be applied in the workplace
>    Is a niche course that has been tailored specifically for financial planning support staff
>    Is a nationally recognised qualification
>    Provides a pathway to the Diploma of Financial Services by including 6 core and 2 elective units from the Diploma.

The course comprises 7 core and 4 elective units. Whilst each unit of competency has a separate online learning program, the units have been grouped into six logical modules:
Module One – Working in Financial Services:
FNSINC401A Apply principles of professional practice to work in the financial services industry
Module Two – ASIC RG146 Tier 2 requirements
FNSASIC301C Establish client relationship and analyse needs FNSASIC302C Develop, present and negotiate client solutions
Module Three – Preparing Financial Plans (Basic)
FNSFPL401A Extract and analyse information on specified financial strategies and productsFNSFPL402A Prepare financial plans to set strategies and guidelines FNSFPL403A Implement financial plans to predetermined guidelines
Module Four – Ethics, compliance and regulations
FNSFPL501A Comply with financial planning practice ethical and operational guidelines and regulations
Module Five – Conduct Research and Develop Financial Plans
FNSFPL502A Conduct financial planning analysis and research FNSFPL503A Develop and prepare financial plan
Module Six – Implement and Review Financial Plans
FNSFPL504A Implement financial planFNSFPL505A Review financial plans and provide ongoing service

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The Future of Financial Advice (FoFA) discussions in the industry and the resulting revised regulations will place pressure on all involved in financial services. Training programs for the industry must have relevant, high quality, industry content to be of maximum benefit. The online development needs to help companies enhance a training culture.

Your business may also be entitled to Federal Government incentive payments to subsidise the cost of training your staff. Call Money101 to see how we can tailor a complete training solution for your business and find out how we can provide cost and time effective online accredited training for your employees.

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Money101 will soon launch its online Diploma of Financial Planning (FNS50610). Other development areas are RG146 compliance courses for Superannuation and a Certificate IV and Diploma in Finance and Mortgage Broking.

Training assists with staff retention as it keeps employees motivated and provides a pathway to career progression. It encourages improved quality and productivity and safe work practices, which naturally reflect on the bottom line. Updating the skill levels of employees keeps them abreast of new technologies, work practices and business strategies and in turn, keeps the business competitive.
 
Our courses are mapped to the latest competency units from the FNS10 Training Package and, as such encompass up to the minute knowledge on industry trends and best practice work scenarios. The courses are  in keeping with industry expectations that all staff in the financial services sector possess the relevant industry skills and knowledge for their job role.