Who Needs PS 146 / RG 146 Training?

CASE STUDY: Accountants

Do you?

• Provide advice in regards to superannuation
• Receive a fee for referring your clients to life insurance agents or financial planners
• Discuss property ownership structures with your clients
• Provide reinvestment advice for surplus income
• Want to provide income protection, trauma or life insurance products

If so, then ASIC policy requires...

Under the Financial Services Reform Act 2001, all individuals who provide incidental personal or general financial product advice to retail customers must meet the minimum training standards as outlined in ASIC Regulatory Guideline 146.

In any event, your peers are:

Accounting practices who are diversifying and incorporating PS 146 / RG 146 into their business model so that they can provide investment advice. Providing a one-stop accounting and financial services shop, typically involves transitioning from:

• Revenue Sharing. Referring to external financial adviser;
• Profit Sharing. Inviting financial advisers in-house on an equity sharing basis; to
• In-house Department. Once the systems are understood, move to employ your own advisers.

In this way, practices can realise additional revenue per accountant from providing financial services advice to their clients.

Advice that your clients would prefer to receive from you!

Next Step?

• Call 1300 306 146 to speak to one of our trained consultants, or
• Download an enrolment form

The benefits?

These courses provide the first step towards increasing the value of your business by:

• Obtaining the requisite PS 146 / RG 146 knowledge and skills;
• Investigating the significant revenue opportunity; and
• Learning from experienced financial planners and other students working in the industry.

Upon successful completion of this combined course, you will be able to provide personal advice on property ownership structure, listed property trusts, managed investments, managed investment schemes, income protection, life insurance, business overheads and trauma insurance.