AES4 Managed Investments

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AES4 Managed Investments

Course details last updated on the register on 14/09/2011
COURSE DETAILS

Course Name

AES4 Managed Investments

Course Information

For full RG146 compliance against the specified knowledge and skills, participants must complete AES4 Managed Investments; AESG Generic Knowledge and the Financial Education Professionals skills module. Note: GST is payable in addition to the course cost below. Should the Skills module not be completed, the student has gained RG146 compliance in Managed Investments General Advice only.

Award Given at Completion

Certificate of completion

Specialist Knowledge

Managed Investments, Generic Knowledge, Skills

Tier

1

Where Course Delivered

Sydney, NSW regional, Melbourne, VIC regional, Hobart, TAS regional, Adelaide, SA regional, Perth, WA regional, Darwin, NT regional, Brisbane, QLD regional, ACT

Delivery Method

Distance, Individual assessment, Self-paced, Face-to-face

Assessment Type

Examination - closed book, Other - Workplace assessment

Start Date

1/9/2003

Re-registration Date

11/9/2011

Duration/Total Hours

20

  

Approximate Cost

$605.00

  

price valid til 30 June 2012

Pre95

No

This course was being offered as at 24 September 2012 when the Training Register was archived.

COORDINATOR DETAILS

Name

Anne Wilkinson, Administrator

Phone Number

02 9252 7437

Fax Number

02 9252 7437

Email Address

enquiries@financialeducation.com.au
COVERAGE GRAPH

TOPICS COVERAGE

Managed investment conceptsWhat is a managed investment scheme?, Participants in the Australian investment management industry, Benefits of using investment managers and products, Disadvantages of using investment managers and products, Current issues, Specialist managed investment terms and definitionsTypes of managed investmentsGeneral types of managed investment products, Identification of types of risks, Taxation of managed investments Investment principlesInvestment Concepts, Investment strategies and techniques, Portfolio strategies, Types of risks of investing in managed investments Analysing Managed InvestmentsAnalysing investment performance, Analysing fees and charges, Analysing management, Property Trusts, Property valuation techniquesLegal environment – disclosure and complianceRegulatory environment for financial services, The Financial Services Reform Act (“FSRA”), Licensing, Relevant legal principles (eg: Corporations Act, ASIC Act, Privacy Amendment (Private Sector) Act), Other regulatory issues, Compliance
PROVIDER DETAILS

Provider

Financial Education Professionals Pty Ltd

Contact

Account Executive, Anne Wilkinson

Phone Number

02 9252 7437

Fax Number

02 9252 7437

Email Address

enquiries@financialeducation.com.au

URL

www.financialeducation.com.au

Important Notice

This service is provided solely for general information purposes. By provision of the service ASIC does not provide legal or other professional advice. ASIC expressly disclaims any liability arising from use of the service. If you require legal or other expert advice or assistance, you should seek the services of a competent professional person.

Created by the Australian Securities and Investments Commission. http://www.asic.gov.au Copyright � 2007 Australian Securities and Investments Commission.

Version 2.0

Last updated: 30/03/2021 09:39