(THIS COURSE IS NO LONGER OPEN FOR ENROLMENTS)
Margin Lending Course
Receiving the right qualifications will provide you with the skills and knowledge you need to give compliant advice to clients. This Margin Lending Course will provide you with the specialist knowledge to offer advice in margin lending, gearing share portfolios, margin loans and margin lending products. The course also offers specialist margin lending RG146 training; training that will give you that competitive edge for prospective future employment.
Are you ready to expand your career possibilities?
We provide nationally recognised education that is both flexible and affordable. Our Margin Lending course can be completed online or face-to-face if you have a cohort of minimum numbers, to ensure all students are able to obtain a qualification that presents them with the best opportunities possible.
For more information on our Margin Lending Course, get in contact with us today. Enquire now at 1300 88 33 46 or alternatively, fill out our online contact form.
This Specialist Adviser course has TWO modules:
| Course name: | Distance Education | Blended Delivery with Workshop | Blended Workshop Duration |
| Generic Knowledge (GK) | $225 | $500 *$450 | |
| Principles of Finance Applications – Margin Lending (PFA-ML) | $300 *$225 | *No workshops for Margin Lending Unit unless corporate training is arranged for larger groups | |
| FULL RG146 Specialist Margin Lending (GK/FPP and Margin Lending) | $450*call us or click here to find out our latest offer | 1 day in class for GK/FPP (plus Margin Lending online) | |
Course Overview
This course is ideal for adults of all ages seeking to gain compliance in the Financial Services Industry for Margin lending advice as a Financial Planner/Advisor or for those wanting to take their career to the next level in the most flexible and affordable manner.
| Entry Requirements | There are no entry or eligibility requirements for this course. | |
| Hardware & Software | Access to a computer/laptop with internet access and either Google Chrome or Mozilla Firefox. Microsoft Excel 2003 or later, Microsoft Word 2003 or later. A device capable of recording video (distance students only). | |
| Study Method: Blended Delivery (tutorial workshop & self-paced learning) | Blended delivery includes a one day tutorial workshop for GK or if a cohort is organised 2 days including Margin Lending, combined with self-paced study. Our face-to-face workshops create a friendly classroom environment to enable learning in a timely and structured way. The sessions allow students to bounce ideas around with other participants – not to mention the networking opportunities or achievement of corporate team goals. Facilitators are industry professionals with real world experience and take the time to tell their war stories, which help explain the concepts in an exciting way. Please go to the Schedules tab on our website to see when dates are running in your location or contact our office to arrange tailored corporate training. | |
| Study Method: Distance Education | Distance or self-paced learning allows you to start a course when it suits you best. Moreover, it provides you with the flexibility to continue with your other commitments in life, such as work, parenthood and your social life. BEST OF ALL, it gives you access to our Distance Education Team who can discuss concepts, conduct skill-based role plays and provide feedback on any assessments submitted. | |
| Course Duration | The duration of the course will vary depending on each individual student and their prior experience and knowledge. 303 hours over a maximum of 8 months is the recommended timeframe for students new to the industry who require GK also. | |
| Assessments | True / False Questions (TF), Multiple Choice Questions (MCQ), Short Answer Questions (SAQ), Case study and role-play. For more information on assessment process, click here | |
| Exemptions and Recognition of Prior Learning (RPL) | If you have completed previous studies in the financial services area, you may be eligible for some credits towards the course by way of course exemptions. For more information on course exemptions and recognition of prior learning, click here | |
| Qualification Pathway | This course has national recognition. The GK component of this course counts as a partial completion towards the FNS50615 Diploma of Financial Planning | |
| Related Courses | FNS50615 Diploma of Financial Planning FNS60415 Advanced Diploma of Financial Planning |
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* Call us for our special offers now on 1300 88 33 46.
Units of Competency
The Specialist Margin Lending Advisor course encompasses the following units of competency:
Core Competency Units
FNSIAD301 – Provide general advice on financial products
Pre-Requisite Units
FNSINC501 – Conduct product research to support recommendations
FNSIAD501 – Provide appropriate services, advice and products to clients
FNSCUS505 – Determine client requirements and expectations
FNSCUS506 – Record and implement client instructions
Elective Units
FNSASICR503 – Provide Advice in Margin Lending
Disclaimer: This activity has been accredited for continuing professional development points by the Financial Planning Association of Australia but does not constitute FPA’s endorsement of the activity. Accreditation number 010945 for 10.5 CPD points.
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Office Address - St Kilda Rd Towers, Level 1, 1 Queens Road, Melbourne, Victoria, 3004, AUSTRALIA