SMSF Training Courses
Our SMSF training courses are ideal for Accountants and Financial Advisors.
You too can enter the profitable financial services industry and work as a SMSF specialist advisor with Australia’s top provider of SMSF training Courses in Australia. Upon successful completion of the course, you’ll attain the knowledge and skills required to deliver expert financial advice. Get started now and take advantage of the amazing opportunities available in this area.
Nationally recognised Education From A Great Institution, now with SMSF Accreditation and CPD points Available!
You have the option of choosing to complete the SMSF Training Courses either by Distance Education or Face-to-Face Learning. If at all possible, we recommend face-to-face learning because of the great number of workshops we offer that allow participants to interact not only with the presenter, but also with other students usually working in the industry.
With our Self-Managed Superannuation Courses in Melbourne, Sydney, Perth, Brisbane and the Gold Coast, you’ll be sure to find your perfect class location. Browse our course brochures and discover the many benefits studying with the International Institute of Technology can provide you with. Call now on 1300 88 33 46 and attain the SMSF Compliance you need to deliver expert advice today!
This Specialist Adviser course has THREE modules:
|Course name:||Distance Education||Blended Delivery with Workshop||Blended Workshop Duration|
|Financial Planning in Practice (FPP) (includes Generic knowledge and Financial Planning) CPA certificate or a letter from ICAA confirming membership must be attached to be awarded an exemption from the GK component||$489 *$450||$989 *$899||2 days in class (plus pre study)|
|Principles of Retirement and Superannuation (PRS)||$489 *$450||$989 *$899||2 days in class (plus pre study)|
|Principles of Self Managed Superannuation Funds (PSMSF)||$489 *$450||$989 *$899||2 days in class (plus pre study)|
|FULL RG146 Specialist Self Managed Superannuation Funds||$1,200*call us or click here to find out our latest offer||$2,100*call us or click here to find out our latest offer||6 days in class (plus pre study)|
This course is ideal for adults of all ages seeking to enter the Financial Services Industry 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. However if you wish to only complete the Principles of Self Managed Superannuation Funds (PSMSF) module you need to have previously attained the competency units contained in the modules Financial Planning in Practice (FPP) or GK which is half of the FPP module for Generic Knowledge (General Advice only) and Principles of Retirement and Superannuation (PRS) or the equivalent if you have previous studies with another provider, see below for competency unit listing. Evidence required upon enrolment.|
|Study Method: Blended Delivery (tutorial workshop & self-paced learning)||Blended delivery includes a series of tutorial workshops 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. 567 hours over a maximum of 8 months is the recommended timeframe for students new to the industry.|
|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. 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
* Call us for our special offers now on 1300 88 33 46.
Units of Competency
Core Competency Units
FNSASICZ503 – Provide advice in Financial Planning
FNSINC401 – Apply principles of professional practice to work in the financial services industry
FNSFPL501 – Comply with financial planning practice ethical and operational guidelines and regulations
FNSFPL502 – Conduct financial planning analysis and research
FNSFPL506 – Determine client requirements and expectations
FNSIAD301 – Provide general advice on financial products
FNSASIC301 – Establish client relationship and analyse needs
FNSASIC302 – Develop, present and negotiate client solutions
Core Competency Units
BSBITU402 – Develop and use complex spreadsheets
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
FNSASICU503 – Provide advice in Superannuation
Core Competency Units
FNSFPL503 – Develop and prepare financial plan
FNSFPL504 – Implement financial plan
FNSFPL505 – Review financial plans and provide ongoing service
FNSFMK502 – Analyse financial market products for client
FNSFMK503 – Advise clients on financial risk
FNSSMS501 – Invest self-managed superannuation funds assets
FNSSMS505 – Support trustee in the selection and performance monitoring of outsourced services
FNSSMS601 – Provide advice in self-managed superannuation funds
FNSSMS602 – Apply taxation requirements when advising in self-managed superannuation funds
FNSSMS603 – Apply legislative and operational requirements to advising in self-managed superannuation funds
This activity has been accredited for Continuing Professional Development (CPD) points by the SMSF Professionals’ Association of Australia Limited.
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 006725 for 25.75 CPD points*