INVESTMENT FOR THE SUPERANNUATION

This course is a diploma-level course that meets nationally recognised units of competency.

The course will provide learners with a broad understanding of how superannuation is invested. The course is suitable for people at all levels of the industry, covering both basic and advanced investment concepts. It may be completed as a standalone subject or combined with AIST's superannuation industry specific RG146 and Insurance for the superannuation industry to attain a Diploma of Superannuation (FNS50710).

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TOPICS WILL INCLUDE

Module 1: Introduction to Investments Income & Capital Return Time horizon Compounding Basic Investment terminology Risk and return Diversification Debt and equity Liquidity Investment risk	Module 5: Service providers and market participants Custodians Actuaries Asset consultants Fund managers Auditors Capital market participants
Module 2: Asset Classes Major asset classes Alternatives and Unlisted assets Hedging and Derivatives Short selling Arbitrage	Module 6: Asset Valuations Asset Valuations Future / Present values Annuity calculations Simple and compound interest Rates of return Rule of 72 Discounted cash flow Crediting and unitization Perpetuity
Module 3: Investments, economics and regulation CPI Economic Risk Supply and Demand Legislative risk Consumer sentiment Market regulation Dividend	Module 7: Management styles Selecting and monitoring Fund managers Manager styles Alpha and Beta Benchmarking
Module 4: Managed Investment Products Managed investment products Portfolio theory Standard Deviation Statistics and probability Listed investment companies & ETF's	Module 8: Trustee considerations Investment objectives Investment Strategy Strategic Asset allocation Tactical asset allocation Implementing strategies Monitoring investments

WHO SHOULD ATTEND?

Investment for the Superannuation Industry is designed for a wide range of participants working in superannuation.

TRAINING METHODS

Facilitated Training

Face-to-face facilitation is delivered over 3 full days, made up of group discussions, practical exercises and examples. Facilitated training provides a structured learning environment and provides a platform for networking and forming relationships with people within the industry.

Self-paced Learning

AIST offers self paced learning as an alternative to facilitated training. Self-paced learning enables you to control the pace of your learning providing you with the opportunity to take maximum advantage of your preferred learning style and time.

Some benefits of self-paced learning are as follows:

You are able to set your own pace and timelines therefore you are not dependent on the structure and pace established within a facilitated course
Flexibility to start and end the course at your convenience ensuring efficient use of your time
Access to trainers for mentoring and answering questions, ensuring any difficulties are overcome during your learning experience.

All participants have 6 months to complete the assessments. If you have not completed the assessment within the 6 month period you will be required to re-enrol in the course and incur the full enrolment fee again.

ASSESSMENT

In order to be found competent in your course you will be required to successfully complete two (2) assessments, they are as follows:

Open book exam: This is a two hour exam, where we will co-ordinate a convenient date and time to be supervised at AIST's office or at your workplace with an approved supervisor.
Assignment: This is an assessment of case studies and scenarios.

NATIONALLY RECOGNISED UNITS OF COMPETENCY

This course comprises of 2 units of competency from the FNS10 Financial Services Training Package:

FNSFMK505A Comply with financial services legislation and industry codes of practice
FNSORG604A Establish outsourced services and monitor performance

AIST CPD HOURS

18 hours (including assessments where required). Participants may also be eligible for 18 Accreditation Status Points as well as 18 Loyalty Reward Points. Further information on the AIST Accreditation and Loyalty Reward Programs may be found on the AIST Website

FACILITATED PRICES

COURSE RATES	EARLY BIRD RATE INCL. GST (Register 14 days before course date)	STANDARD RATE INCL. GST (Register within 14 days of the course date)
AIST Members	$1,660.00 (GST Exempt)	$1,826.00 (GST Exempt)
Non-AIST Members	$2,060.00 (GST Exempt)	$2,266.00 (GST Exempt)

SELF-PACED PRICES

COURSE RATES	STANDARD RATE INCL. GST (Register within 14 days of the course date
AIST Members	$970.00 (GST Exempt)
Non-AIST Members	$1,200.00 (GST Exempt)

REGISTRATION

DATE/S	TIME	LOCATION	REGISTRATION
June 13,14,15	9:00am to 5:00pm	MELBOURNE	Online	by Form
July 25,26,27	9:00am to 5:00pm	BRISBANE	Online	by Form
August 29,30,31	9:00am to 5:00pm	MELBOURNE	Online	by Form
October 17,18,19	9:00am to 5:00pm	SYDNEY	Online	by Form

PDF FACT SHEET AVAILABLE

This course is also available to in-house groups with a minimum 5 people. If you wish to conduct an in-house session within your office please contact AIST to arrange a suitable time on 03 8677 3800 or training@aist.asn.au

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