Nationally
Recognised Courses
Diploma of Financial Services (Superannuation)
To obtain your Diploma of Financial Services (Superannuation)
you need to complete:
- RG146 for the superannuation industry *
- Insurance for the superannuation industry
- Investment for the superannuation industry
RG 146 for the
Superannuation industry | CPD: 24 hrs
To provide advice in superannuation, or in a financial planning
context, you must meet the Australian Securities and Investments
Commission's (ASIC) Tier 1 Compliance requirements. AIST's RG 146
course formally addresses the National Competency Standards, which
are approved by ASIC as meeting Tier 1 compliance as defined in the
Regulatory Guide 146. You can find the Regulatory Guide 146 at the
following website www.asic.gov.au.
For a full outline of our RG 146
course, please download the
fact sheet and pre-enrolment information.
Delivery Dates
For upcoming dates of
RG 146 in your state, please visit our
Calendar of Events and Training
Registration
Registrations can be submitted by completing (and returning) the
Registration Form, or
registering online via the
Calendar of Events & Training
Insurance for the Superannuation industry |
CPD: 24 hrs
Insurance for the superannuation industry is beneficial
for people working in both the superannuation and insurance
industries. The course will assist students to better
understand the structures, regulations and benefit designs of
insurance products within superannuation.
Insurance for the superannuation industry is a
diploma-level course that meets nationally recognised units of
competency. It may be completed as a standalone subject or
combined with AIST's RG146 for the superannuation
industry.
For a full outline of our
Insurance course, please download the
fact sheet and pre-enrolment information.
Delivery Dates
For upcoming dates in
your state, please visit our
Calendar of Events and Training
Registration
Registrations can be submitted by completing (and returning) the
Registration Form, or
registering online via the
Calendar of Events & Training
Investment for the Superannuation industry:
Available Semester Two 2010
Diploma of Financial
Services (Financial Planning)
The following AIST
facilitated modules are owned, maintained, administered, and
assessed by Kaplan inc.
DFS 2 - Risk
Management | CPD: 24 hrs
|
Fact Sheet
|Registration Form |
This course is
designed to provide students with an understanding of the
contemporary Australian general and life insurance
industry.
DFS 3 - Investment Planning
1 | CPD: 24 hrs
|
Fact Sheet
|Registration Form |
This course is
designed to provide students with an understanding of investment
options in Australia, enabling advisers to offer appropriate
investment solutions.
DFS 4 - Super &
Retirement Planning | CPD: 24
hrs
|
Fact Sheet
|Registration Form |
This course is
designed to provide students with an understanding of
superannuation and social security systems.
Advanced Diploma of
Financial Services (Financial Planning)
The following AIST
facilitated modules are owned, maintained, administered, and
assessed by Kaplan inc.
DFS 5 - Taxation
Planning | CPD: 24 hrs
|
Fact Sheet
|Registration Form |
This course is
designed to provide students with an understanding of Australian
Taxation Law as well as help them to develop appropriate tax
strategies.
DFS 6 - Estate
Planning | CPD: 24 hrs
|
Fact Sheet
|Registration Form |
This course is
designed to provide students with an understanding of financial
planning issues involved prior to, and following, death.
DFS 7 - Investment Planning
2 | CPD: 24 hrs
|
Fact Sheet
|Registration Form |
This course
builds upon Investment Planning 1 (DFS3 Equivalent), and explores
the theoretical concepts behind investing, including financial
statements, portfolio theory and international investments in
greater detail.
DFS 8 - Financial Plan
Construction & Review | CPD: 24
hrs
|
Fact Sheet
|Registration Form |
This course is
designed to provide students with an understanding of how to write
a practical, comprehensive and deliverable Statement of
Advice.