Providing information and general advice

The Federal Government’s early access to super scheme has seen fund employees drawn from a variety of roles to assist with the massive spike in member enquiries.

Those staff who have met the requirements of RG 146 in the past but who haven’t recently engaged with members regularly may need a refresher, and AIST has designed this self-paced course with them in mind. 

By the end of the training session, participants will be able to:

• Summarise the structure under which financial advice is provided
• Identify the difference between facts and information, general advice and personal advice
• Demonstrate confidence in speaking with clients and providing them with facts information or general advice

You may also be interested in our first COVID-19 related training session: Financial support for members affected by COVID-19