Facts, Information and General Advice

Providing non-compliant financial advice can be detrimental for the member and may result in legal consequences for the fund.

This 3 hour session provides participants with the skills and tools they need to outline the different types of financial advice defined in the Corporations Act, to provide an overview of advice documentation and to understand best practice in the provision of financial advice.

Key topics include:

  • The different levels of advice given to members
  • Common queries that could lead you to give the wrong level of advice 
  • Strategies on how to help members without putting you or their retirement savings at risk 

 

Who should register?

Member facing roles, fund representatives, Business Development Managers.

Assessment

N/A

Delivery methodFacilitated - group
CPD Hours3 hours

*EarlybirdStandard
Member $560 $615
Non-Member $680 $745
*Register 8 weeks before course date

Date/sLocationTimeRegistration

2019 Dates

5 August Melbourne  9:00am - 12:00pm Register Online
6 August Sydney 1:00pm - 4:00pm Register Online


To book a session, or for further information, please contact the AIST education team on 03 8677 3800 or 
training@aist.asn.au

Please note: To ensure we are able to meet your dietary needs, please let us know via training@aist.asn.au at least 48 business hours prior to the event. Unfortunately, we are unable to cater to special requirements after this timeframe.