Investment for the Superannuation Industry

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 FNS50715 Diploma of Superannuation.

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 register?

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

Training methods

Facilitated Training
Facilitated course delivery occurs over two (2) consecutive days and students benefit from the opportunity to participate in group discussions and complete practical exercises. The format also provides a platform for networking with people in the industry.

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. You must be supervised at AIST's office or at your workplace with an approved supervisor.
• Assignment: This is an assessment of case studies and scenarios.

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.

Nationally Recognised Units of Competency

This course comprises of 2 units of competency from the FNS Financial Services Training Package.

FNSFMK505 Comply with financial services legislation and industry codes of practice
FNSORG604 Establish outsourced services and monitor performance

AIST CPD Hours

18 hours (including assessments).

Delivery method	Facilitated
CPD Hours	18 hours

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	*Earlybird	Standard	Self-Paced
Member	$1,765.00	$1,940.00	Not Applicable
Non-Member	$2,185.00	$2,400.00	Not Applicable
All prices are GST exempt	*Register 8 weeks before course date. Does not apply to self-paced study

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