General advice can be very powerful when delivered well. Effective general advice helps super fund members better understand products and strategies, leads to the delivery of great customer service, and minimises your risk of compliance breaches.
So what does it take to deliver effective general advice? It’s a combination of both knowledge and skills. Simply knowing the difference between general and personal advice isn’t enough. It’s just as important to have the skills to communicate general advice in a way that clients will understand.
If you are already RG 146 compliant and certified to provide general advice in superannuation, the General Advice Skills Program is designed to give you everything you need to deliver effective general advice in superannuation; the knowledge, the skills and the confidence. For those not yet RG 146 compliant and certified to provide general advice in superannuation, then you should complete ASFA’s RG 146 Superannuation course prior to enrolling in the General Advice Skills Program.
The course covers two essential areas:
Knowledge centre
Gain an understanding of general advice, and what it takes to communicate clearly with clients.
Skills centre
Apply the theoretical concepts learnt in the knowledge centre to real-world scenarios via engaging activities and games.
Upon completion of this course, you will be able to:
– explain the differences between personal advice, general advice and factual information
– understand the Australian Financial Services Licence requirements for providing advice
– comply with conduct and disclosure obligations
– provide useful, relevant and accurate general advice in super
– understand general advice boundaries and how to minimise risks and avoid compliance breaches when providing advice
– select and use effective communication strategies when dealing with clients
– confidently speak to clients and members using active listening and effective questioning skills
– outline strategies for retaining members
– understand the importance of propriety and professionalism when providing advice.
This is a self-paced online interactive e-learning course that gives you the flexibility to study at any time, on any device.
Corporate virtual workshop options available – contact us to discuss
Flexible online
CPD Points
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Acknowledgement of Country
We want to respectfully acknowledge the Traditional Owners and Custodians of these lands, seas, and waters throughout Australia. We pay our respects to Elders both past and present. We acknowledge the history, the resilience and the continual contributions of Aboriginal and Torres Strait Islander peoples of their Country.
Acknowledgement of Country
We want to respectfully acknowledge the Traditional Owners and Custodians of these lands, seas, and waters throughout Australia. We pay our respects to Elders both past and present. We acknowledge the history, the resilience and the continual contributions of Aboriginal and Torres Strait Islander peoples of their Country.
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