An interactive and engaging online course on how to provide useful, relevant and accurate factual information without crossing the line.
Why complete this course?
Good quality factual information can often be useful for members wishing to better understand the financial products or strategies available to them. This interactive online course is designed specifically to support staff who provide information directly to members. It looks at what factual information and financial product advice are, the differences between them, and ways of providing quality factual information whilst avoiding providing financial product advice when you are not licensed to do so.
What’s covered in the course?
- the differences between factual information and financial product advice
- the differences between general and personal financial product advice
- how to provide useful, relevant and accurate factual information
- factual information boundaries and how to minimise risks and avoid compliance breaches.
Is this course right for you?
This course will suit anyone who wants to learn what it takes to deliver effective factual information without breaching AFSL requirements by providing financial product advice when not authorised to do so.
It is specifically designed for staff who provide information directly to members, such as:
- contact centre staff
- relationship managers
- staff responsible for running educational seminars for super fund members
- sales and marketing team members.
Super flexible learning
Factual information vs financial product advice is delivered completely online in an interactive e-learning format comprising 1 e-learning module, 3 e-learning activity modules, and a final quiz. Online delivery means you can study anywhere, anytime.
You can also choose to complete the course as a 1-hour facilitated virtual workshop.
ASFA’s virtual workshops are a live and interactive learning experience. Participants can engage with industry-leading presenters who are experts in their field, together with their peers, just like they would at an ASFA face to face workshop. It is a unique opportunity to workshop ideas and concepts in a collaborative online environment facilitated by experts.
Virtual workshops are limited to 30 participants to allow for discussion, and to ensure that participants have ample opportunity to ask presenters questions.
Corporate virtual workshop options available – contact us to discuss.
Upon successful completion of the Factual information vs financial product advice course you will receive an ASFA Certificate of Completion.
Factual information vs financial product advice is self-paced, so while the e-learning modules give you a suggested timing, every learner is different and should work at their own pace. The estimated time commitment for the whole course is approximately one hour.