General Advice Skills program
Take your general advice from good to great
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Is your general advice as effective as it could be?
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
- 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.
Who is this course suitable for?
This course will suit anyone who wants to learn what it takes to deliver effective general advice in superannuation.
It is specifically designed for staff who provide information or financial product advice directly to clients, such as:
- contact centre staff
- relationship managers, or other staff responsible for running educational seminars for super fund members
- sales and marketing team members.
What’s covered in the course?
The course covers two essential areas:
Gain an understanding of general advice (including a RG 146 refresher), and what it takes to communicate clearly with clients.
Apply the theoretical concepts learnt in the knowledge centre to real-world scenarios via engaging activities and games.
By completing this course, it is expected that learners will be able to display a knowledge and understanding of the following areas:
- the differences between personal advice, general advice and factual information
- the Australian Financial Services Licence requirements for providing advice
- how to comply with conduct and disclosure obligations
- how to provide useful, relevant and accurate general advice in super
- general advice boundaries and how to minimise risks and avoid compliance breaches when providing advice
- how to select and use effective communication strategies when dealing with clients
- how to confidently speak to clients and members using active listening and effective questioning skills
- strategies for retaining members
- the importance of propriety and professionalism when providing advice.
How you’ll learn
This is a self-paced online interactive e-learning course that gives you the flexibility to study at any time, on any device. Also offered as a 3-hour facilitated virtual workshop.
What you’ll gain
Upon successful completion of an online exam, you will receive six CPD points and a certificate of completion.
How long it will take to complete
The estimated time commitment to complete the course is approximately 10 hours (including self-paced study time).
Six Continuing Professional Development (CPD) points for members of ASFA’s Professional Accreditation Program.
Pricing (including GST)
* For corporate workshop enquiries, please contact us.
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