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.
Upon completion of this course, you will be able to:
– explain the differences between factual information and financial product advice
– explain the differences between general and personal financial product advice
– provide useful, relevant and accurate factual information
– understand the factual information boundaries and how to minimise risks and avoid compliance breaches.
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.
Corporate virtual workshop options available – contact us to discuss
Flexible online
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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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