General Advice Skills program

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 already RG 146 compliant and certified to provide general advice in superannuation 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.