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.

What’s covered in the course?

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.

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 6 hours.

Pricing

Member: $495
Non-member: $570

CPD Points
6 Continuing Professional Development (CPD) points awarded upon successful completion of this course.

Enquiries

For all enquiries, contact ASFA Learning.