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OUR SPECIALTIES : FINANCIAL ADVICE

Getting a Grasp on Financial Advice

This course consists of approximately 60 minutes of training time and introduces learners to the basics of Financial Services Reform and the impact it has on the way they work with your clients. It’s designed for employees who are not authorised to give financial product advice under the current financial service reform measures and thoroughly defines what is and isn’t considered financial product advice.

Topics covered are:

  • What is Financial Services Reform?
  • Not Giving Financial Advice
  • What Would You Do?
  • Financial Services Reform and Your Workplace
  • Financial Advice Assessment

For more information on this course or if you would like to review the content, please contact us here at The Learning Group.

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