ASIC Tier 2 Accreditation Course
Course Information
FutureStaff’s Training and Assessment Package for Basic Deposit Products, Non-Cash Payment Products and General Insurance Products has been designed to fulfil the requirements of the Australian Securities and Investment Commission (ASIC) requirements for Training of Authorised Representatives at Tier 2 level.
FutureStaff has aligned this package to the two units of competence (FNSASIC301B and FNSASIC302B) endorsed by the National Finance Industry Training Advisory Board which describe the competent level of performance of an authorised representative advising on Tier 2 Products and Services.
Participation in the 2-day workshop will involve working with a facilitator to cover the knowledge and skills required at Tier 2 level. The training program can cover Basic Deposit Products and Non Cash Payment Products only or include General Insurance Products if required. Upon successful completion of the 2-day workshop and the assessment of the associated workbook, participants will be awarded certification for ASIC Tier 2 and a Statement of Attainment for the 2 ASIC units from Certificate III in Financial Services.
Course Content
PART 1 - FINANCIAL SERVICES
- The Economic Environment
- Financial Markets
- Financial Products
- Taxation Issues
- Disclosure and Compliance
- Ethical Advising
PART 2 - CUSTOMER SERVICE
- Identifying Customer Needs
- Promoting Sales and Products and Services
- Referring Customers
PART 3 – SKILLS AND KNOWLEDGE ASSESSMENT
- Workshop role plays with participants to assess skills and workbook assessment for the knowledge component of the course. Some pre-course work is required.
Who should attend?
All Financial Service Provider employees who provide financial product advice in relation to Basic Deposit Products, Non-Cash Payment Products and General Insurance Products to retail customers.
Course Outline → Enrol Now → Workshop Schedule →