Derivatives Adviser (General Advice)

Provider Mentor Education
Course Outcome 7.5 CPD points
Study Mode Online
Duration Max. 6 months
Start Date Anytime – start today!
Cost $780.00
  • What you'll learn


    Become authorised to provide advice on regulated derivatives products. This short course is perfect for anyone looking to expand their range of advisory expertise. It will give you the technical skills you need to provide general advice to clients who are looking to manage investment risk by using derivatives products.

    Offered online by Mentor Education, this program will give you the skillset and technical know-how to offer general advice on the Australian economy and financial markets, investment funds, equity options and futures strategies.

  • Ideal for


    There are no formal entry requirements for this short course.

    This course is ideal for:

    • Asset consultants
    • Trustees and managers with exposure to derivatives products
    • Financial advisers seeking to enhance their investment advisory capability
    • Anyone looking for employment with derivatives dealers or engaged in the promotion of derivatives products
  • Career Outcomes


    Completion of this ASIC-registered course will give you the confidence to provide general financial planning advice to your clients.

    Worth 7.5 CPD points, this short course will allow you to inform your clients of derivatives products. Equip yourself with knowledge of the legal rights and responsibilities of a consultant!

  • Course Content


    Australia industry essentials (generic knowledge)

    • Australian economy
    • Australian financial markets
    • Investment funds
    • Corporations Act
    • Regulatory environment
    • Licensees and representatives
    • Ethics

    Derivatives (specialist knowledge)

    • Introduction to derivatives
    • Introduction to equity options
    • Option pricing (1)
    • Option pricing (2)
    • The taken call
    • The taken put
    • The written call
    • The written put
    • Index options
    • Options trading, clearing and settlement
    • Warrant issuers
    • Introduction to trading warrants
    • Index, currency and commodity warrants
    • Introduction to instalments
    • Instalments, endowments and SIPs
    • Introduction to futures
    • Futures strategies
    • CFD
  • Payment Information


    Ready to get started straight away?

    Pay and enrol for this course through our quick and secure checkout system. MasterCard, Visa and PayPal accepted.

  • Why Mentor Education?


    Mentor Education is one of Australia’s leading RG146 compliance training providers for the financial services industry. By specialising exclusively in this field of training, Mentor is able to focus on delivering professional development courses of the highest quality. Thanks to their flexible delivery options, you can complete a nationally recognised qualification in financial planning entirely online, and without disrupting your career. Take advantage of Mentor Education’s long-standing industry reputation and commitment to ongoing professional development by enquiring about a course today.

    As a student of Mentor Education, you’ll receive access to an experienced financial adviser Monday to Friday, 9am-5pm by telephone and email, so you’re always assured of timely feedback and assistance.

    Students of this program will also benefit from complementary inclusion of Mentor Education’s Career Pathway Program. This comprehensive suite of career-building tools includes a 12-month professional development subscription, association membership and regular updates on industry news and events.