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Foreign Exchange Adviser (General Advice)

$780.00
AT A GLANCE
Provider Mentor Education
Course Outcome 5 CPD points
Study Mode Online
Duration Max. 6 months
Start Date Anytime – start today!
Cost $780.00
  • What you'll learn

     

    In order to give advice on foreign exchange you will need to gain authorisation through ASIC’s RG146 certification. This online short course will not only qualify you to provide general information on foreign exchange investment, it will equip you with the knowledge you need to succeed as a financial adviser working with derivatives.

    Learn at your own pace as you make your way through the fundamentals of personal taxation, estate planning and wealth creation. You will be given tools to help you establish client relationships, allowing you to identify their objectives, as well as develop strategies and solutions to suit their needs.

    The course covers a range of specialised foreign exchange areas from the foreign exchange market to products and currency options. You’ll learn about spotting exchange rates, forward cover and hedging, and the taxation surrounding FX gains and losses.

    Take this course to gain a thorough understanding of risks and rewards, so that you can offer appropriate information to your clients.

  • Ideal for

     

    There are no formal entry requirements for this course.

    It is suitable for anyone seeking employment with derivatives dealers or engaged in the promotion of derivatives products. It is also relevant to financial advisers who would like to increase their capacity to advise their clients on a range of investments, and anyone responsible for portfolios that have exposure to derivatives products.

  • Career Outcomes

     

    Completion of this short course will provide you with RG146 certification so that you are compliant with foreign exchange investment advice regulations.

    It will prepare you to inform your clients about foreign exchange investments and serves as a pathway to the Diploma of Financial Services (Financial Markets).

  • Course Content

     

    Australian industry essentials:

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

    Foreign exchange (specialist knowledge):

    • Overview
    • Characteristics of financial markets
    • Foreign exchange market
    • Overview of foreign exchange products
    • Spot exchange rates
    • Forward cover and hedging
    • Currency options
    • Taxation of FX gains and losses
    • Risk management
  • 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?

     
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    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.

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