Investment Adviser (General Advice)

Provider Mentor Education
Course Outcome RG146 certification
Study Mode Online
Duration Max. 6 months
Start Date Anytime – start today!
Cost $780.00
  • What you'll learn


    If you’re a financial adviser, this online Investment Adviser (General Advice) short course is sure to expand your knowledge of managed investment products.

    Delivered entirely online by Mentor Education, who is an authorised holder of an Australian Financial Services Licence (AFSL), this program is a credible and industry-endorsed way to gain training across managed investment products.

    By completing the course you’ll gain specialist skills and knowledge on investment planning. Subjects include shares, the bond market, constructing portfolios and taxation issues for investors.

    If you’re a financial adviser who wants to provide industry-compliant advice on investment opportunities to your clients, this is the course for you.

  • Ideal for


    This course is ideally suited to financial advisers seeking to enhance their advisory capacity to managed investments and securities.

    There are no entry requirements for this course, so anyone can apply!

  • Career Outcomes


    Upon completion of this RG146 certification you’ll gain specialist knowledge to provide industry-compliant advice to clients on investment opportunities like shares, fixed interest products, managed investment schemes and listed property trusts.

  • Course Content


    Australian industry essentials

    • Australian economy
    • Australian financial markets
    • Investment funds
    • Corporations act
    • Regulator environment
    • Licensees and representations
    • Ethics

    Investment planning

    • Introduction to financial markets
    • Introduction to managed investments
    • Securities – money market investments
    • Securities – the bond market
    • Securities – shares
    • Securities – property securities
    • Specialised investments
    • Constructing portfolios
    • Use of leverage
    • Taxation issues for investors
    • Conducting research
  • 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.