Margin Lending Adviser

Provider Mentor Education
Course Outcome 23.75 CPD points
Study Mode Online
Duration Max. 6 months
Start Date Anytime – start today!
Cost $520.00
  • What you'll learn


    Gain the specialised skillset needed to provide compliant advice to clients in this online Margin Lending Adviser course.

    Delivered by leading financial services trainers, Mentor Education, the course is designed to meet the needs of anyone seeking professional endorsement from an Australian Financial Services Licence (AFSL) holder.

    You’ll develop the technical know-how and specialist skills to provide informed advice to clients regarding margin lending, including how to recommend appropriate services and provide research to support your advice.

    This course meets the requirements of ASIC’s RG146 guidelines, and will see you awarded with 23.75 CPD points.

  • Ideal for


    There are no formal entry requirements for this course.

    It is best suited to professionals currently employed in a role that relates to margin lending, or to financial advisers seeking to expand their advisory repertoire to include margin lending.

  • Career Outcomes


    If you have already completed a Diploma of Financial Planning, you will be issued a Statement of Attainment listing the ASIC RG146 competencies achieved.

    Individuals who do not hold the above will receive a Statement of Completion.

    You will also be awarded with 23.75 CPD points.

  • Course Content

    • Overview of margin lending course
    • Essentials of margin lending
    • How to take out a margin loan
    • Risks associated with margin lending
    • Opes Prime and Storm Financial
    • Legislative and regulatory environment
    • Responsible lending requirements
    • Margin calls
    • Taxation treatment of margin loans
    • Investment strategies
    • Economic outlook
  • 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.