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Property Investment Adviser (General Advice)

$990.00
AT A GLANCE
Provider Mentor Education
Course Outcome 15 CPD points
Study Mode Online
Duration Max. 6 months
Start Date Anytime – start today!
Cost $990.00
  • What you'll learn

     

    Pass on important knowledge to your clients about wealth creation by becoming a qualified property investment adviser. You will learn everything from how to establish a rapport with your clients through to the technical details of insurance, taxation and superannuation that are all involved in giving good property advice.

    You will start by understanding the general drivers of the Australian economy and financial markets, and learn the ins and outs of the regulatory environment, including the Corporations Act.

    Once you have a thorough understanding of the boundaries in which you will operate as a property investment adviser, you will be taken through the detail of personal taxation, general and personal insurance, and superannuation.

    Not only will you finish with a full kit of property investment knowledge, this short course is offered by Mentor Education in accordance with ASIC’s RG146, so you can comply with industry requirements before you give general advice.

  • Ideal for

     

    There are no formal entry requirements for this course.

    It is suitable for property investment advisers, mortgage brokers, accountants, real estate agents and property developers, or anyone in a client-facing role providing or collecting information regarding property investment.

  • Career Outcomes

     

    Completion of this short course will provide you with RG146 certification so you’re compliant with property investment advice regulations. This program  will prepare you to inform clients about property investment matters and products.

  • Course Content

     

    Australian industry essentials:

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

    Property advice fundamentals:

    • Wealth creation
    • Personal taxation
    • Wealth creation fundamentals
    • Establishing client relationships
    • Understanding insurance
    • General insurance
    • Personal insurance
    • Legal obligations and compliance
    • Introduction to superannuation
    • Self-managed superannuation funds
    • Property securities market
  • 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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