Tier 1 CFA Gap Program
About our Chartered Financial Analyst (CFA®) Training Program
The CFA® Gap program has been specifically designed for those who have successfully completed Level 1 (or higher) of the Chartered Financial Analyst (CFA®) program. It covers those areas of knowledge required to achieve RG 146 compliance that are not covered by Level 1 of the CFA® program.
Successful completion of the RG 146 Gap Training Program for CFA® Charterholders provides RG 146 compliance to provide general advice in:
- Tier 1 Securities
- Tier 1 Managed Investments
- Tier 1 Derivatives
- Tier 1 Foreign Exchange
To qualify for admission into this gap program you are required to provide evidence that you have successfully completed at least Level 1 of the CFA®. Please contact us for eligibility criteria.
Program Content
- The Australian economic environment
- Basics of Australian taxation
- The Australian legal environment – disclosure and compliance
Learning Outcomes
What you will learn
Who is this course for?
Units of Competency
Pre-requisite
To qualify for admission into this gap program you are required to provide evidence that you have successfully completed at least Level 1 of the CFA®.
If your CFA® qualification was obtained more than 5 years ago, your application will also need to be accompanied by a CV showing 5 years relevant working experience in the last 8 years.
Applicants must provide satisfactory documentary evidence of completion at the time of application.
Please email enquiries@financialeducation.com.au with your evidence to confirm eligibility piror to enrolment.
Recognition of Prior Learning
Certification
On successful completion, participants will be awarded a Certificate of Attainment confirming they are RG146 compliant to provide general advice in the Tier 1 speciality areas of Securities, Derivatives, Managed Investments and Foreign Exchange.
