RG146 Managed Investments

Course Overview

Our Tier 1 RG 146 Managed Investments Course is designed for individuals who require RG146 compliance to provide general advice on regulated Managed Investment products.

Including equity trusts, fixed interest trusts, serviced strata schemes, primary production schemes, film schemes, property trusts and real estate investment strategies.

To be RG146 compliant to provide general advice in Tier 1 Managed Investments, you must also successfully complete Generic Knowledge.

Program Content

  • Managed Investment concepts
  • Types of managed investments
  • Investment, portfolio management and risk
  • Analysing managed investments

Learning Outcomes

What you will learn

  • Who participates in the Australian managed investment sector and why
  • Characteristics and purpose of managed investment products
  • How managed investments are bought and traded to generate returns and manage risk
  • Approaches for evaluating managed investment performance

Who is this course for?

Units of Competency

Pre-requisite

Recognition of Prior Learning

Certification

Participants will be awarded a Certificate of Completion.

On successful completion of Generic Knowledge and Managed Investments, participants will be awarded a Certificate of Attainment confirming that they are RG 146 compliant to provide general advice in Managed Investments.

Explore our RG146 Courses

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Frequently Asked Questions

We offer an online, modular approach, allowing you to study and complete one RG146 specialist knowledge area at a time.

Under their Australian financial services licensing obligations, some firms are required to meet additional standards if any representatives give advice to retail clients (RG146). To assist AFS Licensees, we follow the syllabus prescribed by the Australian Securities and Investments Commission (ASIC) for each Tier 1 and Tier 2 specialist knowledge area. We are a Registered Training Organisation and an ASIC Authorised Assessor, so you can be assured that each RG146 course covers all the elements ASIC has specified advisers should learn. (RG 146.87).

Our RG146 Programs are self-paced with online learning resources & on-going support.
  • You have up to 12 weeks to complete the learning and assessment requirements for your Tier 1 RG146 Course.
  • You have up to 8 weeks to complete the learning and assessment requirements for your Tier 2 RG146 Course.
  • Experienced professionals can complete in less time.
  • An additional 4 weeks per course is available upon request. (We do not charge a fee for extension requests.)

  • The assessment is online, open-book and does not need to be supervised.
  • If you are unsuccessful, you can request up to 3 attempts.
  • A practice assessment is available to you.
 

Our courses, CPD and qualifications are 100% online, so you can start anytime, anywhere.

You can enrol your team, either
  • Online. Find the right course and make an online purchase or
  • Contact Us. The FEP Team can easily arrange your team's training.
What is FEPs Mortgage and Credit CPD program?2021-12-17T10:41:43+11:00

Our Credit and Mortgage Broking CPD (RG206) is an essential annual update for credit licencees. It covers everything you need to know in one convenient online course.  Each program earning 20 CPD points.

Our programs are packed full of essential regulatory updates and practical tips for achieving the best outcomes for your clients, efficiently and compliantly.

What others say about us

Parallels real workplace experience.

We have been using FEP for a number of years now. The course materials are highly professional and parallels real workplace experience. Staff greatly value participating in meaningful external training and are the greatest advocates.

Efficient, informative and accessible.

The content is well set out, clear and precise. My organisation does the course every year and we are continuing to learn new and interesting things with each new offering. The content is up to date with the industry and completely relevant to my role. I had all the support and learning resources available to get it done…

Extremely relevant and meaningful.

Our firm exclusively uses the services of Financial Education Professionals for all of our ongoing RG146, compliance and responsible manager training for our team. We find course materials extremely relevant and meaningful and this allows our team to have up to date, practical knowledge.

Peter McGuire, CEO, XM