Refresher topics on taking a holistic view of client circumstances and needs, to ensure advice you provide is appropriate and meets regulatory requirements.
Each course is offered by self study via our learning portal, FEP Online, providing you with online learning resources, support and assessment. FEP Online also enables the management, recording and reporting of CPD obligations.
An investment in securities carries with it taxation implications, and any earnings made from securities – income or capital gain – are taxable. As an adviser, you should have a broad understanding of how securities are taxed and therefore tax implications for your clients…read more
Superannuation contributions are important, as clients who contribute more money to the superannuation environment in the most tax effective manner are more likely to be able to beneficially fund their income needs in retirement…read more
Annuities have not been popular in Australia, or in fact anywhere in the world where they are not compulsory. While there are many reasons why they are not the retirement income of choice for Australians, we unpack the characteristics and features of annuities…read more
Investment bonds, also known as insurance bonds or growth bonds, came into existence in the early 1980s and became a very popular investment vehicle because of their tax effectiveness and the way that they enabled investors to save for significant life events….read more
A margin or investment loan is a form of gearing that lets clients borrow money to invest in approved shares or managed funds, using their existing cash, shares or managed funds as security. So, how does margin lending work?….read more