Financial Education Professionals is a leading provider of technical training in financial services. We deliver innovative, contemporary training solutions developed by prominent industry experts and education specialists.
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:
- Managed Investments
- Foreign Exchange
If you require compliance to provide personal advice, you must also complete RG146 Skills (Personal Advice).
RG146 CFA® Gap Training Program course topics are:
- The Australian economic environment
- Basics of Australian taxation
- The Australian legal environment – disclosure and compliance
Please refer to our Course Brochure for eligibility criteria.
Check out our complete RG 146 specialist knowledge areas.
Once you have gained RG146 compliance, ASIC requires that you maintain your compliance by undertaking annual professional development courses relevant to your activities. Our CPD program for advisers – cpdevolve – can assist you to meet these continuing training obligations.
We have developed a CFA CPD training plan (18 CPD hours/points) specifically designed to meet these continuing training obligations. Please contact us to enrol or for further information.