Financial services education
DeakinPrime offers financial organisations an industry-leading suite of compliance products that meet all RG146 training requirements. This suite can be used as individual training products or as a complete training solution to ensure compliance with regulations.
The product suite includes:
DeakinPrime also understands the complexity and tiered nature of the RG146 requirements and can provide training and assessment options around the specific requirements of all financial advisers and representatives providing different levels of advice.
This isn’t limited to just the types of products but also to the type of advice including:
- No advice requirements (core knowledge only)
- General advice requirements (no skills required)
- Personal advice requirements (skills required)
DeakinPrime provides its clients with more than just compliance training. We offer rich and engaging interactive learning experiences that are never simply about ticking a box. As part of Deakin University, one of Australian’s most respected providers of tertiary education, we offer excellence in learning, with value and development as the key outcomes for clients.
Competency assessment toolkit
DeakinPrime’s has developed a competency assessment tool that is designed to allow managers to analyse an adviser’s skills, knowledge and competency against the financial services and products that they have been authorised to provide at a General and Personal advice level. The tool is mapped to ASIC requirements (RG146) and can also be mapped to your organisation’s own internal performance standards.
The tool helps organisations to ensure their adviser workforce have the required skills and knowledge to ensure compliance and performance.