What if I miss a payment? Hi, I am preparing the case study on Walter Gannon too. How do I pay my fees? If you have not completed the assessment within the 6 month period you will be required to re-enrol in the course and incur the full enrolment fee again. Yes, just send us an email if you wish to make a one-off payment to finalise the fees or if you wish to increase your monthly instalments. I am a bit stuck on the first part about the income and expenses.

Are happy with our responsiveness. Licensing, disclosure and communication requirements Minimum trustee requirements to communicate with fund members Minimum legislative requirements in the financial services industry Current licensing arrangements for trustees of superannuation funds The disclosure documents required when providing financial product advice Module 3: All educational services will be suspended until failed payments are reconciled. No, create an account now. Asset classes and investment vehicles Main asset classes: Receiving contributions Who can contribute?

We will attempt to redebit your account 5 days after the failed payment. Can I receive my certificate before my payment plan is finalised?

Pinnacle Financial Services Academy – FAQs

I am a qualified financial planner with tertiary and vocational qualifications in financial planning and law. Specific assessment requirements are outlined on the individual course brochures.

RG for the Superannuation Industry This course is widely considered a necessary pre-requisite certification for most roles in the superannuation industry. Fees and Payments Can I claim the fees as a tax deduction? Cancel Register Your Interest. This is an assessment of case studies and scenarios. At Pinnacle, you can study at your own pace.

rg146 case study

For the real world. ASIC issued Regulatory Guide number RG as a guide to the minimum education standards required for those who wish to provide financial advice in the Australian market place. Social security Social security treatment of income in retirement Assessing age pension eligibility via means testing income and assets. I highly recommend that all trustee directors in the profit-to-member super sector consider completing the RG certification.


What makes me jump out of bed each morning? What does everyone think???

Some learners have the time to fully focus and complete the qualifications in the minimal amount of time, while others, due to life and work commitments, need to take things slower.

Using the Statement of Advice SoA that you have previously prepared and submitted for assessment, you take the assessor through the SoA as though they are a client. I checked my return rate as well as the management fees and they were really high. Janine Cini Trainer “The only way to do great work is to love what you do. For those wishing to work in the Australian financial services industry, RG training and certification is required because it is such a heavily regulated space.

Dip Fin Plan Case Study – RG Training Australia | InvestChat

Once your assessment has been deemed competent your student adviser will contact you with the results and arrange the skills assessment between you and your assessor. Paying benefits Preservation rules When a superannuation benefit become payable Unclaimed monies Taxation on benefit payments.

Printed course material is sent to students that have requested it, and access to online material will be provided. If the sun is shining an early morning horse ride is a must. Job requirements Because many job roles in financial services are not financial planning roles, they require RG compliance in only one or two specific areas.


It is also better value to enrol in the full Diploma qualification, compared to enrolling on a module by module basis.

rg146 case study

If you are seeking to provide financial advice, understand what it is you will be authorised to provide advice on. Pinnacle does not issue certificates until the fees are paid in full.

This can take up to 14 days to arrange. It can take up to 21 days from the time all your assessments have been deemed competent.

Dip Fin Plan Case Study – RG146 Training Australia

Up to 21 days from submission What is a Skills Assessment? Training methods Facilitated Training Facilitated course delivery occurs over three 3 consecutive days and students benefit from the opportunity to participate in group discussions and complete practical exercises. In March I was appointed Director at CLIME Private Wealth where I use my experience, technical knowledge and coaching abilities to provide advice to baby boomers transitioning into their version of retirement.

The purpose of superannuation A brief history of the superannuation Industry The federal government’s retirement income policy Different types of benefits and fund arrangements Choice of fund Legislation The main service providers in the superannuation industry. I have come away with a deeper understanding of this part of our fund and I know I will be better informed and more effective when in the board room and as a member of Audit, Governance and Risk committees as a result.

rg146 case study

Josh Wilson Trainer “Limitations live only in our minds.