Structured Training 2020

Understanding Retirement & Investment Advice Strategies Structured Training

Purpose

The purpose of the ‘Understanding Retirement & Investment Advice Strategies’ Structured Training is for learners to:

  • understand the different strategies and recommendations provided by financial advisers involving pension, debt and non-super investments
  • outline the benefits and risks of pension, debt and investment recommendations
  • provide an understanding of how pension, debt and investment strategies fit within the advice process and its importance
  • ensure previous learnings about pension, debt and investment strategies are retained and kept current

At the end of this training, team members will be able to distinguish how pension, debt and investment advice strategies fit within the advice process and evaluate these strategies with more confidence.

Scope

This training covers the following,

  • transition to retirement
  • pension refresh
  • debt consolidation
  • debt avalanche
  • debt snowball
  • debt recycling
  • margin loan
  • dollar cost averaging

Target Audience

This training is open to those team members with at least 12 month’s tenure or more. Qualified participants nominated by their clients are prioritised on a first come, first serve basis.

Duration

This training is approximately a 2-hour session via Zoom Video Conference meeting.