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This course consists of approximately eight and a half hours training time if the full training program is implemented. The course was developed for financial services organisations to provide Tier 2 learning to its employees and authorised representatives in order to meet the requirements of PS 146. The training is designed to complement other specific financial advice training provided by your organisation. Employees and authorised representatives will learn about relevant legislation, the economic environment, financial markets, and types of financial products.
The Financial Services training program consists of a maximum of 20 modules, with packaged module “sets” of between 14 – 20 modules.
Topics covered are:
- FSRA Tier 2 Overview
- FSRA & PS146
- Financial Service Regulators
- Understanding the Economy and Economic Cycle
- Supply, Demand and GDP
- Inflation
- Monetary and Fiscal Policy
- Interest & Exchange Rates
- Role of Issuers, Intermediaries, Financial Markets & Products
- Application of Taxation
- Legal Principles Regarding Deposit Products
- Standard Deposit Products
- Non-Cash Payment Facilities
- Consumer Credit Insurance & Consumer Credit Code
- Legal Principles & General Insurance
- General Insurance Code of Practice
- Operations of Markets & Intermediaries
- Conditions, Exclusions, Pricing, Taxation and Level of Coverage of Insurance Products
- Types of General Insurance Products & Their Underwriters
- General Insurance Development & Characteristics
For more information on this course or if you would like to review the content, please contact us here at The Learning Group.
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