Accredited Training

(DPML) Margin Lending

This module examines gearing and margin lending advice against the background of the regulatory changes that came into effect on 1 January 2010 and in the context of the National Consumer Credit package. This module outlines the new regulatory regime, summarises gearing products and strategies, assesses margin lending products and available features, and presents strategies for providing best quality advice to retail clients in the areas of gearing and margin lending.

Course Outline:

• Core requirements of AFSL license holders and those representatives able to provide advice on margin lending facilities
• current gearing facilities and products, as well as alternative wealth accumulation strategies
• assesses the suitability of gearing products, risks and benefits
• core product features of margin lending
• skills and strategies advisers need to provide advice on gearing

This module fulfils ASIC’s RG 146 specialist knowledge requirements for Margin Lending.

Margin Lending Brochure

Course Provider

Pinnacle is an innovative, Australian-owned education company. We offer flexible and progressive study programs designed to help students build dynamic careers in the financial services industry.

Pinnacle gained status as a registered training organisation (RTO number 91217) in March 2006, providing accredited training services in the financial services sector. Under its scope of registration, Pinnacle offers the (FNS50804) Diploma of Financial Services (Financial Planning) and the (FNS60404) Advanced Diploma of Financial Services (Financial Planning). Pinnacle’s courses are nationally recognised and meet the rigorous standards set out in the Australian Quality Training Framework (AQTF).

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