Course Name |  | Margin Lending and Geared Investments |
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Course Information | | For full RG146 compliance against the specified knowledge and skills, participants must complete an ASIC approved course for Generic Knowledge and Skills. |
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Competencies Covered | | Provide advice on Margin Lending facilities (Unit of competence not yet available) |
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Award Given at Completion | | Certificate of Completion |
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Specialist Knowledge | | Margin Lending Facility |
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Tier | | 1 |
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Where Course Delivered | | All of Australia |
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Delivery Method | | Computer-based, Distance, Offsite training room, Onsite training room, Self-paced, Face-to-face |
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Assessment Type | | Examination - open book, Computer based |
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Start Date | | 1/2/2010 |
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Duration/Total Hours | | 20 |
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Approximate Cost | | $250.00 |
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Pre95 | | No |
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This course is currently being offered |
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| COORDINATOR DETAILS | | |
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Name | | David Indge |
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Phone Number | | 1300 662 203 |
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Fax Number | | 02 9908 0250 |
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Email Address | | courses@kaplan.edu.au |
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| COVERAGE GRAPH | | |
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| TOPICS COVERAGE | | |
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Gearing
The growth of personal investment, Volatility downside risk and gearing, Gearing vs. repayment of debt, Appropriate asset classes for gearing, Risk reduction in a geared portfolio, Which clients should consider a geared investment strategy.
Fundamentals of margin lending
Margin lending background, Investor rights and obligations, Loan security ratios, Gearing ratios, Buffers, Margin calls, Managing margin lending risk.
Alternative gearing strategies and taxation
Gearing level classifications, Mortgage redraw and line of credit lending, Geared share funds, Protected equity loans, Instalment warrants,Instalments vs. margin loans, Double gearing strategies, Taxation and gearing.
Compliance
Margin lending redefined, The Corporations Act 2001, Client Privacy, The Anti-Money Laundering and Counter-Terrorism Financing Act 2006, Disclosure documents, Formal dispute resolution.
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| PROVIDER DETAILS | | |
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Provider | | Kaplan Education Pty Ltd (formerly Tribeca Learning (Australia) Pty Ltd) |
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Contact | | David Indge, National Manager Vocational Education. |
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Phone Number | | 1300 662 203 |
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Fax Number | | 02 9908 0250 |
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Email Address | | david.indge@kaplan.edu.au |
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URL | | www.kaplan.edu.au |
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