Course curriculum

  1. Introduction

  2. What is Digital ‘Robo’ Advice

  3. Regulatory Challenges

  4. Compliance Requirements: RG255

  5. Demonstrating Compliance with BID and RG255

  6. Quiz

About this course

  • $49.00
  • 6 lessons
  • 0.5 hours of video content

About this course

Our Digital Advice Compliance Guide short course provides an in depth analysis of what constitutes digital ‘robo’ advice. What the regulations are, what the compliance requirements are and what you can do to ensure you are meeting expectations

What you will learn

  • What the key differences are between digital ‘robo’ advice and in person personal advice

  • How you can demonstrate that your digital ‘robo’ advice offering is meeting industry best practice

  • What you need to put in place now to make sure you are meeting digital ‘robo’ advice compliance requirements

Who is this short course for?

• Responsible Managers • Risk and Compliance Leaders • Senior Managers • Compliance Personnel and Consultants • Financial Planning Practice Managers • Legal and Corporate Advisory Professionals
 

Certification

You will be awarded a Certificate of Completion. It will be available online for you to download and print immediately

Course Preview

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Course Syllabus

Click here to get further information on the course. You will find the agenda, timetable of each session delivered, the facilitator qualifications and experience in financial services, learning outcomes and more
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Frequently Asked Questions

  • How are the CPD short courses assessed?

    Our CPD short courses are assessed by a short open book multiple-choice exam

  • When can I can enrol?

    Our CPD short courses are 100% online, so you can start anytime, anywhere

  • How do I enrol my team?

    You can enrol your team online. Find the right course and make an online purchase or contact us directly via our enquire today form and the Total Advice Compliance team can easily arrange your team's training

Get your CPD points today