RG146 Compliant Insurance

Course Overview

Life Insurance Adviser is designed for individuals requiring RG146 compliance to provide advice on regulated Insurance products (ie. both general AND personal Advice). Any person who provides Life Insurance advice must have an industry specific accreditation (known as RG146 certification).

Course Modules

This is an ASIC accredited course that covers:
  • DFP1 – Financial Planning Advice
  • DFP2 – Risk Protection Advice

The Life Insurance Adviser course will equipped you with both the skills and knowledge required to deliver quality compliant advice to clients on income protection, life insurance and trauma insurance.

Career Opportunities

Career opportunities include positions in banks, insurance companies, accounting and financial planning practices.

  • Financial planner/adviser
  • Associate financial planner/adviser (i.e. a junior)
  • Para-planner
  • Financial Planning practice manager
  • Compliance officer at a financial planning firm/AFSL
  • Call center adviser for an Insurance provider
  • Back-office insurance operations officer

Upon successful completion of the Life Insurance Adviser course, students will meet the education requirements of ASIC Regulatory Guide 146 (RG146) for providing general and personal advice in Life Insurance to retail clients.


Distance – $495
Workshop – $995