Tailored, Turnkey solutions for Investment Advisers, Planners, & Financial Market Educators

The International Securities & Derivatives Group offers flexible solutions to assist you in providing a wide range of financial services & products to your clients. We hold an Australian Financial Services licence and our authorised representatives include many industry recognised educators and advisors.

Do you know the defenition of financial product
advice as contained in the corporations act?

 

  • Do you publish an advisory newsletter?
  • Run an investing website or blog?
  • Construct asset portfolios?
  • Sell trading software?
  • Teach people how to trade?

You could be providing unlicensed financial advice. Contact us for a free compliance audit of your activities and explanation of our authorised representative services.

 

CPD Training

Our online CPD program is available to all industry professionals required to undertake continued professional development as outlined in ASIC's RG146, Training of Financial Product Advisers. Content is updated monthly, and covers deposit & non-cash products, derivatives, financial planning, foreign exchange, general knowledge, Insurance, Managed Investments, Securities, & Superannuation. Course material & assesment is available online 24/7, and you can download your activity statements at any time to email to your compliance manager or responsible officer.

Licencees wanting a more structured approach to their ongoing CPD obligations can outsource their entire training program to ISDG. We will asess your advisers as to their training requirements, structure training plans accordingly, deliver training to their desktop, and provide regular reporting to your compliance officer or responsible manager. This is a cost effective solution to your ongoing CPD obligations whether you have 1 or 100 advisers. To discuss your requirements or obtain a quote please contact us on (03) 9015 9644 or email info@isdg.com.au.


Online CPD Training Login


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