Margin Lending Course

Take your Career to the next level!

Our Margin Lending Course has been developed to meet the Tier 1 RG 146 training requirements in relation to margin lending and geared investments outlined in ASIC Consultation Paper 108- “Margin lending: Training of financial advisers (July 2009)”

Our course is also suitable for participants wanting to build knowledge in this key area of advice.




Course Overview


The program is comprised of four modules:

  1. What is Gearing
  2. Margin Lending Fundamentals
  3. Alternative Strategies
  4. Taxation and Compliance
  • Understanding the fundamentals of margin lending, including the concept of leverage, loan to value ratios (LVRs), margin calls and gearing.
  • Recognising potential investors who can benefit from gearing using margin lending as a strategy
  • Knowing and managing the risks associated with gearing and margin lending
What will be
received upon
A Certificate of Completion will be issued upon completion https://advising.wi...html. Units of competence will be awarded after the release of the revised RG 146.
Students with compliance in another RG 146 financial product area will be issued with a Statement of Attainment after this time.

Self-study: 15–20 hours

Workshop (optional): full day, in addition to self-study

Assessment Multiple choice questions (open book) and a Role Play
Recognition of
Prior Learning
There is currently no RPL available into this program. RPL will be available after ASIC has issued units of competence.
Timeframes for
Within 12 months of enrolment
Study Support Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it