Accredited Listed Product Adviser (ASX ALPA)
Kaplan Professional, together with the Australian Securities Exchange (ASX), offers the Accredited Listed Product Adviser (ALPA) program to help learners gain a detailed understanding of the characteristics of listed products in order to apply these to a wealth management strategy. The more you know about the types of products, the role they play in portfolio construction, and the strategies behind their use, the better you can support your clients’ wealth management goals.
The ALPA program focuses on the range of ASX products including equities, interest rate securities, listed managed investments and derivatives.
Topics covered
- Understanding the market structure and operations
- Equities and interest rate products
- Derivatives
- Managed investments
- Portfolio construction
Learning outcomes
On completion of the course, you should be able to:
- Outline the processes and systems underlying the trading of securities on the ASX
- Explain the different types of products listed on the ASX
- Understand the features of derivative products
- Explain managed investments and how they can be used
- Discuss portfolio construction and portfolio diversification
Who is this short course suitable for?
- Financial planners/advisers
- Accountants
- Paraplanners
- SMSF specialists
Price: $395 per person
Duration: Six (6) hours
Assessment: Multiple-choice assessment at the end of each module (eight [8] questions per module). Each assessment has two (2) attempts and a 75% pass rate.
On completion of the short course, you’ll receive a certificate of completion and be eligible to receive a digital badge.
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