ASX Accredited Listed Product Adviser (ALPA)
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About ASX ALPA
Despite the volatility inherent in the financial markets, investor demand for listed investments is growing. So too is the need for advisers to have access to the knowledge and skills to provide quality advice on listed investments.
The more you know about the types of listed products and the strategies behind their use the better you can help your clients take advantage of them. This is especially relevant in an advisory environment where a fee for service business model is driving the need to explore new investment options while effectively managing associated risks.
Kaplan Professional, together with the ASX, offers the ALPA program to hep you get a detailed understanding of the characteristics of listed products and learn how to apply listed products in a wealth management strategy.
What is covered?
The course focuses on the range of ASX listed products including equities, interest rate securities, listed managed investments, warrants and options. Topics include:
- equities, warrants, ETOs, futures, listed property trusts and listed investment trusts
- the fundamentals of interest rate securities and valuation methodology
- portfolio construction using listed investments
- stock selection and analysis
- strategies in the use of derivatives
- gearing in self-managed superannuation funds
Who should enrol?
- Financial planners/Advisors
- Accountants
- Paraplanners
- Accountants
- SMSF specialists
- Advisers wishing to join the ASX Adviser Referral Service
Cross-market via the ASX referral list
An additional benefit in the ASX connection is that on successful completion of the program you will be invited to join the ASX Referral Service for specialist financial advisers. This opens up a powerful marketing channel for your advisory services.
Flexible delivery and assessment
The ALPA program is delivered by distance learning and can be undertaken at your own pace. You'll receive comprehensive course materials and have access to online resources and study support. Assessment is conducted online in a multiple-choice format and occurs regularly throughout the year to maximise flexibility. There is also a workshop option targeted at the needs of small groups. This is ideal for in-house professional training and dealer groups.
CPD points
Kaplan Professional has assigned five (5) CPD points to this course. Candidates must successfully complete the examination to gain the CPD points.
Fees
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Component |
Fees |
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Distance education ASX ALPA Program |
$595 per participant |
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Intensive 1-day workshop delivery format for ALPA Program (minimum 10 participants) |
$995 per participant per day |
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Re-sit examination or resubmit assignment |
$100 per assessment task |
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Defer examination or assignment hand-in date |
$100 per assessment task |
Please see Kaplan Professional’s Policies page for course cancellation and fee refund policies.
How to enrol
Complete the enrolment form and fax or post it to Kaplan Professional with your payment details.
Download the Assessment Dates
Download the Enrolment Form
More information
For more information about the ASX ALPA Program or ALPA Helpline contact Kaplan Professional on 1300 135 798.