you are working as a financial adviser either in your own business or as part of a larger organisation.

You will be asked by your AFSL to produce a Financial Services Introduction Sheet tailored for a new staff member who is commencing work at your organisation in a financial support role but who has little understanding and$/$or knowledge of the industry. The Introduction has $3$ sections.

$($a$)$ Present a summary of the key economic and political factors $($minimum $2)$ currently impacting or having the potential to impact on the financial services

industry.

You should include reference to $($as a minimum$)$:

$$ interest rates

$$ exchange rates

$$ inflation

$$ government monetary and fiscal policies

$($b$)$ Present a summary of financial advisory functions including:

$$ the role of the representative$/$adviser

$$ participants in the advisory services market including those providing

advice regarding:

o Derivatives

o Life Insurance

o Securities

o Managed Investments

$$ roles played by intermediaries and issuers

$$ trustees appointment, duties and responsibilities

$($c$)$ Present a summary of the types of financial investment products available including:

$$ the concept of a financial product

$$ general definition

$$ specific inclusions and exclusions

$$ types of financial investment products