How does PS 146 apply to Customer Service Representatives (CSRs)?
CSRs, such as call centre or front desk staff who typically deal with initial enquiries from customers, routinely undertake PS 146 training where it provides the general or specialist knowledge they require to successfully perform their functions. Appropriate PS 146 training may include one of the following: Generic Knowledge (general advice) Workshop – 1 Day*($550); Distance ($275) Insurance (general advice) Workshop – 3 Days* ($1,100); Distance ($825) Superannuation (general advice) Workshop – 3 Days*($1,100); Distance ($825) Investment (general advice) Workshop – 3 Days* ($1,100); Distance ($825) If you provide advice from a script approved by, or under direct supervision of, a person who meets the PS 146 standards, it is not mandatory that you be PS 146 qualified. However, customer service representatives must have the necessary competencies to perform their functions which include a thorough understanding of the limits of the financial product advice they are permitted to give. Sp
