Advisor Training

Forrester Cohen has compiled a unique training program to support International Property Investment Advisors. The program is designed to support Property Investment Advisors with the skills and tools to help investors achieve their goals within their risk profile and present the information in a framework of advice that the enhances the property investors understanding of the risk reward factors involved in wealth creation through property.

The program includes training from The Property Investors Association of Australia’s (PIAA) on its unique property investment rating system,  Property Investment Advice risks and rewards,  and the Australian property market and investment reason.

The training incorporates Forrester Cohen’s Systems and Process Integration.

Training is a key element of the Forrester Cohen business model and it is there to offer a level of protection to clients and advisers. Direct Property Investment is unregulated and clients should be clear in what they want to achieve when purchasing property.

Property Investment Advisor Training

PIAA’s Property Investment Advisor training allows advisors to develop a Statement of Property Investment Advice (SOPIA) to enable the broad range of complex due diligence information to be presented in a clear, concise and easy to understand way for the property investor. Forrester Cohen (UK) will provide these directly from Forrester Cohen (Int) until an adviser has taken a suitable licensing course.

What is a Statement of Property Investment Advice  (SOPIA)?

This document clearly outlines a potential strategy that suits the risk profile and objectives of the client, based on the information they have provided. This document allows the investor to make an informed choice about property purchase.

The elements considered in this report are:

* The International location of the client
* The client’s personal information
* Their goals
* Their risk profile
* Affordability

Entry and exit strategy is produced using the modeling tools to identify how the client will achieve the desired results.

The strategy identifies international and local tax implications including:

* Cash flow implications
* Capital Gains implications
* Market Risk (Local and International)
* Finance types and implications including exchange rate implications
* Investment structures
* Market risk - International and Local
* Risk Mitigation strategies
* Portfolio optimisation strategies for both cash flow and capital gain
* Effective portfolio management

Benefits to Client

The SOPIA provides a clear, concise document that sets out the property investment recommendations based on their potential performance and limitations.  This provides the investor with all the information they need to make a well informed property investment decision.

Advisers wishing to undertake this training should first apply to Forrester Cohen (UK).