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1 July 2023 Superannuation Changes
Learn what superannuation changes will apply from 1 July 2023. -
AFSL Responsible Manager CPD
ASIC requires that Responsible Managers maintain and update their knowledge and skills to maintain their AFSL. -
AML/CTF Course
Be the AML Champion in your organisation with our comprehensive course including AUSTRAC's regulations and ML/TF risk management. -
APRA Prudential Reporting
Discover the role of the Australian Prudential Regulation Authority (APRA) in Australia’s financial landscape. -
Breach Reporting
Explore ASICs RG78 requirements and ensure your organisation remains compliant. -
CFD Fundamentals
Explore trading strategies and examine how regulations have evolved for Contracts for Difference (CFDs). -
Complaints handling and dispute resolution RG 271
Find out what ASIC's RG 271 guidance is and what they expect relevant financial firms to comply with. -
Conflicts of Interest
Explores industry examples and the legal, regulatory and organisational guidance your firm can turn to for support when facing conflict of interest-related challenges. -
Credit CPD for Representatives
Designed to enable representatives of Australian Credit Licencees to meet their mandatory RG 206 continuing training requirements -
Credit CPD for Responsible Managers
Our Annual CPD Program is designed to enable Responsible Managers of Australian Credit Licencees to meet their mandatory RG206 continuing training requirements. -
Credit Scoring and Benchmarking
Delve into the methodology used to calculate credit scores, and how scoring and credit reporting is used to assess an individual’s creditworthiness. -
Deferred sales model for add-on insurance RG 275
What you need to know about the new rules and what procedures affected issuers and distributors will need to put in place. -
Ethical leadership
Practical ethical training for financial workplaces, providing foundation knowledge on ethical frameworks and decision making. -
Financial Services CPD
Engaging and informative CPD topics from a dynamic library delivered across the CPD year -
FNS51220 Diploma of Insurance Broking
Our nationally recognised qualification is designed to provide relevant industry knowledge and skills for a successful career in insurance broking. -
FNSBNK512 Assess Complex Loans
Learn to identify the capacity of a client to meet the terms and conditions of suitable loan products. -
Funding property settlements including refinancing
From who’s involved, to contracts and completing the sale, to what happens before, on and after settlement day, after this topic you’ll have property purchase covered. -
Insurance CPD
Your teams' complete online solution to meet your Insurance continuing education requirements. -
Maintaining culture and conduct in the workplace
Find out how you might successfully navigate the interplay between culture, ethics and conduct in your organisation and beyond. -
Managing Ethical Dilemmas in Financial Services
What is ethics and how does an organisation go about using ethical standards to maintain sound professional conduct? -
Managing non-financial risk
Delve into what non-financial risk is and why managing it is a good thing for your organisation’s culture and reputation. -
Marketing and advertising financial products RG 234
Are your financial products and advice services providing clear, accurate and balanced messages? -
Miscellaneous Financial Risk Products
A Miscellaneous Financial Risk Product is an alternative to traditional insurance (known as risk protection) offered by discretionary mutual funds. -
Overview of AML and CTF in Australia
Gain insights into how Australia’s AML/CTF framework aligns with international standards, and who the main regulators are. -
Privacy and data protection
Ensure your organisation’s privacy and data protection activity is compliant and modelling best practice. -
Professionalism and Ethics CPD
Understand and examine the interplay between corporate culture, ethics and conduct in your organisation. -
Regulation of Australian Financial Services
Designed for those taking on the role of a RM (AFSL) and/or needing a refresher of Australian regulations. -
Regulatory reforms CPD suite
We clarify the when, what, why and how to help you ensure the rules are successfully implemented within your organisation. -
Responsible Lending
We clarify the who, what, and why of this aspect of credit law, so you can assist your practice to comply with its obligations. -
Responsible Manager Fundamentals
What aspiring responsible managers need to know about their role and responsibilities, and the industry regulations licensees must comply with. -
RG 146 CPD
Your complete online solution to meet RG146 general advice continuing education requirements. -
RG 146 Tier 2 Accreditation Program
A comprehensive Tier 2 solution covering General Insurance and Deposit Products and non-cash payments. -
RG146 Derivatives
Uncover equity, fixed interest, FX related futures, options, forwards, swaps and market conventions. -
RG146 Foreign Exchange
Delve into cross-rates, forwards, options, swaps, NDFs and market conventions. -
RG146 Generic Knowledge
Learn the economic environment, operation of financial markets and types of financial products. -
RG146 Life Insurance
Covers term life, trauma or critical illness, TPD and income protection policies. -
RG146 Managed Investments
Discover Equity trusts, fixed interest trusts, serviced strata schemes, primary production schemes, property trusts and more. -
RG146 Margin Lending
This course introduces the concept of margin lending. -
RG146 Securities
Explore shares, bank bills, commercial paper, bonds, structured products and crowdfunding. -
RG146 Superannuation
Understand Australia's superannuation system, regulation & policy, member contributions, insurance, and transition to retirement products. -
RG274 Design and distribution obligations
Know the new rules and ensure you have a consumer-centric approach to the design and distribution of products. -
Superannuation and retirement income policy
Examine how super regulation and products have evolved and what current issues are shaping retirement income policy. -
Taxation of securities and managed investments
We examine primary tax issues associated with investing in various financial products – including crypto. -
The AML/CTF Course – Casinos, pubs and clubs
A comprehensive course to understand the AML/CTF in Australia for Casinos, pubs and clubs. -
The growing influence of ESG on investment decisions
The term ‘ESG’ stands for ‘environmental, social and governance’ or, sometimes, ‘environmental, social and corporate governance’. -
Tier 1 General Insurance
Designed for representatives who sell personal and business types of general insurance, including personal-sickness and accident. -
Tier 1 RG146 CFA Gap Program
Specifically designed for those who have successfully completed Level 1 (or higher) of the Chartered Financial Analyst (CFA®) program. -
Tier 1 RG146 Insurance Broking Program
Our online course is designed for individuals who want a career as an insurance broker. -
Tier 2 RG146 CPD
Our Tier 2 CPD is a practical and easy solution keeping representatives RG146 knowledge up to date. -
Tier 2 RG146 Deposit Products and Non-Cash Payment Products
Outlines common characteristics of deposit products, how the payment system processes fund transfers, and how banks and payment systems are regulated.
