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Financial Planning cpdcourses

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AAMC – Anti-Money Laundering and Counter-Terrorism Financing Refresher Module

This course is designed to keep your knowledge and training up-to-date to assist with your compliance with Australia’s efforts to counter money launde...

Course Rating:
Course Points: 2.00
Online
AUD $55.00
[Inc. GST]

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Face TO Face
Correspondence
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ASIC enforcement and investigations

ASIC enforcement and investigations

Course Rating:
Course Points: 2.00
Online
AUD $33.00
[Inc. GST]

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Face TO Face
Correspondence
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Business Planning

Business planning is a process of determining a commercial enterprise’s objectives, strategies and projected actions in order to promote its survival ...

Course Rating:
Course Points: 2.00
Online
AUD $33.00
[Inc. GST]

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Face TO Face
Correspondence
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Commonwealth Proposals: Design & Distribution Obligations and Product Intervention Powers

On 1 December 2016, the Commonwealth Government announced important new reforms to both the Financial Services and Credit Industry entitled the “Desig...

Course Rating:
Course Points: 2.00
Online
AUD $33.00
[Inc. GST]

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Face TO Face
Correspondence
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Credit Reporting Privacy Code

The Credit Reporting Privacy Code (CR Code) replaces the Credit Reporting Code of Conduct issued under Section 18A of the Privacy Act 1988 (this secti...

Course Rating:
Course Points: 3.00
Online
AUD $22.00
[Inc. GST]

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GENERIC KNOWLEDGE Fundamental and Essential Requirements

The objective of this course is to assist persons who provide financial product advice to clients to maintain, update and deepen their "Australian Ind...

Course Rating:
Course Points: 4.00
Online
AUD $126.50
[Inc. GST]

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Insurance Bonds: Flexible Concessionally Taxed Investment Vehicles

The Income Tax Assessment Act 1936 provides taxation benefits for owners of insurance bonds.

Course Rating:
Course Points: 1.00
Online
AUD $27.50
[Inc. GST]

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Intro to Financial Services Regulation (FSR)

This course provides guidance and information about financial services reform in Australia. It is an overview of the regulatory environment as it affe...

Course Rating:
Course Points: 3.00
Online
AUD $29.70
[Inc. GST]

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Introduction to commercial lending

Introduction to commercial lending

Course Rating:
Course Points: 1.00
Online
AUD $16.50
[Inc. GST]

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Life Insurance and Generic Knowledge

This course is only available for those completing the Spectrum Wealth Generic Knowledge Life Insurance Program. This course is conducted by Spectrum ...

Course Rating:
Course Points: 2.00
Online
Delivery not available

Face TO Face
AUD $326.70
[Inc. GST]
Correspondence
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Reflective Practice

This course is relevant for all professionals, especially those dealing directly with clients including, but not limited to, Financial Planners (as pe...

Course Rating:
Course Points: 2.00
Online
AUD $37.40
[Inc. GST]

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SMSF Loans

The course provides complete information about financing of SMSF investments and role of newly established Bare Trust.

Course Rating:
Course Points: 1.00
Online
AUD $16.50
[Inc. GST]

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Correspondence
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Sponsorship opportunities for small business

Sponsorship opportunities for small business

Course Rating:
Course Points: 1.00
Online
AUD $16.50
[Inc. GST]

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Correspondence
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Self-Managed Superannuation Fund Penalty Regime

The Australian Taxation Office (ATO) is the regulator of self-managed superannuation funds (SMSF). As the regulator, the ATO has the power to penalis...

Course Rating:
Course Points: 1.00
Online
AUD $27.50
[Inc. GST]

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Succession Planning

At some stage you will decide to leave your business; perhaps you have decided to sell, retire or do something else. Regardless of the reason, having ...

Course Rating:
Course Points: 2.00
Online
AUD $47.30
[Inc. GST]

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The building process and construction loan

The building process and construction loan

Course Rating:
Course Points: 1.00
Online
AUD $16.50
[Inc. GST]

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The Ethics and Principles of Providing Financial Advice

The ability of financial advisers to engage in ethical decision making and conduct when providing financial advice is critical in achieving the indust...

Course Rating:
Course Points: 1.00
Online
AUD $27.50
[Inc. GST]

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Understanding and interpreting financial statements

Understanding and interpreting financial statements

Course Rating:
Course Points: 1.00
Online
AUD $16.50
[Inc. GST]

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Understanding Financial Planning to benefit your business

Financial planning is a process whereby a client’s total position, both financial and non-financial, is examined and a set of actions or plans are put...

Course Rating:
Course Points: 2.00
Online
AUD $0.00
[Inc. GST]

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About Diploma of Financial Planning

AAMC Training's Diploma in Financial Planning gives its students the best exposure to the Financial Planning industry leading to the RG146 qualifications, with Tier 1 and Tier 2 level qualifications and updates their skills to efficiently handle the challenges of a leading financial planner. Financial Planning qualification gives a wide range of career opportunities to choose from. After a Financial Planning Diploma course, one can become advisor in Life Insurance Income Protection Insurance, Total Permanent Disability Insurance, General Insurance, Superannuation, Managed Investments, Derivates, Generic Advice, and also Advice in Self Managed Superannuation Fund, Advice in General Insurance duties. Completion of Financial Planning Diploma qualifies you to then also undertake studies for the Advanced Diploma of Financial Planning qualification, now considered as a minimum qualification for many Dealer Groups. AAMC Training has also designed online Financial Planning courses and ongoing CPD and CPE short courses for professionals to update their skills. AAMC Training also provides a free Learning Management System (LMS) for clients to maintain control and records required under RG146 and RG206. Members can continue further studies to enhance their skills by enrolling in any of the electives. These qualifications are on ASIC’s approved training register and accepted by FPA, AFA and also ASQUA the Australian Regulation Training Body. Various Dealer Groups also require their members to undertake and acknowledge these courses delivered by AAMC Training. Many other Australian professional being Accountants, Mortgage Brokers, Finance Brokers, Real Estate Agents, Real Estate Sales Representatives are now undertaking these courses to enable compliance with the ASIC regulations. AAMC Training can also assist you in establishing this Industry in your Country in consultations with your regulators, associations, member organisations and product suppliers. FPA now also requires members to complete a University Degree to enable them to apply for the CFP designation. Courses are delivered via Face to Face, Classroom, Online, Correspondence and Recognised Prior Learning (RPL).

Latest Reviews for Financial Planning
  • good and efficient
    Drew Queensland

  • The course is informative and helpful
    Mengyao Victoria

  • Great entry level basic course to provide an insight
    Christopher New South Wales