atrk

Finance Broking cpdcourses

Select Industry
Course
Online
Face 2 Face
Correspondence
RPL
CAFBA - Anti-Money Laundering and Counter-Terrorism Financing Course

This course is designed to provide learners with an overview of anti-money laundering and counter-terrorism financing measures implemented into Austra...

Course Rating:
CPD Hours: 2.00
Online
AUD $275.00
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

CAFBA – Anti-Money Laundering and Counter-Terrorism Financing Refresher Course

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:
CPD Hours: 1.00
Online
AUD $132.00
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

AAMC – Anti-Money Laundering and Counter-Terrorism Financing Course

This course is designed to provide learners with an overview of anti-money laundering and counter-terrorism financing measures implemented into Austra...

Course Rating:
CPD Hours: 2.00
Online
AUD $275.00
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

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:
CPD Hours: 1.00
Online
AUD $132.00
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Advanced SMSF Lending

This course is for finance brokers seeking to learn more about Self-Managed Superannuation Fund (SMSF) Lending. It provides information on how an SMSF...

Course Rating:
CPD Hours: 2.00
Online
AUD $97.00
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

ASIC Consumer Lease Credit Cases

The Consumer Lease Credit Cases found in this learning guide is a compilation of media releases that expose how a number of lessors have breached the ...

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

ASIC Investigations and Enforcement

The course discusses the powers that ASIC exercises to keep a check on compliance of laws.

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Australian Competition Law

This course provides information on important areas of the act, and it’s aim to facilitate effective competition geared towards economic growth and ef...

Course Rating:
CPD Hours: 2.00
Online
AUD $47.00
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Australian Cyber Security Law

This course will detail and walk you through Australia's plans of action against cyber-attacks by prioritising cybersecurity.

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Australian Privacy Act

The principal piece of federal legislation regulating privacy in Australia is the Privacy Act. It regulates the handling of personal information by th...

Course Rating:
CPD Hours: 3.00
Online
AUD $47.30
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Australian Financial Complaints Authority (AFCA)

This course provides an overview of the new Australian Financial Complaints Authority (AFCA).

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

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:
CPD Hours: 2.00
Online
AUD $33.00
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Changes to Tax Deductions for Residential Property Investors

Recent amendments to the Income Tax Assessment Act 1997 means that some expenses incurred in owning a residential investment property are no longer al...

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

CHERPA Code of Conduct

This course covers the Consumer Household Equipment Rental Providers Association (CHERPA) Consumer Leasing Code of Conduct.

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Common Tax Offsets and Rebates
Encountered by Financial Advisers

This course explores the various types of tax offsets and rebates commonly encountered by financial advisers in Australia.

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

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:
CPD Hours: 2.00
Online
AUD $33.00
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Comprehensive Credit Reporting

This course covers the impacts of comprehensive credit reporting, Australia’s transition to a more comprehensive reporting system, and the establishme...

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Credit Fraud Awareness

This course aims to provide you with the knowledge to detect fraud and protect yourself from being implicated where fraud is evident.

Course Rating:
CPD Hours: 2.00
Online
AUD $79.00
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Cryptocurrency

This course covers the features, benefits, and risks of digital currency.

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Finance and Mortgage Broking Introduction Course
Commercial Asset and Equipment Finance Market

This CPD course will enable you to understand the basic principles of mortgage lending whilst at the same time be conversant with the common finance a...

Course Rating:
CPD Hours: 3.00
Online
AUD $139.70
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Finance and Mortgage Broking Introduction Course

This CPD course will enable you to understand the basic principles of mortgage lending whilst at the same time be conversant with the common finance a...

Course Rating:
CPD Hours: 3.00
Online
AUD $139.70
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Financial Risk Management

This course aims to help finance professionals understand how risk management strategies can be applied to financial services providers, so as to help...

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

First Home Owners Grant (FHOG)

This course covers eligibility, stamp duty concession, application for FHOG, and how grants are provided per state.

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

First Home Super Saver Scheme

The “First Home Super Saver Scheme” allows individuals who are saving for their first home to take advantage of the concessional taxation arrangements...

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Fraud Awareness

This course provides statistical data and examples of where fraud can occur in the Australian Credit Industry.

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

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:
CPD Hours: 4.00
Online
AUD $126.50
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Home Downsizing Superannuation Contributions

This course covers downsizing superannuation contributions.

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Insurance Bonds: Flexible Concessionally Taxed Investment Vehicles

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

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Introduction to commercial lending

Introduction to commercial lending

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Introduction 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:
CPD Hours: 2.00
Online
AUD $29.70
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Introduction to SMSF Lending

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

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Life Insurance and Generic Knowledge

This course is delivered as an online professional development course. This course is NOT equivalent to the Advice in Life Insurance qualification cou...

Course Rating:
CPD Hours: 2.00
Online
AUD $326.70
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Payment Card Industry Data Security Standards (PCI DSS)

This course covers the 12 basic requirements of Payment Card Industry Data Security Standards (PCI DSS).

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Reading and Understanding Financials

This course is suitable for candidates seeking a better understanding of reading financial statements for self- employed entities.

Course Rating:
CPD Hours: 2.00
Online
AUD $67.00
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

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:
CPD Hours: 2.00
Online
AUD $34.00
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Regulatory Guide 36 - Licensing: Financial product advice and dealing

This short course has been adapted from ASIC RG36 for those who may provide financial product advice or deal in a financial product as defined in the ...

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Regulatory Guide 201 - Unsolicited credit cards and debit cards CPD

The sending out of credit cards and debit cards is prohibited by s12DL of the ASIC Act except in circumstances set out in s12DL(2).

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Regulatory Guide 202 - Credit registration and transition CPD

If you currently engage in credit activities under state or territory legislation, and you want to continue to engage in credit activities from 1 July...

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Regulatory Guide 203 - Do I need a credit licence?

If you engage in credit activities you will generally need an Australian credit licence (credit licence) or an authorisation from a credit licensee be...

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Regulatory Guide 204 - Applying for and varying a Credit License CPD

Your first step is to decide whether you need a credit licence. You should read 'Regulatory Guide 203 Do I need a credit licence?' to help you make th...

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Regulatory Guide 205 - Credit Licensing: General Conduct Obligations

RG205 gives practical guidance to regulated entities by providing an overview of the general conduct obligations imposed on credit licensees.

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

RG 207 Credit Licensing: Financial Requirements

This course covers the financial requirements set by ASIC in relation to those holding an Australian Credit Licence (Licensee) and their representativ...

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Regulatory Guide 206 - Credit licensing: Competence and training

Credit licensees must comply with the organisational competence obligation in s47 (1) (f) of the National Credit Act and licence applicants must be ab...

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Regulatory Guide 208 - How ASIC charges fees for credit relief applications CPD

The fee that ASIC will charge for an application depends on the number of substantive matters raised in the application and heads of power involved.

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Responsible Lending Conduct – Credit Licensing ASIC RG209

The Australian Securities and Investments Commission (ASIC) sets out the guidelines and obligations for responsible lending for those dealing with con...

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Refresher Responsible Lending Conduct RG209

The refresher module on Australia's Anti-Money Laundering and Counter-Terrorism Financing learning program.

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Regulatory Guide 210 - Compensation and insurance arrangements for credit licensees CPD

There are minimum requirements set for the amount of PI insurance cover that credit licensees should hold. This amount of PI insurance required should...

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Regulatory Guide 217 - Duty to prevent insolvent trading: Guide for directors

This guide is intended to help directors understand and comply with their duty to prevent insolvent trading.

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Regulatory Guide 218 - Licensing: Administrative action against persons engaging in credit activities CPD

This guide is for credit licensees and their representatives, as well as registered persons who engage in credit activities during the transition peri...

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Regulatory Guide 219 - Non-standard margin lending facilities: Disclosure to investors CPD

The Corporations Act 2001 regulates margin lending facilities as financial products. Standard margin lending facilities are subject to a tailored disc...

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Managing Conflicts of Interest

This course is about managing conflicts of interest and how to benchmark against policy standards regularly, document the results, and take action to ...

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Regulatory Guide 234 - Advertising financial products and advice services (including credit): Good practice guidance CPD

This guide is for promoters of financial products, financial advice services, credit products and credit services, and publishers of advertising for t...

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Regulatory Guide 244 - Giving information, general advice and scaled advice CPD

This guide is for Australian financial services (AFS) licensees, authorised representatives and advice providers who give information and advice to re...

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Regulatory Guide 220 - Early termination fees for residential loans: Unconscionable fees and unfair contract terms

From 1 July 2010, ASIC or a consumer may take action against a lender if the lender charges an early termination fee that is unconscionable under the ...

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

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:
CPD Hours: 1.00
Online
AUD $27.50
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Responsible Managers Training Obligations

Australian Credit Licensees (ACL) and Australian Financial Services Licensees (AFSL) must be able to demonstrate to ASIC, that they can comply with th...

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Seniors Equity Release

The Seniors Equity Release course aims to educate financial services providers seeking to support seniors with an equity release loan facility, such a...

Course Rating:
CPD Hours: 3.00
Online
AUD $297.00
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Small Amount Credit Contract

This course covers what you need to know about Small Amount Credit Contracts.

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Sponsorship opportunities for small business

Sponsorship opportunities for small business

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

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:
CPD Hours: 2.00
Online
AUD $43.00
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Tax Agent Services Act 2009 (TASA)

The Tax Agent Services Act 2009 (TASA) consists of 8 parts that are detailed in this course.

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Taxation Implications of Using Life Insurance to Protect a Business

This course discusses how life insurance policies may protect a business, its owner and key people. It also discusses taxation implications of using l...

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

The building process and construction loan

The building process and construction loan

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

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:
CPD Hours: 1.00
Online
AUD $27.50
[Inc. GST]

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available

Understanding and interpreting financial statements

Understanding and interpreting financial statements

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

Enrol Now!

Face TO Face
Correspondence
Delivery not available

RPL
 
Delivery not available
Latest Reviews for Finance Broking
  • Trainer made the course fun and interestesting and was very helpful throughout. Information was good and has provided a good base to work from.
    Karlene New South Wales

  • Good course content, backed up with assessors who provide timely and constructive feedback.
    David New South Wales

  • Study material is very helpful and in detail and staff is very friendly. Coordinators helped whenever I got stuck.
    Gagandeep Victoria
About Finance Broking and Credit Courses

AAMC Training’s credit courses provide students with the required skills and knowledge to successfully enter and operate within the credit industry. Whether you are completing a qualification course or short course, AAMC Training aim to assist those seeking to gain the required skills and knowledge to understand or better perform in their role. Our range of courses cover key areas such as; compliance, regulation, professional conduct, product knowledge and personal improvement. We provide a range of education options to suit all credit industry roles such as mortgage and finance brokers, equipment & asset finance brokers, commercial brokers, micro loan lenders, retail credit providers, motor financiers, credit assessors, debt collectors , rent to buy providers, individuals transitioning from banking roles or diversifying their current business. AAMC Training deliver educational support to many major banks and mortgage managers. Our relationship and consultation with the major industry associations such as FBAA, CAFBA, MFAA, FAA and NCCF ensure we understand member principles in the provision of the required compliance education and qualifications. We adhere to the standards set by our regulator ASQA and conduct ongoing industry and employer consultation with a range of credit industry providers to ensure the delivery of quality material and training standards. We remain current in our understanding of ASIC standards, legislation and regulatory requirements of the credit industry, allowing us to deliver compliant and pertinent training resources. Our short courses and complimentary LMS (CPD Tracker System) support members and corporate partners in maintaining CPD, CPE and PD requirements. Our consultation service enables us to provide tailored training solutions. Whether it be face to face, online, correspondence, recognition of prior learning (RPL) or blended learning, we will find the right solution for you and your business.