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Finance Broking cpdpackages

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Package Name
Start Date
Expiry On
Original Price
Package Price
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Package Name
Online- Regulatory Guide CPD Set
Start Date
27.11.2012
Expiry On
08.10.2020
Original Price
AUD 425.18
Package Price
AUD 277.00
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Package Description: Regulatory Guide CPD Set - Online

Courses Available:

  1. Regulatory Guide 217 - Duty to prevent insolvent trading: Guide for directors CPD(Online)
  2. Regulatory Guide 218 - Licensing: Administrative action against persons engaging in credit activities CPD(Online)
  3. Regulatory Guide 219 - Non-standard margin lending facilities: Disclosure to investors CPD(Online)
  4. Regulatory Guide 220 - Early termination fees for residential loans: Unconscionable fees and unfair contract terms CPD(Online)
  5. Regulatory Guide 221 - Facilitating online financial disclosures CPD(Online)
  6. Regulatory Guide 201 - Unsolicited credit cards and debit cards CPD(Online)
  7. Regulatory Guide 202 - Credit registration and transition CPD(Online)
  8. Regulatory Guide 203 - Do I need a Credit License? CPD(Online)
  9. Regulatory Guide 204 - Applying for and varying a Credit License CPD(Online)
  10. Regulatory Guide 206 - Credit licensing: Competence and training CPD(Online)
  11. Regulatory Guide 207 - Credit licensing: Financial requirements CPD(Online)
  12. Regulatory Guide 208 - How ASIC charges fees for credit relief applications CPD(Online)
  13. Regulatory Guide 210 - Compensation and insurance arrangements for credit licensees CPD(Online)
  14. Responsible Lending Conduct – Credit Licensing ASIC RG209(Online)
  15. Regulatory Guide 205 - Credit Licensing: General Conduct Obligations(Online)
  16. Introduction to the Australian Privacy Act(Online)
Package Name
AAMC NCCP Toolkit
Start Date
18.02.2013
Expiry On
09.02.2020
Original Price
AUD 427.00
Package Price
AUD 297.00
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Package Description: AAMC NCCP Toolkit

Courses Available:

  1. Regulatory Guide 217 - Duty to prevent insolvent trading: Guide for directors CPD(Online)
  2. Regulatory Guide 218 - Licensing: Administrative action against persons engaging in credit activities CPD(Online)
  3. Regulatory Guide 219 - Non-standard margin lending facilities: Disclosure to investors CPD(Online)
  4. Regulatory Guide 220 - Early termination fees for residential loans: Unconscionable fees and unfair contract terms CPD(Online)
  5. Regulatory Guide 221 - Facilitating online financial disclosures CPD(Online)
  6. Regulatory Guide 201 - Unsolicited credit cards and debit cards CPD(Online)
  7. Regulatory Guide 202 - Credit registration and transition CPD(Online)
  8. Regulatory Guide 203 - Do I need a Credit License? CPD(Online)
  9. Regulatory Guide 204 - Applying for and varying a Credit License CPD(Online)
  10. Regulatory Guide 206 - Credit licensing: Competence and training CPD(Online)
  11. Regulatory Guide 207 - Credit licensing: Financial requirements CPD(Online)
  12. Regulatory Guide 208 - How ASIC charges fees for credit relief applications CPD(Online)
  13. Regulatory Guide 210 - Compensation and insurance arrangements for credit licensees CPD(Online)
  14. Responsible Lending Conduct – Credit Licensing ASIC RG209(Online)
  15. Regulatory Guide 205 - Credit Licensing: General Conduct Obligations(Online)
  16. Introduction to the Australian Privacy Act(Online)
Documents Available:
   AAMC NCCP Toolkit Handbook
AAMC Toolkit Explanations for Forms & Templates
Alternative Renumeration Register
Approved Product List
Authorised Credit Rep (ACR) Application Checklist
Authorised Credit Rep Application
Authorised Credit Rep Profile
Authorised Credit Rep Training Register
Checklist for Compliance
Client Needs Review (Consumer Finance) - Sep11
Client Needs Review Business & Commercial
Client Referral Register
Complaints Resolution Scheme ACR
Complaints Resolution Scheme Licensee
Compliance Checklist for ACR
Compliance File Checklist
Conflict of Interest Register
Employment Goal Planning
Human Resources Overview
Job Description Form
Letter of Appointment Checklist
Letter of Authority ACR
Letter of Authority_AR
Letter of Authority_CorporateACR
Letter of Authority_SubACR
Licensee Credit Guide
Occupational Health & Safety Policy
Quotation for Fees & Charges
Referral letter template - Sep10
Register of Breaches
Register of Complaints ACR
Register of Complaints Licensee
Register of Non-compliance
Responsible Lending Checklist
Risk Action Plan
Risk Management Plan Development and Testing
Risk Management Register
Training Plan
Training Register
Package Name
Stratton Full Compliance Pack
Start Date
02.03.2016
Expiry On
31.12.2017
Original Price
AUD 320.50
Package Price
AUD 115.50
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Package Description: Stratton Full Compliance Pack includes the FULL FBAA AML, Introduction to the Australian Privacy Act and Responsible Lending Conduct - Credit Licensing ASIC RG209 CPD. Enrolment in this package is exclusive to Stratton employees.

Courses Available:

  1. FBAA - Anti-Money Laundering and Counter-Terrorism Financing Course(Online)
  2. Responsible Lending Conduct – Credit Licensing ASIC RG209(Online)
  3. Introduction to the Australian Privacy Act(Online)
Package Name
Presdian Induction Pack
Start Date
18.04.2016
Expiry On
31.12.2017
Original Price
AUD 521.55
Package Price
AUD 182.00
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Package Description: Enrolment in this CPD package is exclusive to Presidian Employees

Courses Available:

  1. A practical guide on how to handle objections to the sale(Online)
  2. A practical guide on how to build rapport in the sales process(Online)
  3. A practical guide on how to close with class in the sales process(Online)
  4. FBAA - Anti-Money Laundering and Counter-Terrorism Financing Course(Online)
  5. Comprehensive Credit Reporting(Online)
  6. Responsible Lending Conduct – Credit Licensing ASIC RG209(Online)
  7. Introduction to the Australian Privacy Act(Online)
  8. Fraud Awareness(Online)
Package Name
Presidian Compliance Refresher Pack
Start Date
18.04.2016
Expiry On
31.12.2017
Original Price
AUD 246.27
Package Price
AUD 69.00
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Package Description: Enrolment in this CPD package is exclusive to Presidian Employees

Courses Available:

  1. FBAA - Anti-Money Laundering and Counter-Terrorism Financing Refresher Module(Online)
  2. Comprehensive Credit Reporting(Online)
  3. Refresher Responsible Lending Conduct RG209(Online)
  4. Introduction to the Australian Privacy Act(Online)
  5. Fraud Awareness(Online)
Package Name
Compliance & Professional Development Training Package
Start Date
01.09.2016
Expiry On
31.12.2017
Original Price
AUD 203.91
Package Price
AUD 98.00
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Package Description: CPD Training Package these courses total 10 CPD points/hours

Courses Available:

  1. Effective Conflict Resolution(Online)
  2. SMSF Loans(Online)
  3. Introduction to commercial lending(Online)
  4. Comprehensive Credit Reporting(Online)
  5. ASIC Credit Cases(Online)
  6. Responsible Lending Conduct – Credit Licensing ASIC RG209(Online)
  7. Introduction to the Australian Privacy Act(Online)
  8. Fraud Awareness(Online)
Package Name
ABS Equipment and Asset Finance Training – Development and Technical Module Online
Start Date
08.09.2016
Expiry On
31.12.2017
Original Price
AUD 412.46
Package Price
AUD 397.00
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Package Description: This package includes the ABS Equipment and Asset Finance Training – Development and Technical Module online

Courses Available:

  1. ABS Equipment and Asset Finance Training – Technical Module(Online)
  2. ABS Equipment and Asset Finance Training – Development Module(Online)
Package Name
Responsible Managers (ACL) CPD Package
Start Date
14.09.2016
Expiry On
31.12.2017
Original Price
AUD 357.50
Package Price
AUD 225.50
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Package Description: This package is designed for Responsible Managers (ACL) and is equivalent to 20 CPD hours/points

Courses Available:

  1. Health & safety in the workplace(Online)
  2. How to write a business plan(Online)
  3. ASIC enforcement and investigations(Online)
  4. Regulatory Guide 234 - Advertising financial products and advice services (including credit): Good practice guidance CPD(Online)
  5. Responsible Managers Training Obligations(Online)
  6. Comprehensive Credit Reporting(Online)
  7. Financial Risk Management(Online)
  8. ASIC Credit Cases(Online)
  9. Supervising and Training Authorised Credit Reps(Online)
  10. Responsible Lending Conduct – Credit Licensing ASIC RG209(Online)
  11. Regulatory Guide 205 - Credit Licensing: General Conduct Obligations(Online)
  12. Introduction to the Australian Privacy Act(Online)
  13. Fraud Awareness(Online)
Package Name
Credit Representatives (ACL) CPD Package
Start Date
27.09.2016
Expiry On
31.12.2017
Original Price
AUD 329.50
Package Price
AUD 225.50
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Package Description: This package is designed for Credit Representatives and is equivalent to 20 CPD points/hours.

Courses Available:

  1. Effective Time Management(Online)
  2. The Effective Negotiator(Online)
  3. Customer Service(Online)
  4. Effective Conflict Resolution(Online)
  5. Communication Strategies(Online)
  6. Organise personal work priorities and development(Online)
  7. Understanding and interpreting financial statements(Online)
  8. Comprehensive Credit Reporting(Online)
  9. ASIC Credit Cases(Online)
  10. Responsible Lending Conduct – Credit Licensing ASIC RG209(Online)
  11. Introduction to the Australian Privacy Act(Online)
  12. Fraud Awareness(Online)
Package Name
Responsible Managers Training Program
Start Date
29.11.2016
Expiry On
31.12.2017
Original Price
AUD 237.32
Package Price
AUD 135.50
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Package Description:

Courses Available:

  1. ASIC enforcement and investigations(Online)
  2. Comprehensive Credit Reporting(Online)
  3. Financial Risk Management(Online)
  4. ASIC Credit Cases(Online)
  5. Supervising and Training Authorised Credit Reps(Online)
  6. Responsible Lending Conduct – Credit Licensing ASIC RG209(Online)
  7. Introduction to the Australian Privacy Act(Online)
  8. Fraud Awareness(Online)
Package Name
Harris Scarfe 2017 CPD Package
Start Date
29.12.2016
Expiry On
29.12.2017
Original Price
AUD 619.00
Package Price
AUD 198.00
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Package Description: This CPD Package is equivalent to 20 CPD points/hours

Courses Available:

  1. The Effective Negotiator(Online)
  2. Regulatory Guide 206 - Credit licensing: Competence and training CPD(Online)
  3. Deliver and monitor a service to customers(Online)
  4. Process customer complaints(Online)
  5. Regulatory Guide 234 - Advertising financial products and advice services (including credit): Good practice guidance CPD(Online)
  6. Financial Risk Management(Online)
  7. ASIC Credit Cases(Online)
  8. Responsible Lending Conduct – Credit Licensing ASIC RG209(Online)
  9. Payment Systems Industry Regulatory Update - Ban on Excessive Surcharge(Online)
  10. Regulatory Guide 205 - Credit Licensing: General Conduct Obligations(Online)
  11. AAMC – Anti-Money Laundering and Counter-Terrorism Financing Course(Online)
  12. Introduction to the Australian Privacy Act(Online)
  13. Fraud Awareness(Online)
Package Name
National Mortgage Company CPD package
Start Date
16.06.2017
Expiry On
31.12.2017
Original Price
AUD 424.91
Package Price
AUD 197.00
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Package Description: This CPD package include 3 short courses for a total of 8 CPD points.

Courses Available:

  1. Finance and Mortgage Broking Introduction Course(Online)
  2. AAMC – Anti-Money Laundering and Counter-Terrorism Financing Course(Online)
  3. Introduction to the Australian Privacy Act(Online)
Package Name
Spectrum Wealth - Generic Knowledge and Life Insurance Package Including 12 Month Coahing Program
Start Date
28.06.2017
Expiry On
31.12.2020
Original Price
AUD 323.73
Package Price
AUD 294.03
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Package Description: This package include the Spectrum Wealth - Generic Knowledge and Life Insurance Program (Stage 1) and the Spectrum Wealth 12 Month Coaching Program (Stage 2).

Courses Available:

  1. Spectrum Wealth - Generic Knowledge and Life Insurance Program(Face to Face)
  2. Spectrum Coaching Program(Online)
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.

Latest Reviews for Finance Broking
  • It was a course requirement to become a broker but I found the information very relevant to the job and found the course very interesting from a personal perspective as well as professional
    Janewee Western Australia

  • It was a course requirement to become a broker but I found the information very relevant to the job and found the course very interesting from a personal perspective as well as professional
    Janewee Western Australia

  • It was a course requirement to become a broker but I found the information very relevant to the job and found the course very interesting from a personal perspective as well as professional
    Janewee Western Australia