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Financial Planning cpdpackages

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Package Name
Original Price
Package Price
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Package Name
Responsible Managers (ACL) CPD Package
Original Price
AUD 370.70
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
  2. How to write a business plan
  3. Regulatory Guide 234 - Advertising financial products and advice services (including credit): Good practice guidance CPD
  4. Responsible Managers Training Obligations
  5. Comprehensive Credit Reporting
  6. Financial Risk Management
  7. ASIC Credit Cases
  8. Supervising and Training Authorised Credit Reps
  9. Responsible Lending Conduct – Credit Licensing ASIC RG209
  10. Regulatory Guide 205 - Credit Licensing: General Conduct Obligations
  11. Introduction to the Australian Privacy Act
  12. Fraud Awareness
  13. ASIC Investigations and Enforcement
Package Name
Compliance & Professional Development Training Package
Original Price
AUD 214.50
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
  2. Introduction to SMSF Lending
  3. Introduction to commercial lending
  4. Comprehensive Credit Reporting
  5. ASIC Credit Cases
  6. Responsible Lending Conduct – Credit Licensing ASIC RG209
  7. Introduction to the Australian Privacy Act
  8. Fraud Awareness
Package Name
Advisers CPD Package
Original Price
AUD 414.70
Package Price
AUD 275.00
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Package Description: Online CPD Package for Financial Advisers who have already completed a full AML course - 21 hours

Courses Available:

  1. Introduction to SMSF Lending
  2. Reflective Practice
  3. Succession Planning
  4. The Ethics and Principles of Providing Financial Advice
  5. Insurance Bonds: Flexible Concessionally Taxed Investment Vehicles
  6. Self-Managed Superannuation Fund Penalty Regime
  7. AAMC – Anti-Money Laundering and Counter-Terrorism Financing Refresher Module
  8. Common Tax Offsets and Rebates
  9. Payment Card Industry Data Security Standards (PCI DSS)
  10. Commonwealth Proposals: Design & Distribution Obligations and Product Intervention Powers
  11. Regulatory Guide 234 - Advertising financial products and advice services (including credit): Good practice guidance CPD
  12. Introduction to the Australian Privacy Act
  13. Conflict Resolution - Dealing with Difficult People
Package Name
TPB506 and TPB507
Original Price
AUD 1100.00
Package Price
AUD 997.00
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Package Description: This package includes the TPB506 - Apply taxation requirements when providing tax (financial) advice services and TPB507 - Commercial law for tax (financial) advisers

Courses Available:

  1. TPB506 Australian taxation law for tax (financial) advisers
  2. TPB507 - Commercial law for tax (financial) advisers
Package Name
TPB CPD for Tax (Financial) Advisers
Original Price
AUD 323.40
Package Price
AUD 275.00
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Package Description: CPD Training Package these courses total 13 CPD points/hours

Courses Available:

  1. Insurance Bonds: Flexible Concessionally Taxed Investment Vehicles
  2. Self-Managed Superannuation Fund Penalty Regime
  3. Common Tax Offsets and Rebates
  4. Taxation Implications of Using Life Insurance to Protect a Business
  5. Company Management
  6. Consumer Protection Law
  7. Contract Law
  8. Trusts
  9. Tax (financial) advisers – Ethical and Professional Responsibilities
Latest Reviews for Financial Planning
  • the course was comprehensive and relevant to real world practice. A practical learning experience
    Mark Western Australia

  • the course was comprehensive and relevant to real world practice. A practical learning experience
    Mark Western Australia

  • the course was comprehensive and relevant to real world practice. A practical learning experience
    Mark Western Australia
About Diploma of Financial Planning

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