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Financial Planning cpdpackages

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Package Name
Start Date
Expiry On
Original Price
Package Price
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Package Name
Responsible Managers (ACL) CPD Package
Start Date
14.09.2016
Expiry On
31.12.2018
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(Online)
  2. How to write a business plan(Online)
  3. Regulatory Guide 234 - Advertising financial products and advice services (including credit): Good practice guidance CPD(Online)
  4. Responsible Managers Training Obligations(Online)
  5. Comprehensive Credit Reporting(Online)
  6. Financial Risk Management(Online)
  7. ASIC Credit Cases(Online)
  8. Supervising and Training Authorised Credit Reps(Online)
  9. Responsible Lending Conduct – Credit Licensing ASIC RG209(Online)
  10. Regulatory Guide 205 - Credit Licensing: General Conduct Obligations(Online)
  11. Introduction to the Australian Privacy Act(Online)
  12. Fraud Awareness(Online)
  13. ASIC Investigations and Enforcement(Online)
Package Name
Compliance & Professional Development Training Package
Start Date
01.09.2016
Expiry On
31.12.2018
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(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
Advisers CPD Package
Start Date
10.03.2017
Expiry On
31.12.2018
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. SMSF Loans(Online)
  2. Reflective Practice(Online)
  3. Succession Planning(Online)
  4. The Ethics and Principles of Providing Financial Advice(Online)
  5. Insurance Bonds: Flexible Concessionally Taxed Investment Vehicles(Online)
  6. Self-Managed Superannuation Fund Penalty Regime(Online)
  7. AAMC – Anti-Money Laundering and Counter-Terrorism Financing Refresher Module(Online)
  8. Common Tax Offsets and Rebates(Online)
  9. Payment Card Industry Data Security Standards (PCI DSS)(Online)
  10. Commonwealth Proposals: Design & Distribution Obligations and Product Intervention Powers(Online)
  11. Regulatory Guide 234 - Advertising financial products and advice services (including credit): Good practice guidance CPD(Online)
  12. Introduction to the Australian Privacy Act(Online)
  13. Conflict Resolution - Dealing with Difficult People(Online)
Package Name
TPB506 and TPB507
Start Date
16.08.2017
Expiry On
31.12.2018
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 - Apply taxation requirements when providing tax (financial) advice services(Online)
  2. TPB507 - Commercial law for tax (financial) advisers(Online)
Package Name
TPB CPD for Tax (Financial) Advisers
Start Date
27.12.2017
Expiry On
31.12.2018
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(Online)
  2. Self-Managed Superannuation Fund Penalty Regime(Online)
  3. Common Tax Offsets and Rebates(Online)
  4. Taxation Implications of Using Life Insurance to Protect a Business(Online)
  5. Company Management(Online)
  6. Consumer Protection Law(Online)
  7. Contract Law(Online)
  8. Trusts(Online)
  9. Tax (financial) advisers – Ethical and Professional Responsibilities(Online)
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

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. After a Financial Planning Diploma course, a student can undertake further studies in the specialist areas that they wish to give advise in to include; Life Insurance, Insurance Broking, Superannuation, Managed Investments, Securities and Derivates, Margin Lending, and also Advice in Self Managed Superannuation Funds. Completion of the Financial Planning Diploma qualifies you to then also undertake the Advanced Diploma of Financial Planning qualification, now considered as a minimum qualification for many Dealer Groups. 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 professionals 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 has also designed online Financial Planning courses and ongoing CPD and CPE short courses for professionals to update their skills. AAMC Training provides a free Learning Management System (LMS) for clients to maintain control and records required under RG146 and RG206. AAMC Training can also assist you in establishing this Industry in your Country in consultation 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).