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Workshop Schedule

Victoria

Pathway to Fellow Chartered Financial Practitioner

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Insurance

22nd Jan - 20th Mar

Superannuation

27th Jan - 4th Feb

Investment Planning

29th Jan - 6th Feb

Diploma of Financial Services (Financial Planning)

19th Jan - 6th Feb

Financial Advice (Financial Planning)

19th Jan - 21st Jan

Specialist Adviser (General Advice)

19th Jan - 19th Jan

Specialist Adviser (Personal Advice)

19th Jan - 21st Jan

Tier 1 Specialist Adviser - Insurance (General Advice)

19th Jan - 20th Mar

Tier 1 Specialist Adviser - Insurance (Personal Advice)

19th Jan - 20th Mar

Tier 1 Specialist Adviser - Superannuation (General Advice)

19th Jan - 4th Feb

Tier 1 Specialist Adviser - Superannuation (Personal Advice)

19th Jan - 4th Feb

Tier 1 Specialist Adviser - Investment Planning (General Advice)

19th Jan - 6th Feb

Tier 1 Specialist Adviser - Investment Planning (Personal Advice)

19th Jan - 6th Feb

General Insurance (General Advice)

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Advanced Diploma of Financial Services

-

Taxation Planning

-

Estate Planning

-

Advanced Investment Planning

-

Financial Planning

-

Foreign Exchange

-

Foreign Exchange (General Advice)

-

Foreign exchange (Personal advice)

-

Derivatives (General Advice)

19th Jan -

Derivatives (Personal Advice)

19th Jan -

Securities (General Advice)

-

Securities (Personal Advice)

-

Accountants Bridging Course - Superannuation

-

Financial Markets

-

Professional Indemnity Insurance (General Advice)

-

Australian Industry Essentials

19th Jan - 19th Jan

Recognition of Current Competencies

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Diploma of Financial Services (Financial Planning)

19th Jan - 6th Feb

Financial Advice

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Generic Knowledge

-

Insurance (Personal Advice)

-

Insurance (General Advice)

-

Superannuation (Personal Advice)

-

Superannuation (General Advice)

-

Investments (Personal Advice)

-

Investments (General Advice)

-

Financial Advice (Financial Planning)

19th Jan - 21st Jan

Continuing Professional Development (1 - 10 advisers)

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Continuing Professional Development (10+ advisers)

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Continuing Professional Development (50+ advisers)

-

Continuing Professional Development (100+ advisers)

-

Continuing Professional Development (500+ advisers)

-

Continuing Professional Development (1000+ advisers)

-

New South Wales

Pathway to Fellow Chartered Financial Practitioner

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Insurance

15th Jan - 16th Jan

Superannuation

27th Jan - 28th Jan

Investment Planning

29th Jan - 30th Jan

Diploma of Financial Services (Financial Planning)

12th Jan - 30th Jan

Financial Advice (Financial Planning)

12th Jan - 14th Jan

Specialist Adviser (General Advice)

12th Jan - 12th Jan

Specialist Adviser (Personal Advice)

12th Jan - 14th Jan

Tier 1 Specialist Adviser - Insurance (General Advice)

12th Jan - 16th Jan

Tier 1 Specialist Adviser - Insurance (Personal Advice)

12th Jan - 16th Jan

Tier 1 Specialist Adviser - Superannuation (General Advice)

12th Jan - 28th Jan

Tier 1 Specialist Adviser - Superannuation (Personal Advice)

12th Jan - 28th Jan

Tier 1 Specialist Adviser - Investment Planning (General Advice)

12th Jan - 30th Jan

Tier 1 Specialist Adviser - Investment Planning (Personal Advice)

12th Jan - 30th Jan

General Insurance (General Advice)

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Advanced Diploma of Financial Services

-

Taxation Planning

-

Estate Planning

-

Advanced Investment Planning

-

Financial Planning

-

Foreign Exchange

-

Foreign Exchange (General Advice)

-

Foreign exchange (Personal advice)

-

Derivatives (General Advice)

12th Jan -

Derivatives (Personal Advice)

12th Jan -

Securities (General Advice)

-

Securities (Personal Advice)

-

Accountants Bridging Course - Superannuation

-

Financial Markets

-

Professional Indemnity Insurance (General Advice)

-

Australian Industry Essentials

12th Jan - 12th Jan

Recognition of Current Competencies

-

Diploma of Financial Services (Financial Planning)

12th Jan - 30th Jan

Financial Advice

-

Generic Knowledge

-

Insurance (Personal Advice)

-

Insurance (General Advice)

-

Superannuation (Personal Advice)

-

Superannuation (General Advice)

-

Investments (Personal Advice)

-

Investments (General Advice)

-

Financial Advice (Financial Planning)

12th Jan - 14th Jan

Continuing Professional Development (1 - 10 advisers)

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Continuing Professional Development (10+ advisers)

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Continuing Professional Development (50+ advisers)

-

Continuing Professional Development (100+ advisers)

-

Continuing Professional Development (500+ advisers)

-

Continuing Professional Development (1000+ advisers)

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Queensland

Pathway to Fellow Chartered Financial Practitioner

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Insurance

22nd Jan - 20th Mar

Superannuation

3rd Feb - 1st Apr

Investment Planning

5th Feb - 3rd Apr

Diploma of Financial Services (Financial Planning)

19th Jan - 3rd Apr

Financial Advice (Financial Planning)

19th Jan - 18th Mar

Specialist Adviser (General Advice)

19th Jan - 16th Mar

Specialist Adviser (Personal Advice)

19th Jan - 18th Mar

Tier 1 Specialist Adviser - Insurance (General Advice)

19th Jan - 20th Mar

Tier 1 Specialist Adviser - Insurance (Personal Advice)

19th Jan - 20th Mar

Tier 1 Specialist Adviser - Superannuation (General Advice)

19th Jan - 1st Apr

Tier 1 Specialist Adviser - Superannuation (Personal Advice)

19th Jan - 1st Apr

Tier 1 Specialist Adviser - Investment Planning (General Advice)

19th Jan - 3rd Apr

Tier 1 Specialist Adviser - Investment Planning (Personal Advice)

19th Jan - 3rd Apr

General Insurance (General Advice)

-

Advanced Diploma of Financial Services

-

Taxation Planning

-

Estate Planning

-

Advanced Investment Planning

-

Financial Planning

-

Foreign Exchange

-

Foreign Exchange (General Advice)

-

Foreign exchange (Personal advice)

-

Derivatives (General Advice)

19th Jan -

Derivatives (Personal Advice)

19th Jan -

Securities (General Advice)

-

Securities (Personal Advice)

-

Accountants Bridging Course - Superannuation

-

Financial Markets

-

Professional Indemnity Insurance (General Advice)

-

Australian Industry Essentials

19th Jan - 16th Mar

Recognition of Current Competencies

-

Diploma of Financial Services (Financial Planning)

19th Jan - 3rd Apr

Financial Advice

-

Generic Knowledge

-

Insurance (Personal Advice)

-

Insurance (General Advice)

-

Superannuation (Personal Advice)

-

Superannuation (General Advice)

-

Investments (Personal Advice)

-

Investments (General Advice)

-

Financial Advice (Financial Planning)

19th Jan - 18th Mar

Continuing Professional Development (1 - 10 advisers)

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Continuing Professional Development (10+ advisers)

-

Continuing Professional Development (50+ advisers)

-

Continuing Professional Development (100+ advisers)

-

Continuing Professional Development (500+ advisers)

-

Continuing Professional Development (1000+ advisers)

-

Western Australia

Pathway to Fellow Chartered Financial Practitioner

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Insurance

5th Feb - 6th Feb

Superannuation

17th Feb - 18th Feb

Investment Planning

19th Feb - 20th Feb

Diploma of Financial Services (Financial Planning)

2nd Feb - 20th Feb

Financial Advice (Financial Planning)

2nd Feb - 31st Mar

Specialist Adviser (General Advice)

2nd Feb - 2nd Feb

Specialist Adviser (Personal Advice)

2nd Feb - 31st Mar

Tier 1 Specialist Adviser - Insurance (General Advice)

2nd Feb - 6th Feb

Tier 1 Specialist Adviser - Insurance (Personal Advice)

2nd Feb - 6th Feb

Tier 1 Specialist Adviser - Superannuation (General Advice)

2nd Feb - 18th Feb

Tier 1 Specialist Adviser - Superannuation (Personal Advice)

2nd Feb - 18th Feb

Tier 1 Specialist Adviser - Investment Planning (General Advice)

2nd Feb - 20th Feb

Tier 1 Specialist Adviser - Investment Planning (Personal Advice)

2nd Feb - 20th Feb

General Insurance (General Advice)

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Advanced Diploma of Financial Services

-

Taxation Planning

-

Estate Planning

-

Advanced Investment Planning

-

Financial Planning

-

Foreign Exchange

-

Foreign Exchange (General Advice)

-

Foreign exchange (Personal advice)

-

Derivatives (General Advice)

2nd Feb -

Derivatives (Personal Advice)

2nd Feb -

Securities (General Advice)

-

Securities (Personal Advice)

-

Accountants Bridging Course - Superannuation

-

Financial Markets

-

Professional Indemnity Insurance (General Advice)

-

Australian Industry Essentials

2nd Feb - 2nd Feb

Recognition of Current Competencies

-

Diploma of Financial Services (Financial Planning)

2nd Feb - 20th Feb

Financial Advice

-

Generic Knowledge

-

Insurance (Personal Advice)

-

Insurance (General Advice)

-

Superannuation (Personal Advice)

-

Superannuation (General Advice)

-

Investments (Personal Advice)

-

Investments (General Advice)

-

Financial Advice (Financial Planning)

2nd Feb - 31st Mar

Continuing Professional Development (1 - 10 advisers)

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Continuing Professional Development (10+ advisers)

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Continuing Professional Development (50+ advisers)

-

Continuing Professional Development (100+ advisers)

-

Continuing Professional Development (500+ advisers)

-

Continuing Professional Development (1000+ advisers)

-

Tasmania

Pathway to Fellow Chartered Financial Practitioner

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Insurance

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Superannuation

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Investment Planning

-

Diploma of Financial Services (Financial Planning)

-

Financial Advice (Financial Planning)

-

Specialist Adviser (General Advice)

-

Specialist Adviser (Personal Advice)

-

Tier 1 Specialist Adviser - Insurance (General Advice)

-

Tier 1 Specialist Adviser - Insurance (Personal Advice)

-

Tier 1 Specialist Adviser - Superannuation (General Advice)

-

Tier 1 Specialist Adviser - Superannuation (Personal Advice)

-

Tier 1 Specialist Adviser - Investment Planning (General Advice)

-

Tier 1 Specialist Adviser - Investment Planning (Personal Advice)

-

General Insurance (General Advice)

-

Advanced Diploma of Financial Services

-

Taxation Planning

-

Estate Planning

-

Advanced Investment Planning

-

Financial Planning

-

Foreign Exchange

-

Foreign Exchange (General Advice)

-

Foreign exchange (Personal advice)

-

Derivatives (General Advice)

-

Derivatives (Personal Advice)

-

Securities (General Advice)

-

Securities (Personal Advice)

-

Accountants Bridging Course - Superannuation

-

Financial Markets

-

Professional Indemnity Insurance (General Advice)

-

Australian Industry Essentials

-

Recognition of Current Competencies

-

Diploma of Financial Services (Financial Planning)

-

Financial Advice

-

Generic Knowledge

-

Insurance (Personal Advice)

-

Insurance (General Advice)

-

Superannuation (Personal Advice)

-

Superannuation (General Advice)

-

Investments (Personal Advice)

-

Investments (General Advice)

-

Financial Advice (Financial Planning)

-

Continuing Professional Development (1 - 10 advisers)

-

Continuing Professional Development (10+ advisers)

-

Continuing Professional Development (50+ advisers)

-

Continuing Professional Development (100+ advisers)

-

Continuing Professional Development (500+ advisers)

-

Continuing Professional Development (1000+ advisers)

-

Northern Territory

Pathway to Fellow Chartered Financial Practitioner

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Insurance

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Superannuation

-

Investment Planning

-

Diploma of Financial Services (Financial Planning)

-

Financial Advice (Financial Planning)

-

Specialist Adviser (General Advice)

-

Specialist Adviser (Personal Advice)

-

Tier 1 Specialist Adviser - Insurance (General Advice)

-

Tier 1 Specialist Adviser - Insurance (Personal Advice)

-

Tier 1 Specialist Adviser - Superannuation (General Advice)

-

Tier 1 Specialist Adviser - Superannuation (Personal Advice)

-

Tier 1 Specialist Adviser - Investment Planning (General Advice)

-

Tier 1 Specialist Adviser - Investment Planning (Personal Advice)

-

General Insurance (General Advice)

-

Advanced Diploma of Financial Services

-

Taxation Planning

-

Estate Planning

-

Advanced Investment Planning

-

Financial Planning

-

Foreign Exchange

-

Foreign Exchange (General Advice)

-

Foreign exchange (Personal advice)

-

Derivatives (General Advice)

-

Derivatives (Personal Advice)

-

Securities (General Advice)

-

Securities (Personal Advice)

-

Accountants Bridging Course - Superannuation

-

Financial Markets

-

Professional Indemnity Insurance (General Advice)

-

Australian Industry Essentials

-

Recognition of Current Competencies

-

Diploma of Financial Services (Financial Planning)

-

Financial Advice

-

Generic Knowledge

-

Insurance (Personal Advice)

-

Insurance (General Advice)

-

Superannuation (Personal Advice)

-

Superannuation (General Advice)

-

Investments (Personal Advice)

-

Investments (General Advice)

-

Financial Advice (Financial Planning)

-

Continuing Professional Development (1 - 10 advisers)

-

Continuing Professional Development (10+ advisers)

-

Continuing Professional Development (50+ advisers)

-

Continuing Professional Development (100+ advisers)

-

Continuing Professional Development (500+ advisers)

-

Continuing Professional Development (1000+ advisers)

-

ACT

Pathway to Fellow Chartered Financial Practitioner

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Insurance

-

Superannuation

-

Investment Planning

-

Diploma of Financial Services (Financial Planning)

-

Financial Advice (Financial Planning)

-

Specialist Adviser (General Advice)

-

Specialist Adviser (Personal Advice)

-

Tier 1 Specialist Adviser - Insurance (General Advice)

-

Tier 1 Specialist Adviser - Insurance (Personal Advice)

-

Tier 1 Specialist Adviser - Superannuation (General Advice)

-

Tier 1 Specialist Adviser - Superannuation (Personal Advice)

-

Tier 1 Specialist Adviser - Investment Planning (General Advice)

-

Tier 1 Specialist Adviser - Investment Planning (Personal Advice)

-

General Insurance (General Advice)

-

Advanced Diploma of Financial Services

-

Taxation Planning

-

Estate Planning

-

Advanced Investment Planning

-

Financial Planning

-

Foreign Exchange

-

Foreign Exchange (General Advice)

-

Foreign exchange (Personal advice)

-

Derivatives (General Advice)

-

Derivatives (Personal Advice)

-

Securities (General Advice)

-

Securities (Personal Advice)

-

Accountants Bridging Course - Superannuation

-

Financial Markets

-

Professional Indemnity Insurance (General Advice)

-

Australian Industry Essentials

-

Recognition of Current Competencies

-

Diploma of Financial Services (Financial Planning)

-

Financial Advice

-

Generic Knowledge

-

Insurance (Personal Advice)

-

Insurance (General Advice)

-

Superannuation (Personal Advice)

-

Superannuation (General Advice)

-

Investments (Personal Advice)

-

Investments (General Advice)

-

Financial Advice (Financial Planning)

-

Continuing Professional Development (1 - 10 advisers)

-

Continuing Professional Development (10+ advisers)

-

Continuing Professional Development (50+ advisers)

-

Continuing Professional Development (100+ advisers)

-

Continuing Professional Development (500+ advisers)

-

Continuing Professional Development (1000+ advisers)

-

South Australia

Pathway to Fellow Chartered Financial Practitioner

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Insurance

5th Mar - 6th Mar

Superannuation

17th Mar - 18th Mar

Investment Planning

19th Mar - 20th Mar

Diploma of Financial Services (Financial Planning)

2nd Mar - 20th Mar

Financial Advice (Financial Planning)

2nd Mar - 3rd Mar

Specialist Adviser (General Advice)

2nd Mar - 2nd Mar

Specialist Adviser (Personal Advice)

2nd Mar - 3rd Mar

Tier 1 Specialist Adviser - Insurance (General Advice)

2nd Mar - 6th Mar

Tier 1 Specialist Adviser - Insurance (Personal Advice)

2nd Mar - 6th Mar

Tier 1 Specialist Adviser - Superannuation (General Advice)

2nd Mar - 18th Mar

Tier 1 Specialist Adviser - Superannuation (Personal Advice)

2nd Mar - 18th Mar

Tier 1 Specialist Adviser - Investment Planning (General Advice)

2nd Mar - 20th Mar

Tier 1 Specialist Adviser - Investment Planning (Personal Advice)

2nd Mar - 20th Mar

General Insurance (General Advice)

-

Advanced Diploma of Financial Services

-

Taxation Planning

-

Estate Planning

-

Advanced Investment Planning

-

Financial Planning

-

Foreign Exchange

-

Foreign Exchange (General Advice)

-

Foreign exchange (Personal advice)

-

Derivatives (General Advice)

2nd Mar -

Derivatives (Personal Advice)

2nd Mar -

Securities (General Advice)

-

Securities (Personal Advice)

-

Accountants Bridging Course - Superannuation

-

Financial Markets

-

Professional Indemnity Insurance (General Advice)

-

Australian Industry Essentials

2nd Mar - 2nd Mar

Recognition of Current Competencies

-

Diploma of Financial Services (Financial Planning)

2nd Mar - 20th Mar

Financial Advice

-

Generic Knowledge

-

Insurance (Personal Advice)

-

Insurance (General Advice)

-

Superannuation (Personal Advice)

-

Superannuation (General Advice)

-

Investments (Personal Advice)

-

Investments (General Advice)

-

Financial Advice (Financial Planning)

2nd Mar - 3rd Mar

Continuing Professional Development (1 - 10 advisers)

-

Continuing Professional Development (10+ advisers)

-

Continuing Professional Development (50+ advisers)

-

Continuing Professional Development (100+ advisers)

-

Continuing Professional Development (500+ advisers)

-

Continuing Professional Development (1000+ advisers)

-

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