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Workshop Schedule

Victoria

Pathway to Fellow Chartered Financial Practitioner

4th Dec -

Diploma of Financial Services (Financial Planning)

8th Dec - 18th Dec

Financial Advice (Financial Planning)

8th Dec - 10th Dec

Specialist Adviser (General Advice)

8th Dec - 8th Dec

Specialist Adviser (Personal Advice)

8th Dec - 10th Dec

Tier 1 Specialist Adviser - Insurance (General Advice)

8th Dec - 12th Dec

Tier 1 Specialist Adviser - Insurance (Personal Advice)

8th Dec - 12th Dec

Tier 1 Specialist Adviser - Superannuation (General Advice)

8th Dec - 16th Dec

Tier 1 Specialist Adviser - Superannuation (Personal Advice)

8th Dec - 16th Dec

Tier 1 Specialist Adviser - Investment Planning (General Advice)

8th Dec - 18th Dec

Tier 1 Specialist Adviser - Investment Planning (Personal Advice)

8th Dec - 18th Dec

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)

8th Dec -

Derivatives (Personal Advice)

8th Dec -

Securities (General Advice)

-

Securities (Personal Advice)

-

Accountants Bridging Course - Superannuation

-

Financial Markets

-

Professional Indemnity Insurance (General Advice)

-

Recognition of Current Competencies

-

Australian Industry Essentials

8th Dec - 8th Dec

Diploma of Financial Services (Financial Planning)

8th Dec - 18th Dec

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)

8th Dec - 10th Dec

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)

-

New South Wales

Pathway to Fellow Chartered Financial Practitioner

-

Diploma of Financial Services (Financial Planning)

8th Dec - 30th Jan

Financial Advice (Financial Planning)

8th Dec - 14th Jan

Specialist Adviser (General Advice)

8th Dec - 8th Dec

Specialist Adviser (Personal Advice)

8th Dec - 14th Jan

Tier 1 Specialist Adviser - Insurance (General Advice)

8th Dec - 16th Jan

Tier 1 Specialist Adviser - Insurance (Personal Advice)

8th Dec - 16th Jan

Tier 1 Specialist Adviser - Superannuation (General Advice)

8th Dec - 16th Dec

Tier 1 Specialist Adviser - Superannuation (Personal Advice)

8th Dec - 16th Dec

Tier 1 Specialist Adviser - Investment Planning (General Advice)

8th Dec - 30th Jan

Tier 1 Specialist Adviser - Investment Planning (Personal Advice)

8th Dec - 30th Jan

General Insurance (General Advice)

-

Advanced Diploma of Financial Services

-

Taxation Planning

-

Estate Planning

-

Advanced Investment Planning

25th Nov - 26th Nov

Financial Planning

27th Nov - 28th Nov

Foreign Exchange

-

Foreign Exchange (General Advice)

-

Foreign exchange (Personal advice)

-

Derivatives (General Advice)

8th Dec -

Derivatives (Personal Advice)

8th Dec -

Securities (General Advice)

-

Securities (Personal Advice)

-

Accountants Bridging Course - Superannuation

-

Financial Markets

-

Professional Indemnity Insurance (General Advice)

-

Recognition of Current Competencies

-

Australian Industry Essentials

8th Dec - 8th Dec

Diploma of Financial Services (Financial Planning)

8th Dec - 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)

8th Dec - 14th Jan

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)

-

Queensland

Pathway to Fellow Chartered Financial Practitioner

-

Diploma of Financial Services (Financial Planning)

24th Nov - 12th Dec

Financial Advice (Financial Planning)

24th Nov - 26th Nov

Specialist Adviser (General Advice)

24th Nov - 24th Nov

Specialist Adviser (Personal Advice)

24th Nov - 26th Nov

Tier 1 Specialist Adviser - Insurance (General Advice)

24th Nov - 28th Nov

Tier 1 Specialist Adviser - Insurance (Personal Advice)

24th Nov - 28th Nov

Tier 1 Specialist Adviser - Superannuation (General Advice)

24th Nov - 10th Dec

Tier 1 Specialist Adviser - Superannuation (Personal Advice)

24th Nov - 10th Dec

Tier 1 Specialist Adviser - Investment Planning (General Advice)

24th Nov - 12th Dec

Tier 1 Specialist Adviser - Investment Planning (Personal Advice)

24th Nov - 12th Dec

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)

24th Nov -

Derivatives (Personal Advice)

24th Nov -

Securities (General Advice)

-

Securities (Personal Advice)

-

Accountants Bridging Course - Superannuation

-

Financial Markets

-

Professional Indemnity Insurance (General Advice)

-

Recognition of Current Competencies

-

Australian Industry Essentials

24th Nov - 24th Nov

Diploma of Financial Services (Financial Planning)

24th Nov - 12th Dec

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)

24th Nov - 26th Nov

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)

-

Western Australia

Pathway to Fellow Chartered Financial Practitioner

-

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)

-

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)

-

Recognition of Current Competencies

-

Australian Industry Essentials

2nd Feb - 2nd Feb

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)

-

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)

-

Tasmania

Pathway to Fellow Chartered Financial Practitioner

-

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)

-

Recognition of Current Competencies

-

Australian Industry Essentials

-

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

-

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)

-

Recognition of Current Competencies

-

Australian Industry Essentials

-

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

-

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)

-

Recognition of Current Competencies

-

Australian Industry Essentials

-

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

-

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)

-

Recognition of Current Competencies

-

Australian Industry Essentials

2nd Mar - 2nd Mar

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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  Be a super adviser - Accountants can fast-track their superannuation compliance