COURSES OFFERED BY FINANCIAL EDUCATION PROFESSIONALS PTY LTD.

The CFA® Gap program has been specifically designed for those who have successfully completed Level 1 (or higher) of the Chartered Financial Analyst (CFA®) program.

Our online AML/CTF Course provides comprehensive coverage of AUSTRAC, ML/TF risk management, customer due diligence, reporting and record keeping requirements under the AML/CTF Act or the FTR Act.

Risk and Compliance is a fundamental component of financial services. With a growing set of regulatory and operational compliance requirements, organisations are under increased pressure.

Our nationally recognised qualification FNS51220 Diploma of Insurance Broking is designed to provide relevant industry knowledge and skills for a successful career in insurance broking.

Our Miscellaneous Financial Risk Product topic covers essential knowledge for advisers seeking accreditation to provide advice in miscellaneous financial risk products, particularly Discretionary Mutual Funds.

Our online course describes the knowledge and skills required to analyse client needs and to deal ethically and professionally in foreign exchange products. It addresses the training requirements of current Australian Securities and Investments Commission (ASIC).

RG146 Managed Investments can be studied as a short industry course under Responsible Manager Nomination Option 3, if this learning is specifically relevant to the sector or products the responsible manager’s role relates to (RG 105.69).

It comprises the supervised, closed book examination and appendix of content covered that ASIC requires for responsible manager nomination purposes. Include the content outline for ASIC to witness along with other supporting documents in your licence application.

A prominent trend in contemporary finance is the rapid growth of socially responsible investing and the consideration of environmental, social and governance (ESG) criteria in investment decisions.