We have been delivering specialist technical training and licensing compliance solutions to financial workplaces for over two decades.
Our founders strived to improve the quality of financial services education in Australia – a legacy you can trust continues steadfastly to this very day.
Engaged in genuine partnerships with our clients, we actively listen, formulate ideas and develop solutions with you.
What differentiates us is that we seek to contextualise our learning; it is practice-based and focuses on how individual proficiency boosts organisational capability.
Our learning provides the financial services industry with professionals who embody the highest standards of technical proficiency, principled leadership and foresight to plan for change.
We are Registered Training Organisation (RTO Code 90725) and an ASIC authorised assessor. Our wealth of in-house educational expertise and extensive financial services practitioner network assures that your learning will comply with regulatory requirements.
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.
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.
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).
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).
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.
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