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Course overview


STUDY MODE

100% online via Zoom

NUMBER OF SUBJECTS

N/A

NEXT INTAKE

12 Nov 2025

COURSE FEE

$265.00

AVAILABLE LOANS

N/A

AQF LEVEL

N/A

COURSE DURATION

2 hours

ACCREDITATION

PROVIDER ID

N/A


Are you up to date with compliance changes and requirements that may impact your Australian Credit Licence (ACL?)

The ever-changing Credit landscape has meant ACL holders are constantly under the microscope, so it has never been more essential to stay on top of what is happening in the industry and understand the impact of regulatory developments.

The Responsible Manager Forum is designed for existing, new and prospective Responsible Manager audiences, Credit Managers, and other senior managers and directors operating within the Australian Credit Licence environment.

This forum provides participants with a legal, regulatory and advocacy update, and addresses other current topical issues.

A certificate of attendance will be awarded at the conclusion of this workshop.

This webinar will be delivered via Zoom and will not be recorded.

Presenter

Presenter – Matthew Farley

Matthew Farley is a Compliance Consultant who collaborates with Australian Financial Services and Australian Credit Licensees, providing ongoing support and coaching on legislative and regulatory requirements. With nearly a decade of experience in financial planning, Matthew transitioned to an AFSL compliance role in 2010, quickly developing expertise in risk management frameworks and coaching. He has extensive knowledge of AFSL and ACL compliance and has served as a Responsible Manager on various licenses.

Matthew holds a Master of Financial Planning from Kaplan and a Certificate IV in Finance and Mortgage Broking.

Agenda

Understanding Responsible Managers
– Definition
– Roles and Responsibilities

Regulatory requirements
– Fit and proper person test
– Obligations and liabilities

Qualifications and competencies
– Required skills and knowledge
– Training and education
– Experience

Best Practice for appointing responsible managers
– Selection process
– Monitoring and review

Managing conflicts of interest

Responsible lending and best interest duty for mortgage brokers

Complaints and breach management

Regulatory change and enforcement action

 

Date

Wednesday 12th November 2025 1:00pm – 3:00pm AEDT.

Fees

$265 (Inc. GST) per participant.

Policies

Student policies

Individuals who enrol in a Kaplan Professional course are bound by our published policies, including the policy that sets out our rules for assessment. Individuals can review these policies here. The policies also assist individuals when their study program does not go as planned and they need extra support.

Terms and conditions

Click here to access our terms and conditions.

Refund policy

Access our refund policy.

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