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Topic overview

This topic will help you gain practical knowledge of compliance requirements, learn how to mitigate regulatory risk, and understand how to effectively respond to ASIC inquiries or investigations.

This topic will also help ensure your long-term success as a compliant, ethical and client-focused professional in the financial advice industry.

 

What you will achieve

  1. Understand your legal obligations under ASIC regulations and the Corporations Act 2001
  2. Implement best practices in record-keeping and client documentation
  3. Navigate regulatory scrutiny with confidence.

Structure and duration

This topic is designed to be completed over six (6) weeks, with up to 12 weeks’ access provided to allow for flexibility.

Participants receive 20 hours of structured training per topic. For new entrants under the FAS requirements, these topics form a core part of the 100 hours of structured learning required during the Professional Year.

Advisers who successfully complete all requirements of the topic will be awarded a certificate of completion.

There are no specific due dates for activities. Advisers progress, complete and submit activities as they go. However, it is recommended that each activity be completed according to order laid out.

 

Recommended six (6) week study plan
WeekLearning focusHours
1Understanding the Regulatory Landscape

Activity 1-4
3
2The importance of compliance

Activity 5-10
4
3Compliant record keeping

Activity 11-14
4
4Ethics and managing conflicts of interest

Activity 15-19
4
5Keeping up with changes

Activity 20-24
3
6When ASIC comes knocking

Activity 25-28
2

 

Price

$275 (Inc. GST) per person (corporate package/rate available)

About the Financial Adviser Accelerator Suite (FAAS)

 

The Financial Adviser Accelerator Suite is the most interactive, engaging and career-focused training program the financial advice industry has ever seen — purpose-built to develop capable advisers who are ready to make an immediate impact.

Developed with early-career professionals in mind, the structured topics focus on building essential client engagement skills and financial advice fundamentals. The program is structured around four key knowledge pillars, with each topic containing multiple modules.

 

01

Fundamentals of Financial Advice

02

Client Care in Financial Advice

03

Client Engagement in Financial Advice

04

Quality Processes in Financial Advice