Short courses

Agile Compliance Course

Financial Statement Fundamentals – Small and Medium Enterprises

The purpose of this course is for participants to establish a basic understanding of the financial reporting requirements, financial statements and how to assess small and medium enterprise financial performance.

Foreign Exchange Specialist Course

For those existing adviser looking to become compliant in the ASIC RG146 Financial Planning knowledge area

Funds Management Markets and Products online course

Online webinar designed for new entrants to the funds management industry. It is ideal for staff working for service provider organisations, master trusts or platform providers; and support staff working in customer service, marketing, IT and call centres will also benefit from attending this course.

Margin Lending Specialist Course

AFSL Responsible Manager Forum

Workshops designed to help responsible managers, responsible executives, compliance managers, company directors and CEOs keep on top of current and emerging issues affecting licensees.

Understanding and Analysing Financial Statements

This course is designed to enhance an individual’s understanding of the main financial statements.

Understanding Financial Markets

One-day workshop designed for new entrants to the financial services industry seeking a comprehensive understanding of the operations of the industry, the financial products used within the industry, and the markets for these products.