Australia's largest privately owned financial services training company
Prefer to speak over the phone? Call us
1300 306 146
International: +61 3 8317 2953

FORMS AND DOCUMENTS

Download all forms and brochures from our website. All files are Portable Document Format (PDF) and require Adobe Acrobat Reader to open and print. Click the icon below to go to the Adobe download page to install Adobe Acrobat for free from the Adobe website.

Larger PDF files may take a long time to open, depending on the speed of your internet connection. If you have difficulty opening a PDF file, try saving the file to the hard drive on your computer and open it from there. It will open and print much more quickly.

Student Information Guide

Information for prospective and current students

Information for prospective and current students

Financial Adviser's Pocket Guide

Financial Adviser's Pocket Guide

DEGREE PATHWAY

RG146 Nationally Recognised Qualifications

RG146 Compliance Solution For Accountants

Accounting & Bookkeeping Qualifications

Business Qualifications

RG206 Compliance Qualifications

RG146 Compliance Short Courses

Short Courses

Compliance Documents

Regulatory Guideline 146 - Licensing: Training of financial product advisors.

Licensing: Training of financial product advisors. This is the policy statement sets out the minimum training standards for people who provide financial product advice to retail clients. This document is also available from the website of Australia's corporate regulator.

Regulatory Guideline 146 - Licensing: Training of financial product advisors

Consultation Paper 214 - Updated record-keeping obligations for AFS licensees

This consultation paper sets out our proposals to update the record-keeping obligations for Australian financial services (AFS) licensees when the licensee or its representatives provide financial product advice to retail clients in accordance with the new conduct obligations in Pt 7.7A of the Corporations Act 2001 (Corporations Act).

Consultation Paper 214 - Updated record-keeping obligations for AFS licensees

Regulation Impact Statement - Future of Financial Advice: Best interests duty and related obligations

This Regulation Impact Statement (RIS) addresses the proposal of the corporate regulator to improve our administration of the new obligation for advice providers to act in the best interests of the client (best interests duty) and related obligations in Div 2 of Pt 7.7A in the Corporations Act 2001 (Corporations Act).

Regulation Impact Statement - Future of Financial Advice: Best interests duty and related obligations
Close Icon

Request A Callback

One of our friendly course advisors will call you back

Close Icon

Express Interest

Please fill in the form and one of our friendly course advisors will call you back

Postcode:

URL:

Close Icon

Express Interest

Please fill in the form and one of our friendly course advisors will call you back

Postcode:

URL:

Close Icon

Express Interest

Please fill in the form and one of our friendly course advisors will call you back

Postcode:

URL:

Close Icon

Start Your Free Trial

Please enter your first name and last name

Please enter your phone number

Please enter your email address