The FEP story

Financial Education Professionals Pty Ltd is a specialist financial training company providing professional education, continuing training, assessment services, and learning consultancy for financial institutions in financial markets.

Bill Warner and Joan Street established Financial Education Professionals (FEP) in 2001 as an innovative provider of technical training to the wholesale financial services sector.

Bill and Joan had previously enjoyed successful careers with the Securities Institute of Australia (SIA). They saw an opportunity, with the advent of ASIC’s PS 146 (later RG 146) guidelines, to improve the quality of financial services compliance education in Australia.

Over the years, FEP has developed close relationships with a variety of financial services companies and associations to serve their technical training needs, including ‘responsible manager’ assessments.

We engage in genuine partnerships with our clients, actively listening, formulating ideas and developing solutions together.

We are early adopters of industry-leading, effective technologies and learning methodologies – from our state-of-the-art learning management system (LMS), to the contributions of our well-credentialled practitioner faculty and training specialists, to our ongoing analysis of leading indicators of future industry needs.

We offer technical training to individuals as well as to companies, and continually explore new opportunities to serve our customers, enhance their learning experience and enrich relationships. We anticipate and respond to industry developments, particularly in the areas of regulation, emerging technologies and reshaping of operating environments.

With financial services practice now more dynamic than ever, we help professionals to remain compliant and future ready at all times.

FEP is an Australian leader in financial services compliance training. We are an ASIC Authorised Assessor for the purposes of RG 146 and RG 105 and are a registered training organisation (90725) accredited to offer programs and qualifications throughout Australia.

We are a participant in several regulator groups, including ASIC’s Market Liaison, RegTech Liaison, and Financial Capability Community of Practice. We are also a representative on various PwC’s Skills for Australia focus and project working groups.