Financial Education Professionals is an Australian owned Registered Training Organisation (RTO Code 90725) providing specialist technical training and licensing compliance solutions for financial workplaces.
ASIC Compliance RG146
Tier 1
- Generic Knowledge
- Securities
- Derivatives
- Managed Investments
- General Insurance
- Superannuation
- Self-Managed Superannuation Funds (SMSF)
- Life Insurance
- Foreign Exchange
- Margin lending facilities
- CFA Gap Program
Tier 2
Industry induction training
CPD Short Courses
Generic Knowledge
- Cyber security refresher
- Spotlight on technological competence
- The consumer data right is here
- View from the intersection of Wall Street and Main Street
Regulation and Ethics
- Design and distribution obligations and product intervention powers
- Managing ethical dilemmas in financial services update
- Privacy and data protection refresher
- Providing general vs personal advice
Managed Investments
- Analysing investment performance
- Investing in listed and unlisted property
- Managed Investments: Players and technology
Life Insurance
Securities
- Equity, debt and hybrid securities
- Investing in equity crowdfunding
- Taxation of securities (2019-20 rates)
- The long and short of short selling
Derivatives
- Advising clients on retail OTC derivatives
- CFDs fundamentals
- Hedging Australian fixed interest using futures and options
- Hedging Australian fixed interest using swaps and FRAs
Foreign Exchange
Corporate Solutions
We deliver quality technical training to companies and individuals in the Australian financial services sector. Our customised training is designed for your organisational requirements and learning objectives. We address the technical areas, which you require achieving highly effective training outcomes. Our LMS provides 24/7 access to course materials and assessments.
Customise a training plan for your organisation. Our team are working remotely and can be contacted via enquiries@financialeducation.com.au
