Managing Wealth courses

Refresher topics on taking a holistic view of client circumstances and needs, to ensure advice you provide is appropriate and meets regulatory requirements.

Each course is offered by self study via our learning portal, FEP Online, providing you with online learning resources, support and assessment. FEP Online also enables the management, recording and reporting of CPD obligations.

CPD points/hours3
AssessmentMultiple-choice exam
Course fee$195

Taxation of Securities

An investment in securities carries with it taxation implications, and any earnings made from securities – income or capital gain – are taxable. As an adviser, you should have a broad understanding of how securities are taxed and therefore tax implications for your clients…read more

Types of contributions to grow your super

Superannuation contributions are important, as clients who contribute more money to the superannuation environment in the most tax effective manner are more likely to be able to beneficially fund their income needs in retirement…read more

Managing post retirement lifestyles with annuities

Annuities have not been popular in Australia, or in fact anywhere in the world where they are not compulsory. While there are many reasons why they are not the retirement income of choice for Australians, we unpack the characteristics and features of annuities…read more

Fulfilling quests with Investment bonds

Investment bonds, also known as insurance bonds or growth bonds, came into existence in the early 1980s and became a very popular investment vehicle because of their tax effectiveness and the way that they enabled investors to save for significant life events….read more

Margin Lending

A margin or investment loan is a form of gearing that lets clients borrow money to invest in approved shares or managed funds, using their existing cash, shares or managed funds as security. So, how does margin lending work?….read more


We deliver quality technical training to companies and individuals in the Australian financial services sector. We are also an approved provider to industry associations and organisations.

Contact us on +61 2 9233 2000 to customise a training plan for your organisation.