What others say about us

What others say about us

Efficient, informative and accessible course. My organisation is already utilising aspects of the learning content in everyday work situations. The content is up to date with the industry and completely relevant to my role.  I had all the support and learning resources available to get it done quickly and early in the year.

Leeanne LukaitisUCA Funds Management Limited

“We have been working with Financial Education Professionals since we started operating in Australia three years ago.

The service they deliver in supporting our Risk Specialists to gain their RG 146 accreditation has always been efficient and professional.”

Elyse HainesHR Manager, Achmea Australia

“We have a giant advantage which, I believe will help ensure the success of the programme, and that is our relationship with the provider, Financial Education Professionals.

We couldn’t have asked for a provider with more expertise, professionalism, or energy than FEP. They are completely committed to working with ACSA and individual custodians to ensure the ongoing success of the programme. It is a privilege to work with them on this project.”

L&D Manager, Human Resources, BNP Paribason behalf of the Australian Custodial Services Association

“The CPD courses are informative, well-structured and relevant to the environment we work in.  I have heard very good feedback from the people who completed the modules.  

I am now going to look into options for getting these organised for a larger group of team members for this financial year.”

Compliance ManagerFinancial Markets

“Communication with me as required and beyond. The course material was well prepared and easily studied”.

Trevor PatrickSmart Rent Pty Ltd

“Satisfied with all aspects, received assistance when required”.

David JackMoneywise Group Australasia

“The team at Financial Education Professionals are great to deal with. Helpful and flexible.

With the accountant exemption ending, as a business we decided to ensure around 30 of our staff satisfied the RG146 education requirements. FEP made this an easy process with easy registration initially, and then consistently communicating the progress of the staff and provided feedback as to where everyone was at. Always responsive and friendly, and willing to assist.”

Accounting Firm

Advice Evolution started using the CPD Evolve platform to meet AFSL requirements in relation to Responsible Manager training.  All our Responsible Managers found the CPD Evolve process to be easy to use and flexible. We have not only continued to use that service but now also use the recently launched standard adviser CPD program.

I have found the program flexible and easily customised for our 22 advisors which really suits us as a boutique license holder.  We have found the CPD Evolve team to be extremely helpful and they go out of their way to help us solve any CPD issues we have.  It is great to work with a smaller group as they have the flexibility to work with us to get the best results.

David HarrisCEO, Advice Evolution

“No nonsense, time efficient, professional development offering”.

Mark KinsellaPivot Corporate

“We love using you guys as your courses are very clear and straightforward.”

Louis StergioPitcher Partners Sydney Wealth Management Pty Ltd

“Our firm exclusively uses the services of Financial Education Professionals for all of our ongoing RG146, compliance and responsible manager training for our team.

We find course materials extremely relevant and meaningful and this allows our team to have up to date, practical knowledge.”

Peter McGuireCEO, XM

Bill has completed and passed the CPD Quiz and tells me that its relatively quick and straight forward so no excuses! I have also received very good feedback on the content of the Technical Analysis: indicators and oscillators module and dealers have told me its very relevant to their day to day jobs!

Compliance ManagerFX Dealer

“Our dealings with FEP have involved the enrolment and participation of our staff in the ACSA / FEP Certificate IV programme. Our staff have commented favourably on the courses they have completed, and FEP has been flexible in ensuring that courses are delivered at a time and place that takes into consideration our business needs.

In addition, from a customer service point of view, our interactions with FEP have always been conducted on a professional and courteous basis.”

Training ManagerNational Australia Bank

“Easy to access and the course is suitable for meeting AFSL requirements”.

Beryl NotiasBaptist Financial Services Australia Ltd

“Self-access to the modules allowed me to learn at my own pace”. 

Helen TaumaoeFinance Motors