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Taxation of securities and managed investments
We examine primary tax issues associated with investing in various financial products – including crypto. -
The NCCP Act and Responsible Lending RG209
We clarify the who, what, and why of this aspect of credit law, so you can assist your practice to comply with its obligations. -
Tier 1 CFA Gap Program
Specifically designed for those who have successfully completed Level 1 (or higher) of the Chartered Financial Analyst (CFA®) program. -
Tier 1 Derivatives
Uncover equity, fixed interest, FX related futures, options, forwards, swaps and market conventions. -
Tier 1 Foreign Exchange
Delve into cross-rates, forwards, options, swaps, NDFs and market conventions. -
Tier 1 General Insurance
Designed for representatives who sell personal and business types of general insurance, including personal-sickness and accident. -
Tier 1 Generic Knowledge
Learn the economic environment, operation of financial markets and types of financial products. -
Tier 1 Life Insurance
Covers term life, trauma or critical illness, TPD and income protection policies. -
Tier 1 Managed Investments
Discover Equity trusts, fixed interest trusts, serviced strata schemes, primary production schemes, property trusts and more. -
Tier 1 Margin Lending
This course introduces the concept of margin lending. -
Tier 1 Securities
Explore shares, bank bills, commercial paper, bonds, structured products and crowdfunding. -
Tier 1 Securities and Managed Investments
Explore securities and managed investment markets, including shares and indices, debt instruments, hybrids, equity crowdfunding securities, crypto-assets, unit trusts, property trusts, and other investment schemes. -
Tier 1 Superannuation
Understand Australia's superannuation system, regulation & policy, member contributions, insurance, and transition to retirement products. -
Tier 2 RG146 Continuing Professional Development
Our Tier 2 CPD is a practical and easy solution keeping representatives RG146 knowledge up to date. -
Tier 2 RG146 Deposit Products and Non-Cash Payment Products
Outlines common characteristics of deposit products, how the payment system processes fund transfers, and how banks and payment systems are regulated. -
Understanding Custody
Vital industry and regulatory knowledge for teams working in or supporting custodial services or funds management. -
Work health and safety
Learn how to protect yourself and others at work.
