Training

Training

Upcoming Trainings 2018

Click on the month to see more details.

January

None

February

Structured Training

Topic: Marketing/ Branding
Date: February 27 and 28, 2018
Trainer: Marketing Team

Lunch & Learn 

Topic: Time Prioritisation
Date: February 19 and 23, 2018
Target Audience: Staff who have not completed this training (more than 3 months tenure)
Trainer: Marketing Team

March

Structured Training

More information

April

Structured Training

More information

May

Structured Training

More Information

June

Structured Training

More Information

July

Structured Training

More Information

August

Structured Training

Topic: Debt and Investment Strategies
Date: August 29 and 30, 2018
Trainer: Kay
More Information

Lunch & Learn

Topic: Attention to Details Part 1
Date: TBA
Target Audience: All FPAs
Trainer: Kay

September

Structured Training

Topic: Paperworks and Lodgements
Date: September 26 and 27, 2018
Trainer: Leo

More Information

‘This free training is on a first come, first serve basis. We can accommodate 15 maximum participants daily. Participants only need to attend 1 session. For any nominations, please notify your FPA AND their immediate CSMs on or before 21 Sept  2018.

October

Structured Training

Topic: Mortgage Basics
Date: October 30 and 31 , 2018
Trainer: Kay

Lunch & Learn

Topic: TBA (saved for other topics)
Date: TBA
Target Audience: TBA
Trainer: TBA

November

Structured Training

Topic: SMSF Basics
Date: November 28 and 29 , 2018
Trainer: Kay

Lunch & Learn

Topic: Presentation Skills Part
Date: TBA
Target Audience: For FPAs running the Lunch and Learn for the next year
Trainer: Kay

December

Structured Training

Topic: SMSF Basics
Date: November 28 and 29 , 2018
Trainer: Kay

Lunch & Learn

Topic: Presentation Skills Part
Date: TBA
Target Audience: For FPAs running the Lunch and Learn for the next year
Trainer: Kay

Notify your Financial Planning Assitant or their CSM if you would like to enrol them for the month’s training.

Trainings conducted in 2017

Debt and Investment Strategies

Thurs – Fri 29-30 November 2017

Training Duration: 2 hours

Scope

This training covers the following:
  • The various types of debt products available.
  • Analysis of different debt strategies to various investment scenarios.
The purpose of this training is for learners to:
  • To learn the basic concepts and fundamental principles of Debt as it relates to Wealth creation.
  • To learn the various types of debt used to acquire assets and the related taxation, regulatory and estate considerations.
Who is this for:
  • This training is aimed at CSRs who need to learn how financial advisers look at debt as an investment strategy and some of the benefits and drawbacks and why these strategies were recommended.
Navigating Fund Managers Website

26 to 27 October 2017

Training Duration: 2 hours

The purpose of this training is for learners to:
  • Learn how to navigate most commonly used adviser websites.
  • Learn to utilise the different tools/features within the adviser website.
Fundamentals of Marketing

Thurs – Fri 29-30 June 2017

Training Duration: 2 hours

The purpose of this training is for learners to:
  • Be oriented on the fundamentals of marketing.
  • Understand why we offer marketing services to our clients.
  • Know the different marketing materials/media to effectively address marketing needs.
  • Familiarize the basic online/offline marketing tools such as PowerPoint, Camtasia, Canva, and etc.
Insurance Strategies and Application Forms

Mon – Tues 28-29 November 2016

Training Duration: 2 hours

The purpose of this training is for the CSR to learn how insurance application forms are prepared.

This training session covers the following:
  • Identifying existing insurance policies of clients and identifying if they are to be cancelled or not.
  • Understanding the quotes prepared and how the details should be entered in the application form.
  • Identifying the other online and paper forms to prepare depending on the insurance ownership, i.e. enduring rollover authority, direct debit forms, etc.
Implementation Review Training

August 30 – 31 2017

Training Duration: 2 hours

The purpose of this training is for learners to:
  • Understand the overall implementation process for superannuation, pension & insurance.
  • Learn the basics of lodging applications.
  • Refer and use the VBP standard checklists for lodging and monitoring applications.
  • Ensure previous learnings about implementation are retained and kept current.
Superannuation & Pension Strategies Training

Thurs – Fri 27-28 April 2017

Training Duration: 2 hours

The purpose of this training is for learners to:
  • Understand the different strategies and recommendations provided by financial advisers involving superannuation and pension.
  • Identify and fill out the forms needed to be completed for the different types of strategies and products.
Super and Pension Application

Wed – Thurs 26-27 October 2016

Training Duration: 2 hours

The purpose of this training is for the CSR to understand the different strategies involving superannuation and pension and to identify the forms needed to be completed for different types of strategies and products.

This training session covers the following:
  • Setting up of new Super and Pension funds
  • Re-contribution Strategy
  • Pension Refresh
  • Rebalancing
  • Altering/changing instructions of existing Super and Pension funds
Insurance Review & Strategies

Friday 28 July 2017

Training Duration: 2 hours

The purpose of this training is for learners to:
  • Ensure previous learnings about insurance are retained and kept current.
  • Understand the different strategies and recommendations provided by financial advisers involving insurance.
  • Identify and fill out the forms needed to be completed for these insurance strategies.
Insurance Quotes & Forms Preparation

Thurs – Fri 16-17 February 2017

Training Duration: 2 hours

The purpose of this training is for learners to:
  • Ensure previous learnings about insurance are retained and kept current.
  • Learn the basics of creating insurance quotes using various quoting softwares.
  • Understand the underwriting process.
  • Identify and fill out the forms needed to be completed for new applications and existing insurance policies.
Insurance Training

Wed – Thurs 5-6 October 2016

Training Duration: 2 hours

The purpose of this training is for the CSR to ensure that previous learnings about insurance and insurance quotes preparation are retained and kept current.

This training session covers the following:
  • Fundamentals of insurance
  • Creating insurance quotes
  • Underwriting process