Training

Training

Upcoming Trainings 2019

Click on the month to see more details.

January

None

February

Super Solutions: Knowing, Growing, Showing

Topic: Super and Pension Strategies
Date: February 27 and 28, 2019
Trainer: Ann

More Information

March

Taking Away the Risks: Insurance Strategies Explained, Interpreting Insurance quotes, and Preparing Insurance Application Forms

Topic: Insurance Review and Strategies
Date: March 27 and 28, 2019
Trainer: Charles

This free training is on a first come, first serve basis. We can accommodate 20 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 March  2019.

April

PDS and Preparation of Application Forms

Topic: PDS and Preperation of Application Forms
Date: April 24 and 25, 2019
Trainer: Leo

May

Lodgement

Topic: Lodgement
Date: May 29 and 30, 2019
Trainer: Ann

June

Aged Care and Centrelink

Topic: Aged Care and Centrelink
Date: June 26 and 27, 2019
Trainer: Dee

July

Til Debt Do Us Part & Investment Management Strategies

Topic: Debt and Investments Strategies
Date: July 25, 2019
Trainer: 

August

The Smart Way with Microsoft Word 

Topic: Creating Client Templates and Documents (WORD)
Date: August 28 and 29, 2019
Trainer: DW

September

Working with Spreadsheets: A Beginner to Intermediate Guide

Topic: Creating Client Templates and Documents (EXCEL)
Date: September 25 and 27, 2019
Trainer: Alez

October

Marketing Basics

Topic: Marketing Basics
Date: October 30 and 31 , 2019
Trainer: Marketing

November

Structured Training

Topic: SMSF Basics
Date: November 27, 2019
Trainer: Kay

December

None

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

Trainings conducted in 2018

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

Working with Spreadsheets

Course Title

“Working with Spreadsheets”-  A Beginners’ to Intermediate Guide

Duration

This is a 2-day training course structured into 5 modules, with access to online training materials.

Date of Training

29-30 March 2018

Objective

It is entirely ‘hands on’, so those attending will get practice in creating and modifying actual spreadsheets.

After completing this course, students will be able to:

  • Create basic worksheets using Microsoft Excel 2016.
  • Perform calculations in an Excel worksheet.
  • Modify an Excel worksheet.
  • Modify the appearance of data within a worksheet.
  • Manage Excel workbooks.
  • Print the content of an Excel worksheet.
  • Learn how to use handy features.
Super Solutions: Knowing, Growing, Showing

26-27 April 2018

Purpose

The purpose of the ‘Super Solutions: Knowing, Growing, Showing’ 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

Scope:

This training covers the following,

  • Review on superannuation and pension fund types
  • Setting up of new superannuation and pension funds
  • Consolidation / rollovers
  • Superannuation contributions – Salary Sacrifice and Government co-contribution
  • Re-contribution strategy
  • Transition to Retirement
  • Pension Refresh
  • Portfolio Rebalancing
  • Beneficiary Nominations
  • Altering/changing instructions of existing superannuation and pension funds
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.
The Smart Way with Microsoft WORD
29 – 30 May 2018

Target Audience

The course is intended users with a basic understanding of Microsoft WORD who want to take their knowledge of the basic features further and help them become a better Microsoft Word user. To work faster, with less stress, and better results.

Objectives

It is entirely ‘hands on’, so those attending will get practice in creating and modifying actual documents.

After completing this course, students will be able to learn the following:

  • How to work with Text including formatting
  • Layout and Printing including adding a header, a footer, and page break
  • Working with Images and Objects including tables and charts
  • Collaboration and Reviewing of documents
  • Creating Mail Merge
  • Learn extra Microsoft WORD Tips to Boost Your Productivity
Taking Away the Risks – Insurance Strategies Explained

Date of Training

27 & 28 June 2018

Purpose

The purpose of the ‘‘Taking Away The Risks – Insurance Strategies Explained’ 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

At the end of this training, FPAs are able to:

  • Identify what forms to use for different insurance strategies
  • Extract information from insurance quotes
  • Conduct pre assessment calls to fund providers

Scope

This training covers the following,

  • Underwriting Process
  • Insurance Strategies – consolidation, Life/TPD Inside Super, Pre-pay IP Outside Super, Linked Trauma
  • Understanding the quotes prepared and how the details are entered to the forms
  • Identifying other insurance forms to prepare for the insurance strategies
Getting the Coverage You Need: A Guide to Preparing Quotes

Date of Training

July 25 and 26, 2018

Purpose

The purpose of the ‘Getting the Coverage You Need: A Guide to Preparing Quotes’ Training is for learners to

  • refresh previous learnings about insurance ensuring they are retained and kept current
  • increase awareness and mindfulness of the insurance needs analysis
  • learn the basics of creating insurance quotes using various quoting softwares – AMP Elevate, BT, Zurich & MLC

At the end of this session, FPAs are able to:

  • Understand and familiarise the Insurance Needs Analysis section of the Fact Find
  • Prepare insurance quotes for clients (Stand alone, Linked, Flexi Link)
  • Prepare and update an insurance quotes comparison spreadsheet
Debt and Investment Strategies Training

Date of Training

29 & 30 August 2018

Purpose

The purpose of the ‘Debt and Investment Strategies’ Training is for learners :

  • 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.

At the end of this training, FPAs will be able to:

  • Understand the rationale behind recommended investment strategies
  • Prepare investment-advise related paperwork

Scope

This training covers the following:

  • The various types of debt products available
  • Analysis of different debt strategies to various investment scenarios
Paperworks & Lodgement

Date of Training

26 & 27 September 2018

Purpose

The purpose of the ‘Paperwork & Lodgements’ Training is for learners to

  • Understand the overall implementation process for superannuation, pension & insurance
  • Know the important implementation documents
  • 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

At the end of this training, Financial Planning Assistants will be able to:

  • Prepare application forms for clients
  • Help in monitoring progress of application
  • Update the lodgement register

Scope

This training covers the following,

  • review lodgement terminologies – consolidation / rollovers etc
  • common implementation documents – authority to proceed, lodgement register etc.
  • quality check implementation using the VBP standard checklists for lodging & monitoring applications
  • underwriting process & booking medicals
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

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