Industry Accreditation

Graduate Diploma in Global Wealth Management

ASIC Compliance

The Graduate Diploma in Global Wealth Management is rg146 compliant in the areas of:

• Financial Planning
• Securities
• Derivatives
• Managed Investments
• Superannuation
• General Insurance
• Life Insurance
• Insurance Broking
• Deposit Products and Non-Cash Payments
• Generic Knowledge
• Skills

The following subjects must be completed for full ASIC compliance:

• Investment Advisory Process and Client Relationship Management
• Economic Principles (M)
• Principles of Finance (M)
• Global Wealth Management
• Tax Estate and Wealth Planning

Further details can be downloaded from the ASIC website

Financial Planning Association of Australia

The Graduate Diploma in Global Wealth Management provides Advanced Standing Pathways to the CFP Certification Program.

The following subjects must all be completed to receive advanced standing for units CFP2, CFP3 and CFP4:

• Tax, Estate and Wealth Planning (CORPFIN 6003)
• Investment Advisory Process and Client Relationship Management (CORPFIN 6005)
• Industry Research Project (CORPFIN 6000)
• Global Wealth Management (CORPFIN 6004)

Further details can be downloaded from the FPA website

Professional Certificate in Self Managed Superannuation Funds

SMSF Professionals' Association of Australia

This course is of extremely high standard and has been designed to the required standards of the Self Managed Super Fund Professional's Association of Australia (SPAA) National Education Register, and also independently certified by LASA. It is one of the original accredited courses on the SPAA National Training Register.

The course presents and ideal opportunity for SPAA Specialist Advisors to complete studies at a Postgraduate level as well as contributing to their professional development and satisfying a significant proportion of SPAA's CPD requirements.  

Download a copy of SPAA Education and Training Register Assessment for Self Managed Super 1 - Establishment and Accumulation.

Download a copy of SPAA Education and Training Register Assessment for Self Managed Super 2 - Distribution and Estate Planning.

ASIC Compliance

The Professional Certificate in Self Managed Superannuation Funds has been included on the Australian Securities and Investment Commission (ASIC) Compliant Training Register. Details of compliance can be viewed here

Financial Planning Association of Australia

The Professional Certificate in Self Managed Superannuation Funds has been Accredited by the Financial Planning Association of Australia.

Accreditation number 004190 for 35 points credit of continuing professional development.

Certificate in Rural Estate Planning

The Certificate in Rural Estate Planning has been Accredited by the Financial Planning Association of Australia.

Accreditation number 003755 for 16 points credit of continuing professional development.