Check out all our financial training!

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Financial Education Professionals has been a leading provider of technical training in financial services for over a decade.
We are an ASIC Authorised Assessor for the purposes of RG 146 and RG 105 and a Registered Training Organisation, accredited to offer programs and qualifications throughout Australia.
We work with a diverse range of experienced industry practitioners who are proven as excellent financial trainers in such areas as custody, financial markets, investment management and investment banking.
AFSL Compliance
ACL Compliance
Accounting
Banking
Banking Basics
Case Study – Failure of Ethical Behaviours
Ethical Behaviour & Courage
RG146: Licensing Compliance for AFSL holders – Margin Lending
Risk Management – Credit Risk
Risk Management – Financial Risk Management
Risk Management – Market Risk
Risk Management – Operational Risk
Compliance Professionals
Ethical Behaviour & Courage
Compliance Essentials
Custody and Operations
Financial Markets
Self Managed Super Funds
Tailored Training

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Check out all our financial training!

  1. 1. About Financial Education Professionals Financial Education Professionals has been a leading provider of technical training in financial services for over a decade. Our goal is to provide high quality and contemporary technical training, underpinned by strong industry practitioners and education and training specialists. We are an ASIC Authorised Assessor for the purposes of RG 146 and RG 105 and a Registered Training Organisation, accredited to offer programs and qualifications throughout Australia. Our services are offered as true blended learning ranging from small-group interactive workshops, through to elearning, to suit your needs and budgets. Contact Us Level 8, 20 Loftus Street, Sydney NSW 200 Phone: 02 9252 7437 Email: enquiries@financialeducation.com.au Web: www.financialeducation.com.au Follow us on
  2. 2. Meet the team Our clients Financial Education Professionals is Accredited Anusha Srinivasan - Ayer Training Provider to: Bill Warner Joan Street Anne Wilkinson Morris Levitzke Yvonne Anastas A small selection of our long term clients include:
  3. 3. Our Financial Consultant Trainers We work with a diverse range of experienced industry practitioners who are proven as excellent financial trainers in such areas as custody, financial markets, investment management and investment banking 1 2 3 4 5 6 • Choose course online Procedure • Pay course online If you have chosen to follow a course from Financial • Receive registration details • Start course/ Attend workshop • Complete course • Receive certification Education Professionals, the procedure will be the following. If you are interested in more detailed information about the course, please visit our online library on www.financialeducation.com.au
  4. 4. Overview of Courses AFSL Compliance AFSL CPD for Responsible Managers AFSL CPD for Advisers: Regulatory Update Risk Management – Credit Risk Risk Management – Financial Risk Management Risk Management – Market Risk Risk Management – Operational Risk Case Study – Conflict of Interest Case Study – Failure of Ethical Behaviours Ethical Behaviour & Courage RG146: Licensing Compliance for AFSL Holders – CFA ® Gap Program RG146: Licensing Compliance for AFSL Holders – Generic Knowledge RG146: Licensing Compliance for AFSL Holders – Deposit Products & Non-Cash Payment Products RG146: Licensing Compliance for AFSL Holders – Derivates RG146: Licensing Compliance for AFSL Holders – Foreign Exchange RG146: Licensing Compliance for AFSL Holders – General Insurance RG146: Licensing Compliance for AFSL Holders – Managed Investments RG146: Licensing Compliance for AFSL Holders – Margin Lending RG146: Licensing Compliance for AFSL Holders – Securities ACL Compliance ACL CPD for Credit Representatives ACL CPD for Responsible Managers Case Study – Failure of Ethical Behaviours Ethical Behaviour & Courage Risk Management – Credit Risk
  5. 5. Accounting Accounting for non-accountants Case Study – Failure of Ethical Behaviours Ethical Behaviour & Courage Risk Management – Operational Risk Banking Banking Basics Case Study – Failure of Ethical Behaviours Ethical Behaviour & Courage RG146: Licensing Compliance for AFSL holders – Margin Lending Risk Management – Credit Risk Risk Management – Financial Risk Management Risk Management – Market Risk Risk Management – Operational Risk Compliance Professionals Case study – Conflict of Interest Case Study – Failure of Ethical Behaviours Ethical Behaviour & Courage Compliance Essentials Custody and Operations (FNS 41110 Certifcate IV; Financial Market Operations) Introduction to Financial Markets Introduction to Custody
  6. 6. Financial Markets Introduction to Financial Markets Case Study – Failure of Ethical Behaviours Ethical Behaviour & Courage Fundamentals of Derivatives Fundamentals of Australia’s Financial Markets Fundamentals of Fixed Interest Fundamentals of Foreign Exchange Fundamentals of Funds Management Fundamentals of Investment Banking Fundamentals of Securities RG146: Licensing Compliance for AFSL Holders – Derivates RG146: Licensing Compliance for AFSL Holders – Foreign Exchange RG146: Licensing Compliance for AFSL Holders – Managed Investments RG146: Licensing Compliance for AFSL Holders – Securities “I think this is an excellent course for senior leaders to remind them of implications of being an RM” Feedback from a major bank following a compliance workshop
  7. 7. Risk Management Case Study – Failure of Ethical Behaviours Ethical Behaviour & Courage RG146: Licensing Compliance for AFSL Holders – General Insurance Risk Management – Credit Risk Risk Management – Financial Risk Management Risk Management – Market Risk Risk Management – Operational Risk Self Managed Super Funds Case Study – Failure of Ethical Behaviours Ethical Behaviour & Courage SMSF – Investment RG146: Licensing Compliance for AFSL Holders – Managed Investments Tailored Training If you need training that fits your organisation, we can work with you to design and deliver a program that will. Tailoring training to suit your needs and meet your organisational goals is the most effective and efficient use of your resources. Programs will be designed to reflect your requirements, the current market place and where relevant, delivered by industry practitioners.
  8. 8. Contact us If you want to learn more about our offerings please contact us on: +612 9252 7437 enquiries@financialeducation.com.au LinkedIn

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