Training
Training - AFSL
Version 7.1 -
Last updated: 5 Dec. 2024
This bundle is designed to assist AFS licensees review all forms of training that they will need to consider for the onboarding and ongoing training requirements of advisers and other representatives. It considers the interaction of other professional association memberships, and aligns to the Financial Planners & Advisers’ requirements and ASIC’s RG 146 (Licensing: Training of financial product advisers) and RG 105 (Licensing: Organisational competence).
Included documents
| Document | Version | Type | Date |
|---|---|---|---|
| Provisional Relevant Provider Policy - AFSL | 3.0 | Policy | 25 Sept. 2024 |
| Training Policy - AFSL | 4.1 | Policy | 6 Oct. 2023 |
| Completion Certificate - AFSL | 1.0 | Tool | 15 June 2022 |
| Final Completion Certificate - AFSL | 2.0 | Tool | 25 Sept. 2024 |
| Logbook Hours - AFSL | 1.0 | Tool | 15 June 2022 |
| CPD Plan and Register (Excel Version) - AFSL | 7.0 | Register | 9 May 2023 |
| CPD Plan and Register (Word Version) - AFSL | 3.0 | Register | 9 May 2023 |
| Provisional Relevant Provider Professional Year Plan Template - AFSL | 2.1 | Tool | 25 Sept. 2024 |
| CPD Policy - AFSL | 4.1 | Tool | 5 Dec. 2024 |