Training
Training - Wholesale
Last updated: 29 Sept. 2025
This bundle is designed to assist Wholesale-Only 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 |
|---|---|---|---|
| Training Policy - Wholesale | 2.0 | Policy | 29 Sept. 2025 |
| CPD Plan and Register (Excel Version) - Wholesale | 1.0 | Register | 31 Oct. 2022 |
| CPD Plan and Register (Word Version) - Wholesale | 1.0 | Register | 31 Oct. 2022 |