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