CPD Toolbox

Education centre used by financial planners as evidence of continuing professional development. Complete the online quizzes that accompany each article and immediately begin earning CPD points.

Quiz available
Tools & guides
FASEA CPD Areas:
Technical Competence
ASIC RG 146 Knowledge Requirements:
Superannuation

As financial advisers enter their busiest period of the year, Graeme Colley explains the latest developments surrounding superannuation contributions at the end of the 2019/20 financial year.

Quiz available
Tools & guides
FASEA CPD Areas:
Technical Competence
ASIC RG 146 Knowledge Requirements:
Managed Investments

With investors forced to navigate unpredictable stockmarkets, and with a global recession looming, it is an environment where the investing methodology that is quantitative investing
comes into its own, writes Max Cappetta.

Quiz available
Tools & guides
FASEA CPD Areas:
Technical Competence
ASIC RG 146 Knowledge Requirements:
Financial Planning

As the average life expectancy rises to 83 years, this puts pressure on society to care for an aged population and opportunities in the healthcare property sector, writes Andrew Hemming.

Quiz available
Tools & guides
FASEA CPD Areas:
Technical Competence
ASIC RG 146 Knowledge Requirements:
Financial Planning

With the Budget postponed until October, the economic stimulus measures implemented for COVID-19 mean advisers have to contend with a whole new world, writes Jeff Scott.

Quiz available
Tools & guides
FASEA CPD Areas:
Technical Competence
ASIC RG 146 Knowledge Requirements:
Securities

As the impacts from the COVID-19 pandemic rattle the nerves of investors, writes Jun-Bei Liu, many are turning their attention to long/short equity strategies in a bid to capture the benefits of a falling market.

Quiz available
Tools & guides
FASEA CPD Areas:
Client Care and Practice
ASIC RG 146 Knowledge Requirements:
Generic Knowledge

The COVID-19 pandemic has emerged as the greatest disruption to economic growth in generations but presents an opportunity to highlight the benefits of technology, writes Emily Chen.

Quiz available
Tools & guides
FASEA CPD Areas:
Regulatory compliance and consumer protection
ASIC RG 146 Knowledge Requirements:
Financial Planning

There are subjective trends in the distinction between retail and wholesale clients, writes David Barrett, and it is important advisers get it right to avoid costly mistakes.

Quiz available
Tools & guides
FASEA CPD Areas:
Technical Competence
ASIC RG 146 Knowledge Requirements:
Aged Care

A key concern with the move to an aged care home is having enough money to fund costs, writes Minh Ly, but strategies can be used to help clients maximise their cashflow.

Quiz available
Tools & guides
FASEA CPD Areas:
Technical competence
ASIC RG 146 Knowledge Requirements:
Financial Planning

IOOF TechConnect’s Mark Gleeson explains the changes that advisers need to be aware of for their clients ahead of the move from Newstart to JobSeeker Payment this month.

Quiz available
Tools & guides
FASEA CPD Areas:
Technical Competence
ASIC RG 146 Knowledge Requirements:
Insurance

Business owners or self-employed individuals in Australia present an opportunity for advisers to engage with customers who may have a greater net-worth and need for financial advice, writes David Glen.