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:
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.

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

Advisers need to ensure contribution strategies for this financial year are carefully planned as there is no indexation of the $1.6 million super caps from July, Bryan Ashenden writes.

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

David Barrett looks at the complexity of the tax (financial) advice regime.

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

Linda Bruce looks at receiving income jointly as co-owners of an investment and its impact on assessable income.