Monthly Training Update

May 2019

FASEA CPD Training plans
You all should have received new CPD training plans reflecting the new FASEA requirements. Any questions please contact Michelle Leversedge on 07 3105 6509 or email [email protected]. Additionally a new CPD Policy is now available in XPLAN Notes and documents / General Information.

Education requirements
We are also pleased to advise we have entered into an arrangement with Kaplan which will provide a discounted in study fees for the Graduate Diploma of Financial Planning, reduction from $2395 per subject to $1500 (inclusive of GST). In addition to this Kaplan will also provide full support with assessing your current education and identifying suitable pathways to ensure you meet the required education level. Therefore if you would like Kaplan to complete a personalised assessment please email Michelle Leversedge at [email protected].

Adviser Exam
At this stage the Exam is not available however our understanding is it should be available from July 2019. Kaplan have also advised they will have a practice Exam available May / June. We will keep up posted as soon as we hear any further information.


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