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Professional development centre

Empowering you through CPD-accredited education 

We understand the importance of Professional Development. That’s why we’re committed to delivering to you a range of CPD-accredited education materials from experts across our industry with one thing in mind — to support you in empowering better financial futures for your clients.

Upskill and refresh your knowledge. Our SMSF Academy is designed to provide valuable insights on the client and business benefits of SMSFs, empowering you and your clients with more flexibility and transparency.

This academy contains 4 modules, for a total of 5.25 CPD hour(s).

14th Nov

14 Nov 2023
Module 1 ― SMSFs in numbers

The SMSF sector remains an important part of the super system. As demonstrated by research data, the industry continues to

1.0 CPD hours SMSF Academy
Module 1 ― SMSFs in numbers

The SMSF sector remains an important part of the super system. As demonstrated by research data, the industry continues to

25th Sep

25 Sep 2023
Module 2 ― Younger investors driving growth in the SMSF market

The benefits of choosing an SMSF are well-documented. Investors enjoy having control over how their super is invested, as well

1.0 CPD hours SMSF Academy
Module 2 ― Younger investors driving growth in the SMSF market

The benefits of choosing an SMSF are well-documented. Investors enjoy having control over how their super is invested, as well

14th Nov

14 Nov 2023
Module 3 ― Advice strategies

For years, it was believed a SMSF should only be established with a minimum balance of $500K in order to

2.25 CPD hours SMSF Academy
Module 3 ― Advice strategies

For years, it was believed a SMSF should only be established with a minimum balance of $500K in order to

14th Nov

14 Nov 2023
Module 4 ― Engaging future clients with SMSF solutions today

The growth of the SMSF industry is increasingly being driven by a new, younger client segment.  These clients have key

1.0 CPD hours SMSF Academy
Module 4 ― Engaging future clients with SMSF solutions today

The growth of the SMSF industry is increasingly being driven by a new, younger client segment.  These clients have key

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Learn from the experts. Our Managed Portfolio Academy is designed to help you learn how managed portfolios can deliver real value for your clients, and efficiencies for your business.

This academy contains 4 modules, for a total of 4.5 CPD hour(s).

20th Oct

20 Oct 2021
Module 1 ― The rise of managed portfolios

Technology is clearly an enabler for the new wave of managed portfolio solutions, and their demand is a result of

1.0 CPD hours Managed Portfolio Academy
Module 1 ― The rise of managed portfolios

Technology is clearly an enabler for the new wave of managed portfolio solutions, and their demand is a result of

21st Oct

21 Oct 2021
Module 2 ― Managed portfolios and other investment structures

Managed portfolios can combine some of the benefits of investing directly with professional investment management, within a structure that may

1.0 CPD hours Managed Portfolio Academy
Module 2 ― Managed portfolios and other investment structures

Managed portfolios can combine some of the benefits of investing directly with professional investment management, within a structure that may

21st Oct

21 Oct 2021
Module 3 ― Re-engineering your advice process with Managed Portfolios

Managed portfolios, through the advancement and development of sophisticated technology, have enabled the advice process to evolve, saving you and

1.5 CPD hours Managed Portfolio Academy
Module 3 ― Re-engineering your advice process with Managed Portfolios

Managed portfolios, through the advancement and development of sophisticated technology, have enabled the advice process to evolve, saving you and

21st Oct

21 Oct 2021
Module 4 ― Client and practice benefits of managed portfolios

The use of managed portfolios is driven by a range of client benefits and operational efficiencies which have the potential

1.0 CPD hours Managed Portfolio Academy
Module 4 ― Client and practice benefits of managed portfolios

The use of managed portfolios is driven by a range of client benefits and operational efficiencies which have the potential

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We’re committed to delivering you a range of CPD-accredited webinars, papers and content from our team and experts across our industry.

There are 2 CPD quizzes available, for a total of 1.25 CPD hour(s).

9th Mar

9 Mar 2023
Investing for the future, with the clients of the future

What are the latest trends shaping the responsible investing landscape and what do they mean for advisers serving a younger, more engaged client base? Learn more about ESG investment preferences, greenwashing, the global regulatory landscape and how they are influencing advice practices and client discussions. Find out more on how to drive the responsible investing conversation with clients and how it can add scope to your firm’s value proposition.

CPD Quizzes
Investing for the future, with the clients of the future

What are the latest trends shaping the responsible investing landscape and what do they mean for advisers serving a younger, more engaged client base? Learn more about ESG investment preferences, greenwashing, the global regulatory landscape and how they are influencing advice practices and client discussions. Find out more on how to drive the responsible investing conversation with clients and how it can add scope to your firm’s value proposition.

24th Nov

24 Nov 2022
Protecting your business and clients against cyber threats

Fraser Jack, founder of The Cyber Collective is joined by a panel to discuss why it’s essential to have a cyber protection plan in place.

CPD Quizzes
Protecting your business and clients against cyber threats

Fraser Jack, founder of The Cyber Collective is joined by a panel to discuss why it’s essential to have a cyber protection plan in place.

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