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CPA Australia listings on the ASIC register

Current courses on the ASIC training register list names of solutions but the register does not show the components.

The components are:

PS 146 Financial Planning Process Solution:

  • PS146 Financial Advice Foundation
  • PS146 Financial Planning

PS146 Insurance Solution:

  • PS146 Financial Advice Foundation
  • PS146 Insurance

PS146 Superannuation Solution:

  • PS146 Financial Advice Foundation
  • PS146 Superannuation

PS146 Investments Solution:

  • PS146 Financial Advice Foundation
  • PS146 Investments

Advising in Self Managed Superannuation Funds Program:

  • SMSFs – Taxation, Legislation and Regulation
  • SMSFs – Investment & Trustee Issues
  • SMSFs Assessment

Personal Financial Planning & Superannuation (PFPS) PLUS Practical Experience Mentor Program or Skills Workshop:

  • The skills workshop option is the Client Relationship Skills workshop offered regularly by CPD to complement CPA 110.

Other entries

ASIC’s Training Register lists both courses that are currently registered and those that have been in the past. Those that are no longer available have an asterisk (*) after the title. In some instances, the name is the same and entered twice. This is due to the entry having different dates and conditions.

For example, the course Intensive Course in Financial Planning* is listed twice as it has two sets of conditions. There is the version that ended 1 January 2003 and another version that ended 1 February 2005 which is for those who completed the course during 2004 and completed additional assessment to comply with the new ASIC requirements.

For further information, visit the ASIC website.

Page last updated: Thursday, 3 November 2005

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