Fund Training Courses and Workshops
School(s) providing training of Fund Management

Accredited Investment Fiduciary Workshop
Course Format: Classroom
School/Trainer: The Association of Superannuation Funds of Australia Limited [>>]
Training Center(s)/Venue(s): Sydney, Australia

ASFA is partnering with fi360 Australasia® to offer the ASFA Accredited Investment Fiduciary course (ASFA AIF®) �an internationally recognised designation for people who look after other people’s money. It is designed specifically for trustees, investment committee members and advisers to provide a comprehensive overview of governance of the investment process. Rather than being an invest......

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Certificate IV Financial Services (Superannuation) provides an introductory overview of the superannuation industry. It is ideal for new comers to the industry and for those who need a broad knowledge of superannuation. Successful completion of the course sees the student awarded a Certificate IV qualification which is recognised nationally under the Australian Qualification Framework. ...

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ASFA has launched a brand new workshop aimed at assisting Trustees comply with APRA’s ongoing ‘fit and proper’ standard. All participants also gain CPD points for each workshop attended. ASFA is proud to partner with industry specialists to offer modules in Legal Issues, Corporate Governance and Operational Issues. Trustee boards can elect to complete all modules or choose the modules of p......

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TrusteeKnowHow is a one-day workshop designed to provide participants with the tools and techniques to assist them in becoming a more effective member of the trustee board. It will assist participants in understanding the practices; current trends and policies in the management of superannuation funds; and those who need to understand how to set investment objectives and strategies. Truste......

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Super Foundations is available as a one-day workshop for anyone needing an introduction to superannuation. No knowledge of the superannuation is required for participation. At the completion of this program participants will understanding of why we need superannuation, who are the major industry players, how the superannuation has evolved, fund and benefit design, and tax and benefit payment......

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Self Managed Superannuation Funds (SMSFs) is designed for superannuation practitioners who need a thorough understanding of the major issues in the specialist superannuation area of self managed superannuation funds (SMSFs). It would also be of great benefit to SMSF trustees, or to individuals planning to set up an SMSF. SMSFs can count towards the Advanced Diploma of Financial Services (Super......

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Financial planning is a complex and highly regulated activity. In this subject, we explore the key aspects of financial planning. It is designed for individuals in the finance industry who are seeking to demonstrate their competency under the Australian Securities and Investments Commission’s (ASIC) Regulatory Guide 146 (RG146) with regard to provision of financial advice in financial planning.......

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Australia’s Retirement Income System examines the operation of Australia’s current retirement income system. It also looks at the policy considerations of Federal legislation for superannuation and the rationale behind it. Australia’s Retirement Income System can count towards the Advanced Diploma of Financial Services (Superannuation). Australia’s Retirement Income System covers the followin......

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Defined Benefit Funds looks closely at the specific issues related to defined benefit funds, and discusses the major factors to be considered in the design process, and the benefits they provide. Both private sector and public sector funds are discussed in some detail. This subject also compares and contrasts defined benefit funds with accumulation funds. Defined Benefit Funds can count toward......

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Legal Framework looks at the important role of trustees in the operation of a fund and explores some of the legal issues involved in the running of a fund. If you are a fund trustee or are working in compliance, administration, or advising trustees, you will find this subject valuable. Legal Framework can count towards the Advanced Diploma of Financial Services (Superannuation) Legal Framewor......

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