Training

Introduction The FSC and Western Sydney University The College are pleased to offer FSC members enrolment into FNS42215 Certificate IV in Personal Trust Administration and FNS52015 Diploma of Personal Trusts at a discounted member rate.   Qualification Overview This qualification is designed to reflect the job roles of a person working in varied contexts within personal trust administration. Individuals in these roles apply solutions to a defined range of predictable and unpredictable problems and analyse and evaluate information from a variety of sources. They work autonomously, may provide guidance to others and have limited responsibility for the output of others.   Who should do this course? The Certificate IV in Personal Trust Administration is designed for people currently working in the personal trust industry who administer estates, administer trusts, prepare wills for clients and establish and administer powers of attorney.   Course Entry Requirements There are no entry requirements for FNS42215 Certificate IV in Personal Trust Administration. Whilst there are no entry requirements for this qualification, it is recommended, learners: Are currently working in an organisation that provides trustee services Have access to workplace policies/procedures, template documents, forms and business systems Have access to a variety of client files, either actual clients or training files Have line manager support as there may be a requirement to work outside learners normal work activities Have an experienced staff member who is willing to mentor the student   Pathways from the Qualification A further learning pathway utilising qualifications such as Diploma of Personal Trusts would support career progression.   2017 Semester Dates Semester 1: Monday 20 February – Friday 13 AprilSemester 2: Monday 1 May – Friday 23 JuneSemester 3: Monday 10 July – Friday 1 SeptemberSemester 4: Monday 18 September – Friday 10 November   Fees For information on course fees, please refer to the registration form for unit pricing.   How Do I Apply? To apply, please complete the registration form and email it to This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloakc84e94c3f25f1a8af0ea94bba7f8531d').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addyc84e94c3f25f1a8af0ea94bba7f8531d = 'rto' + '@'; addyc84e94c3f25f1a8af0ea94bba7f8531d = addyc84e94c3f25f1a8af0ea94bba7f8531d + 'westernsydney' + '.' + 'edu' + '.' + 'au'; var addy_textc84e94c3f25f1a8af0ea94bba7f8531d = 'rto' + '@' + 'westernsydney' + '.' + 'edu' + '.' + 'au';document.getElementById('cloakc84e94c3f25f1a8af0ea94bba7f8531d').innerHTML += ''+addy_textc84e94c3f25f1a8af0ea94bba7f8531d+''; .   Contact us For more information on FNS42215 Certificate IV in Personal Trust Administration, visit our Western Sydney University The College website or contact us by This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak2a293831f9d952fe71781ef13e0bf740').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy2a293831f9d952fe71781ef13e0bf740 = 'info' + '@'; addy2a293831f9d952fe71781ef13e0bf740 = addy2a293831f9d952fe71781ef13e0bf740 + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_text2a293831f9d952fe71781ef13e0bf740 = 'email';document.getElementById('cloak2a293831f9d952fe71781ef13e0bf740').innerHTML += ''+addy_text2a293831f9d952fe71781ef13e0bf740+''; or phone 1800 222 423.  

Introduction The FSC and Western Sydney University The College are pleased to offer FSC members enrolment into FNS42215 Certificate IV in Personal Trust Administration and FNS52015 Diploma of Personal Trusts at a discounted member rate.   Qualification Overview This qualification is designed to reflect job roles of a person working in varied contexts within personal trust administration. Individuals in these roles apply solutions to a defined range of predictable and unpredictable problems and analyse and evaluate information from a variety of sources. They work autonomously, may provide guidance to others and have limited responsibility for the output of others.   Who should do this course? The Certificate IV in Personal Trust Administration is designed for people currently working in the personal trust industry who administer estates, administer trusts, prepare wills for clients and establish and administer powers of attorney.   Course Entry Requirements There are no entry requirements for FNS42215 Certificate IV in Personal Trust Administration. Whilst there are no entry requirements for this qualification, it is recommended learners: Are currently working in an organisation that provides trustee services Have access to workplace policies/procedures, template documents, forms and business systems Have access to a variety of client files, either actual clients or training files Have line manager support as there may be a requirement to work outside learners normal work activities Have an experienced staff member who is willing to mentor the student   Pathways from the Qualification A further learning pathway utilising qualifications such as Diploma of Personal Trusts would support career progression.   2017 Semester Dates Semester 1: Monday 20 February – Friday 13 AprilSemester 2: Monday 1 May – Friday 23 JuneSemester 3: Monday 10 July – Friday 1 SeptemberSemester 4: Monday 18 September – Friday 10 November   Fees For information on course fees, please refer to the registration form for unit pricing.   How Do I Apply? To apply, please complete the registration form and email it to This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak9a29848c357b4b3ec23d303e3eee0131').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy9a29848c357b4b3ec23d303e3eee0131 = 'rto' + '@'; addy9a29848c357b4b3ec23d303e3eee0131 = addy9a29848c357b4b3ec23d303e3eee0131 + 'westernsydney' + '.' + 'edu' + '.' + 'au'; var addy_text9a29848c357b4b3ec23d303e3eee0131 = 'rto' + '@' + 'westernsydney' + '.' + 'edu' + '.' + 'au';document.getElementById('cloak9a29848c357b4b3ec23d303e3eee0131').innerHTML += ''+addy_text9a29848c357b4b3ec23d303e3eee0131+''; .   Contact us For more information on FNS42215 Certificate IV in Personal Trust Administration, visit our Western Sydney University The College website or contact us by This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak98bb3c006ed11a3b349bc712226e1b80').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy98bb3c006ed11a3b349bc712226e1b80 = 'info' + '@'; addy98bb3c006ed11a3b349bc712226e1b80 = addy98bb3c006ed11a3b349bc712226e1b80 + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_text98bb3c006ed11a3b349bc712226e1b80 = 'email';document.getElementById('cloak98bb3c006ed11a3b349bc712226e1b80').innerHTML += ''+addy_text98bb3c006ed11a3b349bc712226e1b80+''; or phone 1800 222 423.

The Financial Services Council manages the Unit Pricing training program. . FSC Unit Pricing Training – Introductory Module 1 Please note that the FSC receives a a benefit from members' use of some of these services to help further fund our member services. Our Unit Pricing Training Manual, Module 1 aims to introduce trainees to unit pricing terminologies, concepts, obligations, rules, regulations, decision-making processes, industry standards, practices and the key players involved in the unit pricing process.   How is the course delivered? The training module will be delivered by a PDF of the manual and, when you're ready, a link to the assessment. Learning is, therefore, at your own pace. Once you have done the assessment and it has been marked by the FSC a certificate of completion will be issued.   Who should be trained in introductory unit pricing? Intended users include, but are not limited to: new / trainee unit pricing practitioners; those involved in product, product development, accounting, taxation, actuarial, compliance, audit, legal, and also those who may not be directly involved in calculating unit prices but whose role requires or will be enhanced by an adequate understanding of the principles, terminologies and practices; customer services officers, advisers, planners and others who deal directly with customers will benefit from a basic understanding of unit pricing in order to enhance the services they provide and better address the needs of customers; and outsourced providers whose interactions with industry players will be enhanced by a consistent understanding of the principles, terminologies and practices of unit pricing. This Unit Pricing Training Manual was developed and has been updated by the FSC Unit Pricing Working Group. It is accompanied by an online assessment facility provided by the Financial Services Council. Those using the Manual for training purposes are encouraged to take the assessment. An FSC Certificate will be issued to those who successfully complete the assessment.   Expected learning outcomes At the end of this training module you should be able to describe: the basic concepts of unit pricing; the different types of obligations, rules and related governing documents in relation to unit pricing; the different types of industry participants and their roles and responsibilities in relation to unit pricing; key unit pricing processes and practices from valuation to calculation of a unit price; and what is meant by a unit pricing error and related correction / compensation practices. For more information about online assessment and unit pricing training, please contact Sharon Sherry, Marketing & Membership Manager for the FSC via This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak8bb7ea63a3bd8c183ce2fa87c3b72e10').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy8bb7ea63a3bd8c183ce2fa87c3b72e10 = 'membership' + '@'; addy8bb7ea63a3bd8c183ce2fa87c3b72e10 = addy8bb7ea63a3bd8c183ce2fa87c3b72e10 + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_text8bb7ea63a3bd8c183ce2fa87c3b72e10 = 'membership' + '@' + 'fsc' + '.' + 'org' + '.' + 'au';document.getElementById('cloak8bb7ea63a3bd8c183ce2fa87c3b72e10').innerHTML += ''+addy_text8bb7ea63a3bd8c183ce2fa87c3b72e10+'';   Pricing Members: $100.00 plus GST Non-members: $125.00 plus GST   To register and pay To register and pay for the training, please email Sharon Sherry at This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloakfde49b91c64c30a7d7b54323fb2d1f80').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addyfde49b91c64c30a7d7b54323fb2d1f80 = 'membership' + '@'; addyfde49b91c64c30a7d7b54323fb2d1f80 = addyfde49b91c64c30a7d7b54323fb2d1f80 + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_textfde49b91c64c30a7d7b54323fb2d1f80 = 'membership' + '@' + 'fsc' + '.' + 'org' + '.' + 'au';document.getElementById('cloakfde49b91c64c30a7d7b54323fb2d1f80').innerHTML += ''+addy_textfde49b91c64c30a7d7b54323fb2d1f80+''; . Once your payment has been received you will be sent the training manual and the link to the assessment.

The FSC and Western Sydney University The College (WSU) are pleased to offer FSC members and those from the public trustees offices enrolment into two courses relating to those working in, or aspiring to work in, the personal trust's area of financial services. These courses are offered at a discounted rate for FSC members and those working in public trustee offices. The course is available at the standard rate for those not employee by FSC members or the public trustees. For more information on  FNS42215 Cert IV in Personal Trust Administration. For more information on FNS52015 Diploma of Personal Trusts. To visit the Western Sydney University The College website.

Please note that the FSC receives a financial benefit from members' use of some of these services to help further fund our member services. The PRI Academy is recognised as the international “gold standard for ESG training”. PRI Academy courses feature content from leading international experts, real life and hypothetical case studies, best practice approaches to investment and risk management, and strategies for the practical application of key ESG concepts.  Courses provide Market-leading, web-based training - maximum flexibility, start and finish when you please, no travel, no pressure, no greenhouse gases! Official “Record of Completion”. Specialist content provided by global ESG experts. A comprehensive and structured learning pathway to ESG integration featuring up-to-the-minute case studies, step by step theory, interactive tools and financial modelling.  Professional Services All Academy courses have been developed for professionals across the "ESG integration ecosystem" including: Asset owners and large institutional investors Asset managers Asset consultants Banks and other diversified financial institutions Non-bank financial institutions, including building societies and credit unions Wealth managers Companies Professional services firms Government and regulators Industry bodies, Universities, NGOs, policy groups  Professional development CFA Institute has approved RI Essentials, the foundational course of the RI Academy, for ten CE credit hours. If you are a CFA Institute member, CE credit hours for your participation in this program will be automatically recorded in your CE diary.  RI Essentials curriculum The RI Essentials course is an in-depth look at environmental, social, and governance issues across financial decision making. The course comprises six modules, each requiring 1-2 hours of study and additional reading: Introduction to Responsible Investment Responsible Investment and Financial Analysis Responsible Investment and the Environment Responsible Investment and Society Responsible Investment and Corporate Governance Implementing a Responsible Investment Program  Next steps All FSC members benefit from a 5% discount on standard Academy rates. To find out more about the RI Academy, prices, or to enrol directly, please click here. Feel free to contact the Academy team directly at This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak459584d85ef596c9527c6efd17c61592').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy459584d85ef596c9527c6efd17c61592 = 'enquiries' + '@'; addy459584d85ef596c9527c6efd17c61592 = addy459584d85ef596c9527c6efd17c61592 + 'riacademy' + '.' + 'org'; var addy_text459584d85ef596c9527c6efd17c61592 = 'enquiries' + '@' + 'riacademy' + '.' + 'org';document.getElementById('cloak459584d85ef596c9527c6efd17c61592').innerHTML += ''+addy_text459584d85ef596c9527c6efd17c61592+''; .

    AIST and the FSC have joined forces to offer FSC members access to AIST’s full suite of educational offerings at a discount. AIST’s comprehensive courses are delivered nationally and offer participants to opportunity to undertake role-specific education pathways. Our outcome orientated training can be delivered in your offices, our offices, via self-paced learning, online or a combination of all of the above.   AIST Education Learning Pathway The AIST Education Learning Pathway allows superannuation professionals to clearly and easily identify where their skill level is currently, what courses they need to undertake to continue their professional development and the learning needed to maintain skills and knowledge to help reach career goals. Foundation Looking to develop a new skill or knowledge base?  Recently started work in the superannuation industry? AIST Foundation courses provide the important fundamentals of superannuation to either help you start your career or gain new knowledge. SuperStarter: Essential Facts or Comprehensive Facts, information and general advice: Outlines the different types of advice defined in the Corporations Act AFSL adviser induction: outlines the statutory and professional obligations for representatives providing general and personal financial product advice Consolidation AIST Consolidation level courses enhance and develop your general superannuation knowledge and learning through the provision of more detailed and focused courses. RG146 for the superannuation industry Insurance for the superannuation industry Investment for the superannuation industry Maintenance With a thorough knowledge of your area of interest, AIST Maintenance courses keep you up-to-date on changes in legislation, amendments to the procedure and new policies, which directly impact your role in superannuation. Quarterly professional development seminars RG146 refresher workshop Assessing TPD and death benefits AIST Education delivers structured training which is tailored specifically for your job function ensuring you have the key compliance and skills training required for your role.   How to register for AIST Education AIST Education offers discounts for FSC members. Please use the promotion code FSCAIST2017 when contacting AIST. To view AIST’s full list of courses, pdf click here .  For more information or to register, please contact AIST Education: This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak64367c7e7bb06f947c54ab632e829b9a').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy64367c7e7bb06f947c54ab632e829b9a = 'training' + '@'; addy64367c7e7bb06f947c54ab632e829b9a = addy64367c7e7bb06f947c54ab632e829b9a + 'aist' + '.' + 'asn' + '.' + 'au'; var addy_text64367c7e7bb06f947c54ab632e829b9a = 'training' + '@' + 'aist' + '.' + 'asn' + '.' + 'au';document.getElementById('cloak64367c7e7bb06f947c54ab632e829b9a').innerHTML += ''+addy_text64367c7e7bb06f947c54ab632e829b9a+''; www.aist.asn.au