COVID-19 Update: Dates and locations are subject to COVID-19 restrictions and our capacity to create a safe workplace for our guests and presenters. In the event we cannot host the workshop, you will be offered our live webinar options, on-demand, or a full refund.
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8:30am registration, 9:00am to 5:00pm workshop
The FASEA Exam Prep Workshop walks you through all of the FASEA prescribed exam topics in one day (because you don't really know what the exam will test).
Incorporating Corporations Act – Chapter 7, Anti-Money Laundering (AML), Tax Agents Services Act (TASA)):
So, you think ethics is ‘soft’? We explore the requirements under FASEA and the border line issues that will test your knowledge and compliance with the Code.
We recap the most effective ways to study to maximise your time and results. Beware the danger of thinking you can simply wing it because you work in this field - your ‘practical’ or common knowledge might not align with the theoretical knowledge required.
Existing advisers must pass the FASEA exam by 1 January 2022*.
Exams will be marked to a credit level and the candidate will be awarded a “pass” or “fail” on this basis.
If you fail the exam, you need to wait 3 months before you can sit the exam again. Do not leave it until the last minute to sit the exam. If you have not passed the exam by 1 January 2022 you will not be able to continue to provide financial advice.
About the exam:
*Treasury Laws Amendment (2019 Measures No.3) Bill 2019 , which received Royal Assent on 22 June 2020, provided an extension to the education requirements for financial advisers:
Conrad has spent his career working in and exploring financial advice and now brings the practical and technical together in his role with Knowledge Shop. Conrad works with accountants and advisers to navigate the practical impact of the new financial services regime on them, their practice and their clients.
A sessional academic at Griffith University, Conrad held senior executive roles with national financial planning networks and was a former financial advice specialist with BT and Cooper Reeves.
Conrad holds an MBA from the University of Qld, a Bachelor of Commerce from Griffith University and a Diploma of Financial Planning (DipFP) with Deakin University.