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('cloak4d7d4bc57863b4e06947c117ed19dbfb').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy4d7d4bc57863b4e06947c117ed19dbfb = 'rto' + '@'; addy4d7d4bc57863b4e06947c117ed19dbfb = addy4d7d4bc57863b4e06947c117ed19dbfb + 'westernsydney' + '.' + 'edu' + '.' + 'au'; var addy_text4d7d4bc57863b4e06947c117ed19dbfb = 'rto' + '@' + 'westernsydney' + '.' + 'edu' + '.' + 'au';document.getElementById('cloak4d7d4bc57863b4e06947c117ed19dbfb').innerHTML += ''+addy_text4d7d4bc57863b4e06947c117ed19dbfb+''; .   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('cloaka89597957655287ec8882a90a1074134').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addya89597957655287ec8882a90a1074134 = 'info' + '@'; addya89597957655287ec8882a90a1074134 = addya89597957655287ec8882a90a1074134 + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_texta89597957655287ec8882a90a1074134 = 'email';document.getElementById('cloaka89597957655287ec8882a90a1074134').innerHTML += ''+addy_texta89597957655287ec8882a90a1074134+''; 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('cloak50b6dcc76ae7196f08ac25b615571e0d').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy50b6dcc76ae7196f08ac25b615571e0d = 'rto' + '@'; addy50b6dcc76ae7196f08ac25b615571e0d = addy50b6dcc76ae7196f08ac25b615571e0d + 'westernsydney' + '.' + 'edu' + '.' + 'au'; var addy_text50b6dcc76ae7196f08ac25b615571e0d = 'rto' + '@' + 'westernsydney' + '.' + 'edu' + '.' + 'au';document.getElementById('cloak50b6dcc76ae7196f08ac25b615571e0d').innerHTML += ''+addy_text50b6dcc76ae7196f08ac25b615571e0d+''; .   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('cloakcd5c09c6c66cd24c4f650b7eabf8a9ee').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addycd5c09c6c66cd24c4f650b7eabf8a9ee = 'info' + '@'; addycd5c09c6c66cd24c4f650b7eabf8a9ee = addycd5c09c6c66cd24c4f650b7eabf8a9ee + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_textcd5c09c6c66cd24c4f650b7eabf8a9ee = 'email';document.getElementById('cloakcd5c09c6c66cd24c4f650b7eabf8a9ee').innerHTML += ''+addy_textcd5c09c6c66cd24c4f650b7eabf8a9ee+''; 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('cloak6c9878811f68e535ee9f86643f79b701').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy6c9878811f68e535ee9f86643f79b701 = 'membership' + '@'; addy6c9878811f68e535ee9f86643f79b701 = addy6c9878811f68e535ee9f86643f79b701 + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_text6c9878811f68e535ee9f86643f79b701 = 'membership' + '@' + 'fsc' + '.' + 'org' + '.' + 'au';document.getElementById('cloak6c9878811f68e535ee9f86643f79b701').innerHTML += ''+addy_text6c9878811f68e535ee9f86643f79b701+'';   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('cloake98fd9c0dd5a2fd011f22ca249f15dd6').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addye98fd9c0dd5a2fd011f22ca249f15dd6 = 'membership' + '@'; addye98fd9c0dd5a2fd011f22ca249f15dd6 = addye98fd9c0dd5a2fd011f22ca249f15dd6 + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_texte98fd9c0dd5a2fd011f22ca249f15dd6 = 'membership' + '@' + 'fsc' + '.' + 'org' + '.' + 'au';document.getElementById('cloake98fd9c0dd5a2fd011f22ca249f15dd6').innerHTML += ''+addy_texte98fd9c0dd5a2fd011f22ca249f15dd6+''; . 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('cloak98bebcf37b677a5168aebc735b0c4a4b').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy98bebcf37b677a5168aebc735b0c4a4b = 'enquiries' + '@'; addy98bebcf37b677a5168aebc735b0c4a4b = addy98bebcf37b677a5168aebc735b0c4a4b + 'riacademy' + '.' + 'org'; var addy_text98bebcf37b677a5168aebc735b0c4a4b = 'enquiries' + '@' + 'riacademy' + '.' + 'org';document.getElementById('cloak98bebcf37b677a5168aebc735b0c4a4b').innerHTML += ''+addy_text98bebcf37b677a5168aebc735b0c4a4b+''; .

The FSC and the Stockbrokers Association of Australia are pleased to offer FSC members and employees access to topical professional development activities at discounted member rates. Please note that the FSC receives a financial benefit from members' use of some of these services to help further fund our member services.   Workshops Include: Market Manipulation and Other Prohibited Conduct Insider Trading DMA, Algorithmic & High-Frequency Trading (HFT)   iLearning Courses Include: An Introduction to Algorithmic Trading Short Selling Fundamentals All you need to know about Trust Accounts