HOME TUTORIAL AUDIO PACK ($605)
NOW AVAILABLE
DIY ONLY – Includes the Home Tutorial & Exam Pack PLUS audio resources where I talk through the tutorial answers sheets with explanations. This version of the program has been requested by advisers who prefer to learn via audio. I will try to help you if you get absolutely stuck (but please do the reading first) however, there is no personal one-on-one tutoring included in this option. Full details below.
Register below – email invoice will follow shortly
AUDIO PACK & GROUP ZOOM PROGRAM ($880)
REGISTER FOR THE SEPTEMBER EXAM PROGRAM
Group Zoom dates will be 3.00 pm Wednesdays 4th / 11th / 18th August 2021
These are group sessions where you are welcome to ask questions. If you feel as though you want to ask questions, this is the program you should choose. Whilst formal one-on-one tuition is never available, I do have a higher level of interaction and provide more personal assistance to participants in this program.
Register below – email invoice will follow shortly
HOME TUTORIAL & EXAM PACK $330
AVAILABLE NOW!
Please be aware that these are tutorial resources, not lecture material. The idea is to do the reading as per the detailed reading references and attempt the related practice questions. However, many advisers have successfully worked through the tutorial answer sheets (now including the audio answer sheet recordings) in the first instance, using them as study notes / recordings; and later returned to answer the tutorial questions cold.
You receive all of the same written resources used in the 10-Week Online Tutorial Program (they are identical); which provides you with a great home study plan and a structured path to follow. It allows you to test your knowledge – topic by topic, with the tutorial practice questions, and provides the opportunity to test your knowledge with an additional set of 88 practice questions (with answers) at the end. I also post a further set of practice questions on your resource page closer to your exam to give you as much practice as possible.
After a lot of positive feedback, I now include a prerecorded 1-hour exam prep session as a standard feature to help you prepare for your exam.
You will receive the following written resources:
- 11 x Tutorial Question sheets which include a structured Reading list with a breakdown of the FASEA legislation reading
- 11 x Tutorial Answer sheets with explanations
- Comprehension questions to help consolidate knowledge
- > 220 Practice Exam Questions in total across 11-tutorials
- Additional Resources (articles, exam insights)
- Prerecorded Exam Prep session posted 2 weeks prior to your exam period
- 35 technical questions with answers
- An additional 88-question self-assess practice exam with answers
- A final set of practice questions posted on your resource page closer to your exam
Upon registration, you will receive an invoice by email for $330 (including GST). Upon payment, I will be email you a link to a private page on my website where you will find all the resource materials listed above. Note this is a manual process, not automatic computer generated so there may be a delay.
TUTORIAL STRUCTURE & CONTENT
- The links to all tutorial written resources are contained on a single resource page. On the same page are links to legislation, ASIC regulatory guides, the Code of Ethics, explanatory statement and related guidance. For each of the 11 tutorials there is a reading reference and question sheet. There are at least 20 questions for each tutorial and sometimes more. For each of the tutorials there is an answer sheet with references and further insights and explanations. These have evolved into a good set of study notes by going over the material as a group in previous 10-week Zoom programs. (Note that the written resources are identical to those used in the 10-week Zoom program).
- Tutorials 1-5 address the main topics in the Corporations Act (e.g Wholesale / retail client, Essential definitions, Licensee / adviser responsibilities, FSG, SoA / RoA, Best interest duty, Breach reporting, Conflicted rem, Ongoing fees, Anti-Hawking, Civil vs Criminal penalties). I also use the relevant regulatory guides as well as the Corps Act. They are much easier to read, and have explanations and examples.
- Tutorial 6 addresses privacy, AML / CTF and TPB. Relevant reading references provided by FASEA are lacking. So I have provided many relevant references in these areas.
- Tutorials 7-8 cover the Code of Ethics.
- Tutorial 9 covers Provisional relevant providers and ongoing CPD.
- Tutorial 10 is a set of technical questions relating to various types of retail clients (advice construction).
- Tutorial 11 addresses a number of topics in the extension reading. This has been examined in previous exams. I have read and prepared a precis of the main points of two of the prescribed text books. And there are practice questions in other areas prescribed in the extension reading.
SUGGESTED STUDY GUIDE
CLICK on this link for my suggested STUDY GUIDE. It is important that you have sufficient lead time and prioritise enough study time each week.
HOME TUTORIAL AUDIO PACK $605
AVAILABLE NOW!
In this pack you receive the same written resources as the Home Tutorial & Exam Pack PLUS 11 x Audio pre-recordings of the tutorial answer sheets. This is ideal for people who would prefer to listen instead of / as well as read through the material. Also included is a 1.25 hour pre-recorded session which will be posted on your page two weeks out from your exam period. It will contain pre-exam revision, common exam themes and exam preparation tips.
Please be aware that these are tutorial resources, not lecture material. The idea is to do the reading as per the detailed reading references and attempt the related practice questions. However, many advisers have successfully worked through the tutorial answer sheets (now including the audio answer sheet recordings) in the first instance, using them as study notes / recordings; and later returned to answer the tutorial questions cold.
You receive all of the same written resources used in the 10-Week Online Tutorial Program / Home Tutorial & Exam Pack (they are identical) PLUS 11 x Audio pre-recordings of the tutorial answer sheets; which provides you with a complete home study plan and a structured path to follow.
It allows you to test your knowledge – topic by topic, with the tutorial practice questions, and provides the opportunity to test your knowledge with an additional set of 88 practice questions (with answers) at the end. I also post a further set of practice questions on your resource page closer to your exam to give you as much practice as possible.
You will receive the following written and audio resources:
- 11 x Tutorial Question sheets which include a structured Reading list with a breakdown of the FASEA legislation reading
- 11 x Tutorial Answer sheets PLUS 11 x pre-recorded audio answer sheets (both with explanations)
- Comprehension questions to help consolidate knowledge
- > 220 Practice Exam Questions in total across 11-tutorials
- Additional Resources (articles, exam insights)
- Pre-recorded exam prep session posted 2 weeks prior to your exam period
- 35 technical questions with answers
- An additional 88-question self-assess practice exam with answers
- A final set of practice questions posted on your page closer to your exam
Upon registration, you will receive an invoice by email for $605 (including GST). Upon payment, I will be email you a link to a private page on my website where you will find all the resource materials listed above. Note this is a manual process, not automatic computer generated so there may be a delay.
TUTORIAL STRUCTURE & CONTENT
- The links to all tutorial written & audio resources are contained on a single resource page. On the same page are links to legislation, ASIC regulatory guides, the Code of Ethics, explanatory statement and related guidance. For each of the 11 tutorials there is a reading reference and question sheet. There are at least 20 questions for each tutorial and sometimes more. For each of the tutorials there is an answer sheet with references and further insights and explanations. These have evolved into a good set of study notes by going over the material as a group in previous 10-week Zoom programs. (Note that the written resources are identical to those used in the 10-week Zoom program).
- Tutorials 1-5 address the main topics in the Corporations Act (e.g Wholesale / retail client, Essential definitions, Licensee / adviser responsibilities, FSG, SoA / RoA, Best interest duty, Breach reporting, Conflicted rem, Ongoing fees, Anti-Hawking, Civil vs Criminal penalties). I also use the relevant regulatory guides as well as the Corps Act. They are much easier to read, and have explanations and examples.
- Tutorial 6 addresses privacy, AML / CTF and TPB. Relevant reading references provided by FASEA are lacking. So I have provided many relevant references in these areas.
- Tutorials 7-8 cover the Code of Ethics.
- Tutorial 9 covers Provisional relevant providers and ongoing CPD.
- Tutorial 10 is a set of technical questions relating to various types of retail clients (advice construction).
- Tutorial 11 addresses a number of topics in the extension reading. This has been examined in previous exams. I have read and prepared a precis of the main points of two of the prescribed text books. And there are practice questions in other areas prescribed in the extension reading.
SUGGESTED STUDY GUIDE
CLICK on this link for my suggested STUDY GUIDE. It is important that you have sufficient lead time and prioritise enough study time each week.
AUDIO PACK & GROUP ZOOM
In effect, this program is the Home Tutorial Audio Pack (with all written & audio resources) PLUS 3 x Zoom Highlight sessions where I I highlight key areas in the tutorial program you should be paying attention to.
If you seek some face-to-face time on Zoom as well as all the written and audio resources, then this is the option for you. This choice may suit advisers who haven’t studied for a while, those who aren’t main stream financial planners, and advisers of any discipline who need some regular face to face guidance.
We will meet online via Zoom for three (3) consecutive afternoons, usually at at 3.00 pm Brisbane time – see Zoom dates at the top. In each of the three sessions, I will be highlighting important areas and targeting those parts of the curriculum that are proving challenging for advisers. The aim is to supplement your own reading as you work your way through the tutorial program. It is important to understand that the Zoom sessions are a supplement to, not a substitute for the tutorial program.
Zoom #1 – key areas in the Corporations Act you should pay attention to
Zoom #2 – key areas in the FASEA legislation including the Code of Ethics / clarifying the values and interpreting the standards
Zoom #3 – Preparing for the adviser exam including ‘must read’, common exam themes, exam strategy and in-exam management
You will receive the following written, audio resources and group Zoom sessions:
- 3 x Group Zoom sessions on 3 consecutive Wednesdays
- 11 x Tutorial Question sheets which include a structured Reading list with a breakdown of the FASEA legislation reading
- 11 x Tutorial Answer sheets PLUS 11 x pre-recorded audio answer sheets (both with explanations)
- Comprehension questions to help consolidate knowledge
- > 220 Practice Exam Questions in total across 11-tutorials
- Additional Resources (articles, exam insights)
- 35 technical questions with answers
- An additional 88-question self-assess practice exam with answers
- A final set of practice questions (min 35) posted on your page closer to your exam
TUTORIAL STRUCTURE & CONTENT
- The links to all tutorial written resources are contained on a single resource page. On the same page are links to legislation, ASIC regulatory guides, the Code of Ethics, explanatory statement and related guidance. For each of the 11 tutorials there is a reading reference and question sheet. There are at least 20 questions for each tutorial and sometimes more. For each of the tutorials there is an answer sheet with references and further insights and explanations. These have evolved into a good set of study notes by going over the material as a group in previous 10-week Zoom programs.
- Tutorials 1-5 address the main topics in the Corporations Act (e.g Wholesale / retail client, Essential definitions, Licensee / adviser responsibilities, FSG, SoA / RoA, Best interest duty, Breach reporting, Conflicted rem, Ongoing fees, Anti-Hawking, Civil vs Criminal penalties). I also use the relevant regulatory guides as well as the Corps Act. They are much easier to read, and have explanations and examples.
- Tutorial 6 addresses privacy, AML / CTF and TPB. Relevant reading references provided by FASEA are lacking. So I have provided many relevant references in these areas.
- Tutorials 7-8 cover the Code of Ethics.
- Tutorial 9 covers Provisional relevant providers and ongoing CPD.
- Tutorial 10 is a set of technical questions relating to various types of retail clients (advice construction).
- Tutorial 11 addresses a number of topics in the extension reading. This has been examined in previous exams. I have read and prepared a precis of the main points of two of the prescribed text books. And there are practice questions in other areas prescribed in the extension reading.
SUGGESTED STUDY GUIDE
CLICK on this link for my suggested STUDY GUIDE. It is important that you have sufficient lead time and prioritise enough study time each week.
AUDIO PACK & GROUP ZOOM
In effect, this program is the Home Tutorial Audio Pack (with all written & audio resources) PLUS 3 x Zoom Highlight sessions where I I highlight key areas in the tutorial program you should be paying attention to.
If you seek some face-to-face time on Zoom as well as all the written and audio resources, then this is the option for you. This choice may suit advisers who haven’t studied for a while, those who aren’t main stream financial planners, and advisers of any discipline who need some regular face to face guidance.
We will meet online via Zoom for three (3) consecutive afternoons, usually at at 3.00 pm Brisbane time – see Zoom dates at the top. In each of the three sessions, I will be highlighting important areas and targeting those parts of the curriculum that are proving challenging for advisers. The aim is to supplement your own reading as you work your way through the tutorial program. It is important to understand that the Zoom sessions are a supplement to, not a substitute for the tutorial program.
Zoom #1 – key areas in the Corporations Act you should pay attention to
Zoom #2 – key areas in the FASEA legislation including the Code of Ethics / clarifying the values and interpreting the standards
Zoom #3 – Preparing for the adviser exam including ‘must read’, common exam themes, exam strategy and in-exam management
You will receive the following written, audio resources and group Zoom sessions:
- 3 x Group Zoom sessions on 3 consecutive Wednesdays
- 11 x Tutorial Question sheets which include a structured Reading list with a breakdown of the FASEA legislation reading
- 11 x Tutorial Answer sheets PLUS 11 x pre-recorded audio answer sheets (both with explanations)
- Comprehension questions to help consolidate knowledge
- > 220 Practice Exam Questions in total across 11-tutorials
- Additional Resources (articles, exam insights)
- 35 technical questions with answers
- An additional 88-question self-assess practice exam with answers
- A final set of practice questions (min 35) posted on your page closer to your exam
TUTORIAL STRUCTURE & CONTENT
- The links to all tutorial written resources are contained on a single resource page. On the same page are links to legislation, ASIC regulatory guides, the Code of Ethics, explanatory statement and related guidance. For each of the 11 tutorials there is a reading reference and question sheet. There are at least 20 questions for each tutorial and sometimes more. For each of the tutorials there is an answer sheet with references and further insights and explanations. These have evolved into a good set of study notes by going over the material as a group in previous 10-week Zoom programs.
- Tutorials 1-5 address the main topics in the Corporations Act (e.g Wholesale / retail client, Essential definitions, Licensee / adviser responsibilities, FSG, SoA / RoA, Best interest duty, Breach reporting, Conflicted rem, Ongoing fees, Anti-Hawking, Civil vs Criminal penalties). I also use the relevant regulatory guides as well as the Corps Act. They are much easier to read, and have explanations and examples.
- Tutorial 6 addresses privacy, AML / CTF and TPB. Relevant reading references provided by FASEA are lacking. So I have provided many relevant references in these areas.
- Tutorials 7-8 cover the Code of Ethics.
- Tutorial 9 covers Provisional relevant providers and ongoing CPD.
- Tutorial 10 is a set of technical questions relating to various types of retail clients (advice construction).
- Tutorial 11 addresses a number of topics in the extension reading. This has been examined in previous exams. I have read and prepared a precis of the main points of two of the prescribed text books. And there are practice questions in other areas prescribed in the extension reading.
SUGGESTED STUDY GUIDE
CLICK on this link for my suggested STUDY GUIDE. It is important that you have sufficient lead time and prioritise enough study time each week.