All learning outcomes covered in one day. Delivered through practical scenarios and practice exam questions. Concise study guide covering the full curriculum. FASEA experienced presenters.

The FASEA exam will not only test your ability to make the correct ethical choices but also require a strong knowledge and understanding of laws and regulations relevant to financial advisers.
If it's been a while since you last sat an exam, the ground has certainly changed. New laws and ethical standards have been introduced. Existing regulations have been updated.

What you can expect in the workshop

All FASEA's learning outcomes covered including the new legal and ethical requirements—in the context of passing the exam. Format: short PowerPoint talks with audience participation and interactive group work based on FASEA exam questions. This will ensure you receive and learn to apply the right knowledge and approach to obtain maximum marks.

Agenda: Origins of best interests duties and key concepts, FSRA and regulatory environment; Corporations Act 2001, FOFA, Royal Commission and 2017 changes; The exam, ethical frameworks, FASEA and the Code of Ethics; Consumer behaviour, Privacy, TASA, AML/CTF, Code of Ethics applied.

Package of materials needed for time-efficient study: In addition to recommended pre-reading, attendees will receive a hard copy of the Participant Handbook summarising the FASEA curriculum key aspects (99 pages), and package of source materials (including the key sections of Corporations Act 2001) needed for time-efficient study (115 pages).

Make the legal and ethical obligations part of your professional DNA.

Accredited for 6.75 Hours Continuing Professional Development by the Financial Planning Association of Australia: Regulatory compliance & consumer protection (2.5hrs) Professionalism & ethics (3.5hrs) Technical competence (0.75hr). See Testimonials page for attendee comments and feedback ratings.

Our Goals
Announcements

Upcoming FASEA Exam workshop dates

All workshops are held at a central business facility (click on workshop below for details) and are fully catered.


Registration: 8:30AM

Workshop: 9AM - 5PM

Cost: $595 (Early Bird) $625 (Standard)

Early Bird registration is available
from now up until 15 days before the workshop.

Gold Coast

Wed 8 January 2020

Sharks Events Centre
Mantra at Sharks
Melia Ct, Southport QLD 4215

Brisbane

Fri 10 January 2020

Queensland Law Society
Level 2, 179 Ann Street, Brisbane 4000

Sydney

Wed 15 January 2020

Australian Institute of Company Directors
18 Jamison St, Sydney NSW 2000

Melbourne

Fri 17 January 2020

Australian Institute of Company Directors
Level 26, 367 Collins Street, Melbourne VIC 3000

Sydney

Tues 3 March 2020

Australian Institute of Company Directors
18 Jamison St, Sydney NSW 2000

Brisbane

Thur 5 March 2020

Queensland Law Society
Level 2, 179 Ann Street, Brisbane 4000

Get ready with an all-in-one workshop. Your complete package to pass the FASEA exam.

Our Goals

Meet our speakers

Roger

Ethics & FASEA Legal Specialist
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Roger Patterson provides the ethics law expertise needed to address the new Code of Ethics established under FASEA’s revised qualifications for financial advisers. Roger has specialised in the field of ethics law for more than 20 years, and delivered training at Bond University on the Gold Coast and at the Queensland Law Society. Roger engages audiences through discussions of case studies and socratic enquiry. He holds a Masters degree in the human science aspects of risk management, which underpin the behavioural understandings in the new FASEA guidelines. It’s these related skills and Roger’s knowledge of FASEA’s ethical rules and regulations which gives Blue Path the inside run in helping you pass this aspect of the FASEA exam. The complete package of support and guidance. Click these links to Roger's recent articles about the FASEA Code of Ethics: (1) The impact of FASEA's October 2019 Guidance: https://www.linkedin.com/pulse/faseas-further-guidancewhat-financial-advisers-need-know-patterson). (2) Addressing misconceptions about the FASEA Code of Ethics: https://www.linkedin.com/posts/activity-6611462286253088768-Ceqx

Brooke

FASEA Exam specialist
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Brooke Patterson has the financial fluency and experience to take you confidently through the FASEA exam. Brooke has completed the FASEA exam, arming her with a very practical insight to help you prepare. Brooke has worked as a financial adviser for more than 20 years, dealing extensively with clients in Australia and overseas, and is very familiar with the requirements demanded by FASEA. She breaks down the complexities of the new FASEA regulations, to give you the best chance of passing this all-important exam. This is where you get the tools to conquer the FASEA exam. Right here. Right now. Please contact Brooke to discuss your options, goals and exam schedule.

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Get in touch

Get on the path to passing!

Get in touch here (or fill out the Workshop Enquiry Form) and we'll get back to you as soon as possible.

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