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Earn CPD points with ATC Digest

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We are pleased to announce that the ATC Digest has been granted accredited status for the awarding of CPD points in accordance with the terms and conditions set out by the FPA. Each major article in the ATC Digest provides the opportunity for the reader to gain 1 CPD point.

A total of 52 CPD points were available in the following competencies for the period July 2007 to now.
2
5 Financial Planning: Advisory functions
7 Financial Planning: Estate Planning
3 Financial Planning: Theories of investment, portfolio management & management of investment & risk
1 Generic Knowledge: Operation of Financial Markets
1 Generic Knowledge: Taxation Issues
7 Generic Knowledge: The Economic Environment
1 Generic Knowledge: The Legal Environment & Disclosure & Compliance
2 Generic Skills: Establish relationship with client
7 Generic Skills: Practice Management
1 Securities: Legal environment - disclosure & compliance
5 Securities: Operation of securities markets
3 Securities: Theories of investment, portfolio management & management of investment & risk
4 Superannuation: Legal environment - disclosure & compliance
3 Superannuation: Taxation

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A total of 74 CPD points were available in the following competencies for the period July 2006 to June 2007.
10 Financial Planning: Advisory functions
7 Financial Planning: Estate Planning
4 Financial Planning: Legal environment - disclosure & compliance
4 Financial Planning: Taxation
5 Generic Knowledge: Operation of Financial Markets
7 Generic Knowledge: The Economic Environment
2 Generic Skills: Analyse client objective, needs, financial situation & risk profile
2 Generic Skills: Establish relationship with client
3 Generic Skills: Identify clients objectives, needs & financial situation
11 Generic Skills: Practice Management
1 Generic Skills: Provide on going service where requested by client
2 Generic Skills: Strategic Planning
1 Securities: Legal environment - disclosure & compliance
5 Securities: Operation of securities markets
4 Securities: Theories of investment, portfolio management & management of investment & risk
2 Superannuation: Legal environment - disclosure & compliance
4 Superannuation: Operation & management of the superannuation industry

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A total of 83 CPD points were available in the following competencies for the period July 2005 to June 2006.
1 Derivatives: Legal environment - disclosure & compliance
11 Financial Planning: Estate Planning
1 Financial Planning: Taxation
1 Generic Knowledge: Operation of Financial Markets
11 Generic Knowledge: The Economic Environment
2 Generic Skills: Develop appropriate strategies & solutions
2 Generic Skills: Develop appropriate strategies and solutions
1 Generic Skills: Establish relationship with client
1 Generic Skills: Identify clients objectives, needs & financial situation
18 Generic Skills: Practice Management
1 Generic Skills: Present appropriate strategies and solutions to the client
1 Generic Skills: Provide on going service where requested by client
12 Generic Skills: Strategic Planning
2 Managed Investments: Types of product
1 Securities: Legal environment - disclosure & compliance
3 Securities: Operation of securities markets
2 Securities: Types of products
3 Specialist Knowledge: Securities
3 Specialist Knowledge: Superannuation
2 Superannuation: Legal environment - disclosure & compliance
2 Superannuation: Operation & management of the superannuation industry
2 Superannuation: Taxation

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A total of 40 CPD points were available in the following competencies for the period July 2004 to June 2005.
1 Generic Knowledge: Operation of Financial Markets
2 Generic Knowledge: The Economic Environment
14 Generic Skills: Develop appropriate strategies and solutions
2 Generic Skills: Establish relationship with client
1 Generic Skills: Present appropriate strategies and solutions to the client
1 Generic Skills: Provide on going service where requested by client
9 Specialist Knowledge: Securities
10 Specialist Knowledge: Superannuation

Click here to subscribe to the ATC Digest.

A total of 39 CPD points were available in the following competencies for the period July 2003 to June 2004.
1 Generic Knowledge: Operation of Financial Markets
4 Generic Knowledge: The Economic Environment
6 Generic Skills: Develop appropriate strategies and solutions
5 Generic Skills: Establish relationship with client
1 Generic Skills: Identify clients objectives, needs and financial situation
1 Generic Skills: Present appropriate strategies and solutions to the client
1 Generic Skills: Provide on going service where requested by client
9 Specialist Knowledge: Securities
11 Specialist Knowledge: Superannuation

Click here to subscribe to the ATC Digest.

Consequently, the ATC Digest can offer up to six CPD points per edition if you successfully complete our on-line assessment.

However we must point out that any assessment you successfully complete by utilising this aspect of the All Things Considered.biz CPD points program should only go towards your on-going training requirements if it clearly fits within the training program laid down for you by your licensed dealer (or AFSL if they have transitioned).

It should be noted that whilst there may be limits on how many CPD points you can use towards your ongoing training requirements, it does not alter the fact that the material has been adjudged to be eligible for examination. Consequently, even if you do not utilize the available CPD points, the journal is considered by the FPA to be useful in developing and maintaining a high professional standard.

On line CPD point assessment will ONLY be available for subscribers to the ATC Digest.

AllThingsConsidered.biz, will keep detailed records which will be available to be audited by the FPA, or your licensed dealer, as and when they require.

Why has the ATC Digest gained this status?

We believe it is because the journal does not indulge in idle gossip; it does not feature news stories and does not promote any product or funds management operation. It has one purpose; to be a valuable source of information and ideas for members of the industry and in so doing, help them develop and grow their business.

We believe, the ATC Digest is, THE premier journal for financial planners in Australia.

Group Discounts

In order to facilitate subscription to the ATC Digest by groups, the following discounts for bulk purchases are available:

Whilst a yearly subscription to ATC Digest costs $220 per annum (inc GST) the following discounts apply for bulk purchases:

10 - 49 subscribers: 20% discount
50 - 99 subscribers: 30% discount
100 - 199 subscribers: 40% discount
200 - 499 subscribers: 50% discount
500 + users: 60% discount

If you would like to access these discounts please contact us and we will allocate an appropriate discount code to be used when buying the product on our store.

 
 
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