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Financial Planning Courses

Accountants Essential Advice (AEA)

Who should complete this program?

The Accountants' Essential Advice (AEA) program is ideal for Accountants who simply want to be able to continue to establish or wind up Self-Managed Super Funds for their clients as well as continue to recommend superannuation contributions, pensions etc. The AEA is not designed for Accountants who want to provide holistic, broad-based financial planning advice about, for example, a client's investments or personal insurance needs.

Which RG146 compliance areas are included?

The AEA is comprised of the RG146 Specialist …

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