The Cavendish and International Centre for Financial Services (ICFS) Specialist SMSF course is a joint initiative between Cavendish and the University of Adelaide. It is designed to be the most up-to-date and practical SMSF accreditation course available. The content of the course is constantly updated to reflect current legislation.
The course facilitators, Philip La Greca and David Busoli, have expert experience in designing and implementing SMSF strategies with financial advisers and trustees on a daily basis. They are committed to not only ensuring that attendees achieve a successful academic outcome, but that they also achieve a level of practical and commercial capability.
Who should attend?
What you will learn
You will gain knowledge and skills in:
Format and cost
For AMP aligned advisers - New accreditation program available
AMP SMSF in conjunction with the SMSF Association now offers AMP aligned advisers and their staff a new SMSF education and accreditation program.
This program enables AMP aligned advisers and their staff to attend the Cavendish SMSF Specialist face-to-face course and complete the SMSF Specialist Advisor (SSA) accreditation exam instead of the Cavendish exam. Course attendees who successfully complete the SMSF Association’s SSA accreditation exam will be awarded the SMSF Association’s SSA designation. This is an industry recognised independent certification of your SMSF advice competencies. The SSA designation, along with current SMSF Association membership, is recognised by the AMP licensee in providing an ability to advise in SMSFs. Attending the Cavendish course does not guarantee the passing of the SMSF Association exam.
Eligibility To be eligible for this assessment option you must be an AMP aligned adviser, or an employee of an AMP aligned adviser, and be eligible and agree to become a member of the SMSF Association. Eligible participants who attend the course and who choose the option of the SMSF Association’s SSA accreditation exam, will be entitled to a special packaged price of $2,210 (GST inclusive) for the combined cost of the course and the SMSF Association SSA accreditation exam.
Additional Cost The cost of annual SMSF Association membership is in addition to this. If you wish to take advantage of this offer, register for the 'SMSF Specialist Course plus SMSFA SSA Accreditation Exam' above. Please ensure you complete your registration for this offer by applying for SMSF Association membership if you are NOT already a member. You must also notify the SMSF Association of your interest in this offer by completing the SSA Express Program for AMP aligned advisers online form.
Have a question?
Please email us, or call our education co-coordinator on 1800 808 354.
10-12 February - Sydney
1-3 March - Brisbane
1-3 March - Adelaide
8-10 March - Perth
15-17 March - Sydney
15-17 March - Melbourne