Financial Education Events

Join our community of learners through flexible attendance options that fit your schedule and learning preferences

Virtual Sessions

Interactive online workshops with live Q&A

In-Person Events

Hands-on learning at our Rockhampton facility

Hybrid Access

Choose your participation method for each session

Upcoming Learning Sessions

Our educational events combine theoretical knowledge with practical application. Each session includes interactive elements and provides comprehensive resources for continued learning.

Advanced Portfolio Risk Assessment Workshop

Aug 15, 2025

This comprehensive workshop covers modern risk assessment methodologies, portfolio diversification strategies, and analytical frameworks used by financial professionals. Participants will work through case studies and learn to evaluate different risk metrics.

6.5 hours intensive
Hybrid attendance available

Digital Financial Planning Masterclass

Sep 22, 2025

An interactive online session exploring digital tools for comprehensive financial planning. We'll examine software platforms, client management systems, and emerging technologies that are reshaping the financial advisory landscape.

3 hours virtual
Live Q&A included

Retirement Planning Fundamentals

Oct 8, 2025

Learn about superannuation regulations, pension calculations, and retirement income strategies. This session covers both theoretical concepts and practical applications for different client scenarios and life stages.

4 hours workshop
In-person preferred

Participation Requirements

Virtual Attendance

  • Stable internet connection (minimum 5 Mbps)
  • Computer or tablet with camera capability
  • Quiet environment for interaction
  • Zoom application installed

In-Person Events

  • Located at Rockhampton facility
  • Parking available on-site
  • Materials provided during session
  • Light refreshments included

Prerequisites

  • Basic understanding of financial concepts
  • Calculator or spreadsheet software
  • Notebook for personal notes
  • Registration confirmation required

Flexible Learning Formats

We understand that learning preferences vary. Our hybrid approach lets you choose the format that works best for each session while maintaining consistent educational quality.

Interactive Virtual Workshops

Our online sessions aren't just lectures—they're interactive experiences designed to engage participants through breakout discussions, shared screen activities, and real-time problem solving. You'll connect with fellow learners from across Australia while accessing the same quality instruction as our in-person events.

Live interaction with instructors and peers
Recorded sessions available for 30 days
Digital workbooks and resources included
Learn More About Virtual Options

Comprehensive In-Person Experience

There's something special about learning together in the same room. Our Rockhampton facility provides a collaborative environment where you can network with peers, engage in hands-on activities, and benefit from spontaneous discussions that often lead to the best learning moments.

Face-to-face networking opportunities
Hands-on group exercises and case studies
Extended break discussions with experts
Physical materials and reference guides
Visit Our Facility

Learning Environment

Modern facilities designed for collaborative education