Kaplan’s Intensive Limited Licence Program for Qualifying Accountants provides the training and units of competency required to provide advice in SMSFs and superannuation.
The program includes a challenge test and a tailored skills-based workshop, which covers the advice-giving process, how to apply the structural requirements of a Statement of Advice (SOA), and creating appropriate strategic recommendations.
It also includes interactive case studies, which can be applied through assignment, Kaplan said.
“It was imperative to devise a proactive solution that complements and acknowledges qualifying accountants’ industry experience, while honing the skills they will need to meet regulatory requirements in a manner suited to busy and established professionals,” said Kaplan Professional chief executive Brian Knight.
“We have made it as accessible as possible by offering weekly face-to-face workshops in each east coast capital city, including weekend options, because we understand the majority of qualifying accountants will appreciate the flexibility," he added.
“The program enables qualifying accountants to display their proficiency in superannuation and SMSFs, and the face-to-face workshop provides a hands-on environment to develop the skills to translate strategic recommendations into an SOA format.”
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