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Trilogy Funds Management

Training for Trilogy Representatives

Your Training Plan

The courses consist of videos and quizzes

  • All Courses, AML/CTF

    AML/CTF for financial services providers 1 September 2023

    Course

    3 videos: 1 hour and 30 minutes NEW videos up to date to 1 September 2023

    $330

  • All Courses, Consumer Credit, Financial Services

    Financial services and credit conflicts of interest policy

    Course

    An explanation of conflicts of interest and a draft policy

    $165

  • All Courses, Consumer Credit, Financial Services, Privacy, Marketing

    Privacy Law for financial services providers

    Course

    A course of 4 videos: The Privacy Act 1988 (30 minutes), the 2014 amendments (42 minutes), the APP guidelines (10 minutes) and the Credit Reporting Privacy Code (10 minutes) plus a quiz.

    $440

  • All Courses, Financial Services

    Financial services and credit licence breach reporting January 2024

    Course

    A 50 minute video

    $330

  • All Courses, Consumer Credit, Financial Services, Responsible Managers

    Compliance for Accountable Persons and Responsible Managers updated January 2024

    Course

    what responsible managers need to know: A package of 6 videos (total time 3 hours) plus draft policies and checklists and a 160 page manual for RM's and Accountable Persons.

    $750

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