David Jacobson

Compliance for Responsible Managers

what responsible managers need to know: A package of 6 videos (total time 2 hours, 50 minutes) plus draft policies and checklists and a 140 page manual for RM's.

David Jacobson

Responsible Managers Manual

An introduction to the obligations of responsible managers for AFSL and credit licensees updated to 1 January 2018

David Jacobson

Credit Act review package

Checklists to help you review your compliance

David Jacobson

Introduction to banking and financial services regulation

the law, the regulators and customer issues. A 20 minute video

David Jacobson

Introduction to Consumer Credit Regulation

Licensing and lending. 2 videos: 62 minutes and 74 minutes.

David Jacobson

Privacy Law for financial services providers

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.