$527.27 +GST
Click here to contact us about group pricing
This training is recommended for:
On completion, participants will be able to:
This first webinar in this series will be presented live 19/02/2026.
This training series provides 6 CPD hours. The Legislated CPD Hours breakdown for financial advisers is as follows:
Tax & Business Services Basics tests your team’s knowledge in an online, workshop style training environment. This is active learning where participants work through real client issues.
Cut down the review time spent on errors and help your team think for themselves, dig deeper, and ask the right questions.
Often team members are not confident to ask the questions that really count – or worse, they are simply unaware of the gaps in their knowledge. These workshops aim to change that.
A Note to Managers…
Tax & Business Services Basics is designed to show your team why technical skills will only take them part of the way. We demonstrate why a job does not start and end with just their technical knowledge.
At each stage we’ll show your team how to avoid bad habits and do it the ‘right way’:
Then, join us for the next stage, Tax & Business Services series, Tax & Business Services Intermediate.
Webinars in this series include:
Presented by
This webinar is presented by our partners at Knowledge Shop.
It's ok, we provide recordings of all the live sessions so you can catch up later on at a time that suits you. You will have access to the slides and recordings for three months after each event.