CPD and workshops.
Keep your knowledge and skills up to date.
Aged care advice is a rapidly evolving area – so it is important you keep up to date, and continue to learn new tips and improve skills. Aged Care Steps regularly runs aged care training, webinars and workshops to help you learn, refresh skills and grow in your personal development. We simplify the complex and provide a practical approach to share new ideas with you.
Check below for upcoming workshops, or stay connected with updates delivered to your inbox.
Aged Care Advice Refresh - get ready for 1 Nov 2025.
Need to get up to speed on the 1 November 2025 changes for aged care? Update your knowledge for the new rules and learn which aged care advice strategies are changing and which are not?
Our Aged Care Advice Refresh workshop is designed for advisers who have knowledge on the current rules and need to get up-to-date on what is changing on 1 November 2025. It assumes you have a current working knowledge and competency in aged care advice and provides an update for the new rules and application of strategies.
Developed as an interactive workshop, it gives you the opportunity to take a deep dive into strategies to understand what works, what does no longer applies and how to give advice to clients. It also provides an opportunity to network with your peers and discuss ideas so that you walk away with effective knowledge and business skills.
For advisers who previously completed the Aged Care Steps (ACS) Accredited Aged Care Professional™ program, as well as updating knowledge and skills, this workshop can provide the refresh needed to qualify for the FAAA Aged Care Specialist™ Designation, or to apply to Deakin University for a one credit point elective subject (conditions apply) if completing the Master of Financial Planning.
If you have not completed the Aged Care Steps Accredited Aged Care Professional™ program, or have not been actively providing advice since completing accreditation (or other training) you may prefer to complete the full accreditation program (ask us about the repeat discount). If you have not completed our accreditation, the refresh workshop does not count towards gaining the Accreditation.
If you wish to formally refresh your accreditation, you will need to pass an online exam (70% pass rate). An assignment will also be required if your original accreditation did not involve an assignment. But if you just want to gain the knowledge and skills update (without a formal refresh), the assessments are optional. CPD hours apply under either option.
This workshop is available as a one-day face-to-face workshop, or as two four-hour live and interactive online sessions - the choice is yours. Click on links below to download registration forms.
Cost: $800 + GST (total $880)
The Refresh Workshop is provided as one-day face-to-face workshops in Sydney, Melbourne, Brisbane, Adelaide and Perth. Download the registration form for dates and full details.
Melbourne dates: Thursday 30th October, or Wednesday 26th November
Brisbane dates: Wednesday 8th October, or Wednesday 12th November
Sydney dates: Wednesday 24th September, or Friday 14th November
Adelaide dates: Monday 13th October
Perth dates: Thursday 23rd October
The Refresh Workshop is provided as a live and interactive online workshop, with workshops running each month. You need to attend one full set, comprising two 4-hour webinars. Download the registration form for dates and full details.
“I found the course one of the best I have ever done. Danni was able to explain complex topics in a simple way and was able to answer every question off the top of her head - she really knows aged care! I learnt good ideas on how to explain concepts to my clients. I’d recommend this course to everyone who wants to work in this space.
Rob Wintour, Green Associates, Qld
Need information on the full accreditation program?
Qualify for FAAA Aged Care Specialist™ designation
If you completed the Aged Care Steps (ACS) Accreditation before 1 January 2023*, this workshop (and assessments) is a pathway to qualifying for the FAAA Aged Care Specialist designation. Alternatively, for a full refresh you could choose to re-enrol in the full Accreditation program at a repeat attendee’s discount price – ask us!*
If you completed the original accreditation before 1 January 2023, you need to complete the assessment components - assignment and online exam - to qualify for the FAAA designation or RPL credit with Deakin University. Upon successful completion of the assessments (70% combined pass rate, with 60% minimum in each component) an Accreditation Refresh certificate will be issued. If you are not looking for the designation or RPL credit, the assessment component is optional.
Note: Advisers who have not already completed the full accreditation program (including all assessments) will not qualify for the FAAA designation, RPL status or the Aged Care Steps accreditation by completing just this workshop. The full Aged Care Steps (ACS) Accredited Aged Care Professional™ program must be completed.
“I really enjoyed this webinar. Great to just recap on key issues, important things to remember, common mistakes and things we can do better. Get so busy day to day, it’s great to have these kinds of reminders - thank-you!
Brenda Will, Bruining Partners
Upcoming lunchtime webinars.
Our monthly lunchtime webinars cover the technical know-how and human elements of giving advice and building your business. CPD hours are allocated, across the range of Code of Ethics categories.
Better yet, subscribers to our Essentials or Active membership packages will enjoy discounted fees or free registrations. They also have the added bonus of access to the recordings anytime, anywhere through the Business Toolkit™ (no CPD hours for recorded versions).
Older clients are increasingly seeking in-home care to maintain independence and quality of life. While government subsidies can help, they come with complex rules and eligibility requirements. Join Louise Biti in this informative webinar to gain clarity on:
The new Support at Home framework commencing on 1 November 2025
Available care services and how they’re delivered
Fees clients may be required to pay
How means-testing works in practice
Who is grandfathered under the previous rules and what’s changed.
Understand the support at home system, so you can better support your clients in accessing the right care.
Webinar details:
Date: Tuesday 9th September 2025
Time: 10.00am-10.45am (Sydney time)
Registrations close: 5pm on Monday 8th September 2025
Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office). A fee of $100+GST ($110) applies for additional registrations, non-members or Generator-only subscribers.
CPD: 1 hour (for registered participants who log-in and attend the live webinar for at least 80% of the duration).
An invoice (if applicable) will be issued when you lodge your registration application. Payment is required before attending the webinar.
Helping clients achieve their desired lifestyle is at the heart of retirement planning. That includes guiding them through Support at Home options and structuring their finances to meet care goals effectively.
In this webinar, Louise Biti will use real-life case studies to illustrate:
Why home care matters—for your clients and your business
Strategies to generate income and manage Centrelink impacts
The adviser’s role in delivering valuable Support at Home advice
Practical tools to enhance your service offering
Learn how to incorporate home care into your advice process with confidence.
Webinar details:
Date: Tuesday 9th September 2025
Time: 11.00am-12.00pm (Sydney time)
Registrations close: 5pm on Monday 8th September 2025
Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office). A fee of $100+GST ($110) applies for additional registrations, non-members or Generator-only subscribers.
CPD: 1 hour (for registered participants who log-in and attend the live webinar for at least 80% of the duration).
An invoice (if applicable) will be issued when you lodge your registration application. Payment is required before attending the webinar.
Aged care advice isn’t limited to finances. A smooth transition to aged care relies on taking the right steps, at the right time, and with the right information. Clients may turn to you for guidance.
When entering aged care, each registered aged care provider has different entry processes and procedures. Application forms, asset and income disclosure, end of life instructions, payment instructions, interim fees, and guarantors, guarantees and caveats can be just some of the provider’s requirements. Overriding their own policies, each provider must abide with the legislation of a person-centred aged care system:
Statement of Rights and Statement of Principles to put older people first and treat them as unique individuals
Defining quality care through the Aged Care Quality Standards
Disclosure using resident and accommodation agreements, and
All things person-centred.
Webinar details:
Date: Tuesday 14th October 2025
Time: 11.00am-11.45am (Sydney daylight savings time)
Registrations close: 5pm on Monday 13th October 2025
Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office). A fee of $100+GST ($110) applies for additional registrations, non-members or Generator-only subscribers.
CPD: 1 hour (for registered participants who log-in and attend the live webinar for at least 80% of the duration).
An invoice (if applicable) will be issued when you lodge your registration application. Payment is required before attending the webinar.
Aged care advice isn’t limited to finances. A smooth transition to aged care relies on taking the right steps, at the right time, and with the right information. Clients may turn to you for guidance.
A major component of the paperwork is dealing with Services Australia/Centrelink. Your clients must navigate:
Assessment processes to receive approval for government-funded care services
Means-testing processes to calculate their financial contribution towards care and accommodation
Ongoing updates of financial information and circumstances, and
All things person-centred.
Services Australia’s processes and policies can change often and without notice. It can be harder to keep up with than legislative changes. Using apps and online portals can help to simplify the processes, once you are familiar with the capabilities and limitations of those systems.
Webinar details:
Date: Tuesday 14th October 2025
Time: 12.00pm-1.00pm (Sydney daylight savings time)
Registrations close: 5pm on Monday 13th October 2025
Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office). A fee of $100+GST ($110) applies for additional registrations, non-members or Generator-only subscribers.
CPD: 1 hour (for registered participants who log-in and attend the live webinar for at least 80% of the duration).
An invoice (if applicable) will be issued when you lodge your registration application. Payment is required before attending the webinar.
Clients entering residential care may need to have a means-test amount (MTA) calculated to determine how much they are asked to contribute towards the cost of their care. But from 1 November you will need to navigate two sets of complicated rules. So it is important you can identify which set of rules apply, and calculate contributions for your clients.
In this session, Jacqui Hayes the basics to help you understand the key things you need to know, including:
The purpose of the MTA
The formula to calculate the MTA & identify what is assessable as assets/income.
When the MTA is calculated
How to get an assessment from Services Australia
Webinar details:
Date: Tuesday 11th November 2025
Time: 11.00am-11.45am (Sydney daylight savings time)
Registrations close: 5pm on Monday 10th November 2025
Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office). A fee of $100+GST ($110) applies for additional registrations, non-members or Generator-only subscribers.
CPD: 1 hour (for registered participants who log-in and attend the live webinar for at least 80% of the duration).
An invoice (if applicable) will be issued when you lodge your registration application. Payment is required before attending the webinar.
Clients entering residential care may need to have a means-test amount (MTA) calculated to determine how much they are asked to contribute towards the cost of their care. But from 1 November you will need to navigate two sets of complicated rules. So it is important you can identify which set of rules apply, and calculate contributions for your clients.
In this webinar, Jacqui Hayes will cover:
How the ongoing care fees derive from the MTA
Who pays what fees (grandfathered v new clients)
Asset levels when each is payable and self-funded clients need to disclose finances
How caps put a ceiling on the fees/contributions
Whether strategies to reduce assessable assets & income are still effective
Webinar details:
Date: Tuesday 11th November 2025
Time: 12.00pm-1.00pm (Sydney daylight savings time)
Registrations close: 5pm on Monday 10th November 2025
Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office). A fee of $100+GST ($110) applies for additional registrations, non-members or Generator-only subscribers.
CPD: 1 hour (for registered participants who log-in and attend the live webinar for at least 80% of the duration).
An invoice (if applicable) will be issued when you lodge your registration application. Payment is required before attending the webinar.
If you’re not talking to your clients about aged care, someone else will. Many clients don’t realise their financial adviser can help—until it’s too late.
This webinar will show you how to identify key moments to raise aged care in client conversations. Learn how to uncover life changes that could disrupt even the best retirement plans and understand the risks of ignoring frailty and future care needs.
Start asking the right questions to strengthen client relationships, protect retirement outcomes, and grow your business.
Webinar details:
Date: Tuesday 9th December 2025
Time: 11.00am-11.45am (Sydney daylight savings time)
Registrations close: 5pm on Monday 8th December 2025
Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office). A fee of $100+GST ($110) applies for additional registrations, non-members or Generator-only subscribers.
CPD: 1 hour (for registered participants who log-in and attend the live webinar for at least 80% of the duration).
An invoice (if applicable) will be issued when you lodge your registration application. Payment is required before attending the webinar.
Aged care advice doesn’t have to be complex. Often, clients are simply looking for a way to pay for care that allows them or their loved ones to live safely and with dignity. Understanding what clients truly value—beyond just financial outcomes—can transform the way you deliver advice.
In this webinar, you’ll learn how to:
Identify what clients are really seeking from aged care advice
Explore real-life case studies that show the impact of tailored strategies
Clearly communicate your value and the role you can play in aged care planning
Join us to build confidence in your conversations and strengthen your value as a trusted adviser.
Webinar details:
Date: Tuesday 9th December 2025
Time: 12.00pm-1.00pm (Sydney daylight savings time)
Registrations close: 5pm on Monday 8th December 2025
Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office). A fee of $100+GST ($110) applies for additional registrations, non-members or Generator-only subscribers.
CPD: 1 hour (for registered participants who log-in and attend the live webinar for at least 80% of the duration).
An invoice (if applicable) will be issued when you lodge your registration application. Payment is required before attending the webinar.
Without doubt, the demand for aged care advice is higher than it has been and with an ageing population that demand is only going to increase. Advisers need to find a solution that works for their advice business.
But as with any specialist area, aged care advice has its own nuances that can be challenging to fit with your usual advice processes.
Join Danni Dixon as she sits down with our own aged care experts - Jennifer Langton and Lara Hansen, to discuss:
Tips & traps in providing advice to aged care clients
How to use our advice generator to evaluate strategies & prepare your advice documents efficiently.
How to build out an aged care solution for your clients - whether in-house or outsourcing- to meet this demand
Webinar details:
Date: On-demand recording
Price: Free
CPD: Not available
Developing aged care advice document workshops.
The key to good aged care advice is efficiency and accurate modelling, plus a well-structured advice document that tells the story clearly to clients. Learn how to create advice documents – whether looking at home care, retirement villages or residential aged care.
We are excited to be launching a new version of the Generator.
We have rebuilt the entire back engine to simplify data entry, improve modelling outcomes and add extra functionality, but have kept the look and feel the same to minimise disruption. Join us at this free webinar to see what is new and what it means when giving advice:
• New Current Situation screen inserted in between data entry and strategy screens
• Simpler data entry, particularly with low-means clients
• A simpler and improved ability to model changes over the first 12 months and new cashflow report in appendix.
• Additional downsizing options for the home to cater for needs of a spouse remaining outside care.
• Greater planning options, for clients not ready to move into residential care or to consider the impact of one member of a couple passing away.
• And more.
Webinar details:
Date: On-demand recording
Time: 60 minutes
Price: Free
Learn from the experts.
Aged Care Steps are the leaders in aged care advice training – and not just technical specialists, but also experienced in giving aged care advice.
“The Aged Care Steps Accredited Aged Care Professional program is a very comprehensive training program on many aspects of aged care that provides you with the skills and knowledge to competently provide advice in this complex area. Louise and her team are also very knowledgeable and supportive in helping you build your skills to be able to provide this type of advice to clients.”
Stuart McKenzie, Lead Financial Pty Ltd