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.
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).
As we head towards the end of the 5-year reform plan for aged care, the Aged Care Taskforce recommendations have contributed to one of the final aspects – financial reform & sustainability of aged care in Australia.
Join Aged Care Steps, the leading provider of aged care support to the financial services industry in this free webinar to hear:
What aged care announcements were included in this year’s Budget
What else is happening in aged care
Implications for financial planning strategies
How to help clients make aged care affordable
Building aged care advice into your business.
Webinar details:
Date: Thursday 16th May 2024
Time: 11.00am-12.00pm (Sydney time)
Price: Free
CPD: 1 hour (for registered participants who log-in and attend the live webinar for at least 80% of the duration).
Chances are your clients don’t come in asking for complicated advice and strategies. Aged care is a confronting and confusing set of decisions, and often clients and their families are looking for simplicity – especially as the advice is for an older client.
Goals and expectations for advice are likely to be around how to afford good care, ensuring sufficient cashflow, looking after a spouse and leaving a legacy. Join Jacqui Hayes as she explores how to meet these goals with simple and effective aged care strategies including:
Planning for a low-means assessment
Options for selling or keeping the home
When a non-care spouse wants to downsize the home
Paying for accommodation – RADs, DAPs and liquidating assets
Increasing cashflow to meet fees and expenses
Accessing equity with borrowing strategies
Financial help from the children
Webinar details:
Date: Tuesday 11th June 2024
Time: 11.00am-12.00pm (Sydney time)
Registrations close: 5pm on Monday 10th June 2024
Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office). A fee of $90+GST ($99) 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.
Have you modelled aged care outcomes for a client – but not got the results you were expecting? Or, are you worried about client questions that you might not know how to answer? This webinar is for you. In this webinar we share our experiences on mistakes advisers make or rules they forget, which often leaves the advisers unable to explain to a client what has happened or why a fee has changed.
Have you ever forgotten the rules for when and why fees change? Join Jacqui Hayes in this webinar for a look at some of the rules to remember including:
Why a couple’s pension increases when one moves into care
Why an age pension suddenly changes after a couple of years in care
Why an age pension might change, when the means-tested fee has not
Why clients how have not paid anything for accommodation suddenly start paying (or why the amount payable changes)
Why clients pay a higher means-tested fee than you calculate
And more ….
Webinar details:
Date: Tuesday 13th August 2024
Time: 11.00am-12.00pm (Sydney time)
Registrations close: 5pm on Monday 12th August 2024
Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office). A fee of $90+GST ($99) 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.
The last three years has seen significant changes and reforms in aged care, and this will continue into 2024 & 2025 as the final stages of the 5-year aged care reform plan are put into place. And this year, finance and funding changes will headline the reforms.
As we head into 2024 get ahead of the curve and find out what to expect for the year ahead. Join Louise Biti, Director of Aged Care Steps, in this recorded webinar to learn:
A summary of the reform agenda so far
What we might expect for 2024
Potential implications for advice and clients
Tips on how to get yourself business-ready
How Aged Care Steps is planning to support aged care advice in 2024.
Webinar details:
Date: Thursday 8th February 2024
Time: 3.00pm-4.00pm (Sydney daylight savings time)
Price: Free
CPD: 1 hour (for registered participants who log-in and attend the recorded webinar for at least 80% of the duration).
“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, DLP Life Design
Accreditation or refresh.
Our refresh workshop is online and interactive in small groups. It is designed for advisers who have completed the Aged Care Steps (ACS) Accredited Aged Care Professional™ program – bringing you up-to-date and deepening your aged care advice skills.
This online program provides a refresh for advisers who previously completed the Aged Care Steps (ACS) Accredited Aged Care Professional™ programme. It is designed to bring you up-to-date and deepen your understanding of aged care advice issues.
It can also 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).
The Accreditation Refresh webinar is a 4.5-hour (with breaks) interactive webinar, in small groups, covering:
Application of the 9-step advice process™ for creating aged care advice solutions
Aged care fees, calculating the MTA and what trips-up advisers
Examples of how the home is assessed (including retirement villages) and who is a protected person
Advice strategies for the home
What makes low-means scenarios complicated and how to navigate
How to meet the Code of Ethics with aged care advice
Bringing curiosity to the client conversation to map out the emotional fact find.
The webinar is assessed for 4.0 CPD hours across three of the legislated CPD categories.
If you completed the Aged Care Steps (ACS) Accreditation before 1 January 2022*, this workshop (and assessments) is a pathway to qualifying for the new 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 2022, you need to complete the assessment components - assignment and online exam - to qualify for the FAAA designation or RPL credit. 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 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.
This workshop is run on Sydney times. Please check the differences for your state.
Cost: $470 + GST
This online program provides a refresh for advisers who previously completed the Aged Care Steps (ACS) Accredited Aged Care Professional™ programme. It is designed to bring you up-to-date and deepen your understanding of aged care advice issues.
It can also 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).
The Accreditation Refresh webinar is a 4.5-hour (with breaks) interactive webinar, in small groups, covering:
Application of the 9-step advice process™ for creating aged care advice solutions
Aged care fees, calculating the MTA and what trips-up advisers
Examples of how the home is assessed (including retirement villages) and who is a protected person
Advice strategies for the home
What makes low-means scenarios complicated and how to navigate
How to meet the Code of Ethics with aged care advice
Bringing curiosity to the client conversation to map out the emotional fact find.
The webinar is assessed for 4.0 CPD hours across three of the legislated CPD categories.
If you completed the Aged Care Steps (ACS) Accreditation before 1 January 2022*, this workshop (and assessments) is a pathway to qualifying for the new 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 2022, you need to complete the assessment components - assignment and online exam - to qualify for the FAAA designation or RPL credit. 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 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.
This workshop is run on Sydney times. Please check the differences for your state.
Cost: $470 + GST
This online program provides a refresh for advisers who previously completed the Aged Care Steps (ACS) Accredited Aged Care Professional™ programme. It is designed to bring you up-to-date and deepen your understanding of aged care advice issues.
It can also 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).
The Accreditation Refresh webinar is a 4.5-hour (with breaks) interactive webinar, in small groups, covering:
Application of the 9-step advice process™ for creating aged care advice solutions
Aged care fees, calculating the MTA and what trips-up advisers
Examples of how the home is assessed (including retirement villages) and who is a protected person
Advice strategies for the home
What makes low-means scenarios complicated and how to navigate
How to meet the Code of Ethics with aged care advice
Bringing curiosity to the client conversation to map out the emotional fact find.
The webinar is assessed for 4.0 CPD hours across three of the legislated CPD categories.
If you completed the Aged Care Steps (ACS) Accreditation before 1 January 2022*, this workshop (and assessments) is a pathway to qualifying for the new 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 2022, you need to complete the assessment components - assignment and online exam - to qualify for the FAAA designation or RPL credit. 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 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.
This workshop is run on Sydney times. Please check the differences for your state.
Cost: $470 + GST
Member-only masterclass
Join Aged Care Steps in this half-day Masterclass where we share our experiences on a range of technical, practical and business issues.
This session is only open to current members of the Aged Care Steps community (Essentials, Active and Generator subscribers) and is offered as face-to-face workshops in Brisbane, Melbourne & Sydney
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