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.
Refresh your accreditation - get ready for 2025.
Need to know how aged care is changing in 2025 and update your knowledge for the new rules?
Our refresh workshop is designed for advisers who have completed the Aged Care Steps (ACS) Accredited Aged Care Professional™ program, but need to update aged care knowledge and skills in preparation for the 1 July 2025 changes and the new Aged Care Act. 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).
This is aimed to be an interactive workshop - so it gives you the opportunity to take a deep dive into strategies to understand what works, what does not 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.
The refresh workshop assumes you have a current working knowledge and competency in aged care advice - this then provides an update for the new rules and application of strategies. 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 (repeat discount applies for full program). The refresh workshop does not count towards gaining the Accreditation if not already achieved.
Completion and formal refresh requires passing an online exam (70% pass rate). If your original accreditation did not involve an assignment this will also need to be completed.
Cost: $800 + GST (total $880)
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.
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.
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.
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).
Did you miss this webinar in December? We know it was a busy month so we are offering it as a repeat recorded session.
The combined social security assessment of a couple’s assets and income (by Services Australia) can be at odds with their personal arrangements, objectives and estate planning wishes. Couples with children to other partners is a common example.
This session covers the basics - with an explanation of the rules you need to know. Our second (more advanced) webinar at 12.00pm covers a more strategic look at how the rules will be applied when creating advice solutions. Register for just one or both webinars. You need to register for each session separately.
Join Jacqui Hayes in this webinar as she explains the basics that you need to know around:
Common ways a couple can manage finances and how these arise
Centrelink rules for assessing a couple’s income and assets
Estate planning considerations and the distribution of assets
Webinar details:
Date: Thursday 16th January 2025
Time: 11.00am-11.45am (Sydney daylight savings time)
Registrations close: 5pm on Wednesday 15th January 2025
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 combined assessment of a couple’s assets and income (by SDid you miss this webinar in December? We know it was a busy month so we are offering it as a repeat recorded session.
Services Australia) can be at odds with their personal arrangements, objectives and estate planning wishes. Couples with children to other partners is a common example.
This webinar covers a strategic look based on the application of the rules when creating advice solutions and case studies. Our first (basics) webinar at 11.00am covers the basics - with an explanation of the rules you need to know. This webinar covers a more advanced application of the rules. Register for just one or both webinars. You need to register for each session separately.
Join Jacqui Hayes to analyse strategies impacting couples managing separate finances using case studies:
Why balancing equity with supporting the spouse can be difficult and is best achieved when both members of the couple have legal capacity
Legal options for providing the spouse with support, while keeping the kids happy
Using clauses in the EPoA to support a spouse
The impacts of life interests
Providing support if legal options aren’t available.
Webinar details:
Date: Thursday 16th January 2025
Time: 12.00am-1.00pm (Sydney daylight savings time)
Registrations close: 5pm on Wednesday 15th January 2025
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.
Your client is the most important person when giving aged care advice. But who is your client? And how do you correctly identify the priorities and appropriate objectives. In this webinar, Jacqui Hayes will examine:
The basic functions and authorities of attorneys and guardians
Identifying who has authority financial and lifestyle decisions.
Where and how to involve the older person.
Tips to separate objectives of client and their representatives
Starting the conversation to remind representatives of their obligations.
Webinar details:
Date: Tuesday 11th February 2025
Time: 11.00am-11.45am (Sydney daylight savings time)
Registrations close: 5pm on Monday 10th February 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.
The combined assessment of a couple’s assets and income (by Services Australia) can be at odds with their personal arrangements, objectives and estate planning wishes. Couples with children to other partners is a common example.
This webinar covers a strategic look based on the application of the rules when creating advice solutions and case studies. Our first (basics) webinar at 11.00am covers the basics - with an explanation of the rules you need to know. This webinar covers a more advanced application of the rules. Register for just one or both webinars. You need to register for each session separately.
Join Jacqui Hayes to analyse strategies impacting couples managing separate finances using case studies:
Why balancing equity with supporting the spouse can be difficult and is best achieved when both members of the couple have legal capacity
Legal options for providing the spouse with support, while keeping the kids happy
Using clauses in the EPoA to support a spouse
The impacts of life interests
Providing support if legal options aren’t available.
Webinar details:
Date: Tuesday 11th February 2025
Time: 12.00am-1.00pm (Sydney daylight savings time)
Registrations close: 5pm on Monday 10th February 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 have older clients, or clients with older parents, this is a webinar you can’t afford to miss.
The long-awaited reforms to aged care funding and fees (and a Bill to introduce a new Aged Care Act) were tabled in Parliament on 12 September 2024. This follows the Royal Commission and the Aged Care Taskforce’s report, responding to the growing demand for aged care services and the need for increased investment.
The changes are significant, so hear from the experts what is changing and what you need to know. Join Louise Biti in this webinar for a discussion on:
Why change is needed
Who is going to pay more
Phasing out of RADs and retention amounts
Increases to ongoing care fees
Is means-testing really gone
Changes to home care
What the changes mean for advice
Webinar details:
Date: On demand recording
Price: Free
CPD: Not available.
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