The gold standard.
Join more than 2,000 advisers to start your aged care advice journey.
We have spoken to many advisers who are keen to discuss aged care with their clients but lack confidence. That’s why we built our Accredited Aged Care Professional™ program to build your competency and credibility.
We give you the tools, not just the theory.
Experts with practical aged care advice experience deliver the program. As a result, it remains the number one way for advisers to get started in aged care advice, with more than 2,500 advisers having attended our popular Accredited Aged Care Professional™ program.
Rather than just focusing on technical knowledge, the Aged Care Steps (ACS) Accredited Aged Care Professional™ program shows HOW to successfully construct and deliver aged care advice using our 9-step framework. It is built around client interactions and the advice process, making it easy to implement into your business.
With a framework for seeing the whole picture, you will have greater clarity on what you’re dealing with to make good decisions and drive better client conversations for both pre & post 1 July 2025 rules.
We share real life experiences to bring the program to life. You will also learn how to create efficiencies in your business and where to go for help when you get stuck (which will happen from time to time).
This program is designed for financial planners, accountants and lawyers who wish to provide advice to clients accessing care services. But it also provides a deeper understanding of aged care for people working in other related fields. It can get you started or refresh and deepen your knowledge.
Note: From 1 January 2024, accreditation is only awarded to financial advisers registered on the Financial Advisers Register (FAR) or completing their Professional Year. But other participants can receive CPD hours and certificate of attendance.
“Danni’s incredible knowledge of the aged care sector was exceptional and the manner in which she explained the complex strategies and broke them down into real life examples that were relatable for the adviser and the client was brilliant.”
Amanda Ragkousis, Viridian Advisory
Register for an upcoming session.
Dates each month - 2025 dates.
Build your knowledge and skills for aged care advice. Aged Care Steps is the leading business providing support on aged care advice, with highly experienced facilitators who have had practical experience in aged care advice. This workshop covers aged care rules pre and post 1 July 2025.
This program is designed for financial planners, paraplanners, accountants and lawyers who wish to provide financial planning advice for clients accessing aged care services. But it also provides a deeper understanding of aged care for professionals working in other related fields. Accreditation can only be awarded to attendees who are authorised under an AFSL or completing PY in financial advice.
Online learning system: log-in details will be provided before the webinar. These webinars are 4 x 4 hour live, facilitated and interactive in small groups. It is recommended to have camera and microphone access on your computer.
Download the registration form to see further details and to register.
6 & 7 March 2025
Build your knowledge and skills for aged care advice. Aged Care Steps is the leading business providing support on aged care advice, with highly experienced facilitators who have had practical experience in aged care advice. This workshop covers aged care rules pre and post 1 July 2025.
This program is designed for financial planners, paraplanners, accountants and lawyers who wish to provide financial planning advice for clients accessing aged care services. But it also provides a deeper understanding of aged care for professionals working in other related fields. Accreditation can only be awarded to attendees who are authorised under an AFSL or completing PY in financial advice.
This is a two-day face-to-face workshop, with pre-reading and assessments (assignment and online exam). The workshop numbers are limited to ensure small interactive groups to maximise effective learning opportunities.
Download the registration form to see further details and to register.
11 & 12 December 2024
Build your knowledge and skills for aged care advice. Aged Care Steps is the leading business providing support on aged care advice, with highly experienced facilitators who have had practical experience in aged care advice.
This program is designed for financial planners, paraplanners, accountants and lawyers who wish to provide financial planning advice for clients accessing aged care services. But it also provides a deeper understanding of aged care for professionals working in other related fields. Accreditation can only be awarded to attendees who are authorised under an AFSL or completing PY in financial advice.
This is a two-day face-to-face workshop, with pre-reading and assessments (assignment and online exam). The workshop numbers are limited to ensure small interactive groups to maximise effective learning opportunities.
Download the registration form to see further details and to register.
26 & 27 February 2025
Build your knowledge and skills for aged care advice. Aged Care Steps is the leading business providing support on aged care advice, with highly experienced facilitators who have had practical experience in aged care advice. This workshop covers aged care rules pre and post 1 July 2025.
This program is designed for financial planners, paraplanners, accountants and lawyers who wish to provide financial planning advice for clients accessing aged care services. But it also provides a deeper understanding of aged care for professionals working in other related fields. Accreditation can only be awarded to attendees who are authorised under an AFSL or completing PY in financial advice.
This is a two-day face-to-face workshop, with pre-reading and assessments (assignment and online exam). The workshop numbers are limited to ensure small interactive groups to maximise effective learning opportunities.
Download the registration form to see further details and to register.
6 & 7 May 2025
Build your knowledge and skills for aged care advice. Aged Care Steps is the leading business providing support on aged care advice, with highly experienced facilitators who have had practical experience in aged care advice. This workshop covers aged care rules pre and post 1 July 2025.
This program is designed for financial planners, paraplanners, accountants and lawyers who wish to provide financial planning advice for clients accessing aged care services. But it also provides a deeper understanding of aged care for professionals working in other related fields. Accreditation can only be awarded to attendees who are authorised under an AFSL or completing PY in financial advice.
This is a two-day face-to-face workshop, with pre-reading and assessments (assignment and online exam). The workshop numbers are limited to ensure small interactive groups to maximise effective learning opportunities.
Download the registration form to see further details and to register.
12 & 13 February 2025
Build your knowledge and skills for aged care advice. Aged Care Steps is the leading business providing support on aged care advice, with highly experienced facilitators who have had practical experience in aged care advice. This workshop covers aged care rules pre and post 1 July 2025.
This program is designed for financial planners, paraplanners, accountants and lawyers who wish to provide financial planning advice for clients accessing aged care services. But it also provides a deeper understanding of aged care for professionals working in other related fields. Accreditation can only be awarded to attendees who are authorised under an AFSL or completing PY in financial advice.
This is a two-day face-to-face workshop, with pre-reading and assessments (assignment and online exam). The workshop numbers are limited to ensure small interactive groups to maximise effective learning opportunities.
Download the registration form to see further details and to register.
24 & 25 March 2025
Build your knowledge and skills for aged care advice. Aged Care Steps is the leading business providing support on aged care advice, with highly experienced facilitators who have had practical experience in aged care advice. This workshop covers aged care rules pre and post 1 July 2025.
This program is designed for financial planners, paraplanners, accountants and lawyers who wish to provide financial planning advice for clients accessing aged care services. But it also provides a deeper understanding of aged care for professionals working in other related fields. Accreditation can only be awarded to attendees who are authorised under an AFSL or completing PY in financial advice.
This is a two-day face-to-face workshop, with pre-reading and assessments (assignment and online exam). The workshop numbers are limited to ensure small interactive groups to maximise effective learning opportunities.
Download the registration form to see further details and to register.
19 & 20 May 2025
Build your knowledge and skills for aged care advice. Aged Care Steps is the leading business providing support on aged care advice, with highly experienced facilitators who have had practical experience in aged care advice. This workshop covers aged care rules pre and post 1 July 2025.
This program is designed for financial planners, paraplanners, accountants and lawyers who wish to provide financial planning advice for clients accessing aged care services. But it also provides a deeper understanding of aged care for professionals working in other related fields. Accreditation can only be awarded to attendees who are authorised under an AFSL or completing PY in financial advice.
This is a two-day face-to-face workshop, with pre-reading and assessments (assignment and online exam). The workshop numbers are limited to ensure small interactive groups to maximise effective learning opportunities.
Download the registration form to see further details and to register.
10 & 11 April 2025
Build your knowledge and skills for aged care advice. Aged Care Steps is the leading business providing support on aged care advice, with highly experienced facilitators who have had practical experience in aged care advice. This workshop covers aged care rules pre and post 1 July 2025.
This program is designed for financial planners, paraplanners, accountants and lawyers who wish to provide financial planning advice for clients accessing aged care services. But it also provides a deeper understanding of aged care for professionals working in other related fields. Accreditation can only be awarded to attendees who are authorised under an AFSL or completing PY in financial advice.
This is a two-day face-to-face workshop, with pre-reading and assessments (assignment and online exam). The workshop numbers are limited to ensure small interactive groups to maximise effective learning opportunities.
Download the registration form to see further details and to register.
10 & 11 February 2025
Build your knowledge and skills for aged care advice. Aged Care Steps is the leading business providing support on aged care advice, with highly experienced facilitators who have had practical experience in aged care advice. This workshop covers aged care rules pre and post 1 July 2025.
This program is designed for financial planners, paraplanners, accountants and lawyers who wish to provide financial planning advice for clients accessing aged care services. But it also provides a deeper understanding of aged care for professionals working in other related fields. Accreditation can only be awarded to attendees who are authorised under an AFSL or completing PY in financial advice.
This is a two-day face-to-face workshop, with pre-reading and assessments (assignment and online exam). The workshop numbers are limited to ensure small interactive groups to maximise effective learning opportunities.
Download the registration form to see further details and to register.
20 & 21 March 2025
Build your knowledge and skills for aged care advice. Aged Care Steps is the leading business providing support on aged care advice, with highly experienced facilitators who have had practical experience in aged care advice. This workshop covers aged care rules pre and post 1 July 2025.
This program is designed for financial planners, paraplanners, accountants and lawyers who wish to provide financial planning advice for clients accessing aged care services. But it also provides a deeper understanding of aged care for professionals working in other related fields. Accreditation can only be awarded to attendees who are authorised under an AFSL or completing PY in financial advice.
This is a two-day face-to-face workshop, with pre-reading and assessments (assignment and online exam). The workshop numbers are limited to ensure small interactive groups to maximise effective learning opportunities.
Download the registration form to see further details and to register.
15 & 16 May 2025
Build your knowledge and skills for aged care advice. Aged Care Steps is the leading business providing support on aged care advice, with highly experienced facilitators who have had practical experience in aged care advice. This workshop covers aged care rules pre and post 1 July 2025.
This program is designed for financial planners, paraplanners, accountants and lawyers who wish to provide financial planning advice for clients accessing aged care services. But it also provides a deeper understanding of aged care for professionals working in other related fields. Accreditation can only be awarded to attendees who are authorised under an AFSL or completing PY in financial advice.
This is a two-day face-to-face workshop, with pre-reading and assessments (assignment and online exam). The workshop numbers are limited to ensure small interactive groups to maximise effective learning opportunities.
Download the registration form to see further details and to register.
“Perhaps the best training workshop I have attended. Demystified a complex area that will be increasingly in demand.”
Peter Gardner, Securitor, WA
Tangible outcomes for you.
-
Attainment certificate
You can display an attainment certificate in your office to identify yourself to clients and prospective clients as an Accredited Aged Care Professional™ (if registered on FAR).
-
Accreditation logo
An accreditation logo to use on your website, email signature and other marketing materials to highlight your expertise as an aged care specialist to clients, prospects and referral networks (if registered on FAR).
-
Find an adviser listing
An added benefit of our Active Membership package (for accredited advisers) is listing on our ‘Find an adviser’ website page. With over 100 hits each month, listing gives consumers an additional way to find you.
-
FAAA Aged Care Specialist™
Our accreditation program is the exclusive education pathway for CFP® professionals and Financial Planner AFP members with the Financial Advice Association Australia (FAAA) to apply for the FAAA Aged Care Specialist™ designation.
-
Deakin credit & discount
A partnership between Deakin University and Aged Care Steps (ACS) allows advisers enrolled in Deakin’s Master of Financial Planning (MFP) to have the Accredited Aged Care Professional™ program recognised as one credit point elective subject (conditions apply). Deakin also offer current ACS clients a 15% discount on the MFP course fees. Ask our team for the discount code.
-
CPD hours
While not a primary reason to undertake Accreditation, the program is approved for 30 CPD hours across the legislated categories. This can go a long way towards meeting your annual requirements.
-
Award winning
Aged Care Steps was awarded the IFA Excellence Awards – Training and Education Provider of the Year in 2020 & 2022 and was a finalist in 2021, 2023 & 2024. So you know you are in expert hands and training with the best.
-
9-step advice process
Learn more than just the rules, learn how to give advice with our unique 9-step advice process. This shows you how to include aged care into your advice process, with a framework for creating aged care advice solutions.
-
Special offer
As a special offer, register for the Aged Care Steps (ACS) Accredited Aged Care Professional program and we will give you two month's free access to the highly valued calculators in our Essentials Membership package to help you complete your assignment. Offer not applicable to existing members.
“I am starting to experience more and more opportunities from our client base. It’s quite amazing that by including the Aged Care Steps accreditation logo on emails, and including aged care in our client review agendas, that word gets around.”
Bruce Gale, GJ Private Wealth