Course Fee


CPD Hour




Are you seeking clarity on providing advice under the new licensing regime post 30 June 2016?

We have a practical online toolkit to support you step by step in this new environment.

This online toolkit gives you exclusive access to a recorded webinar and an online resource library to help you understand your boundaries. 

The Unlicensed Accountant’s toolkit contains:

Access to the “Licensing – Know Your Boundaries” webinar
This webinar presented by Kath Bowler, a leading expert on licensing for accountants, explains:

  • Where the licensing boundaries are for licensed and unlicensed advice
  • What your obligations are for unlicensed advice
  • What your obligations are for licensed advice
  • Role plays of how your conversations need to change for both licensed and unlicensed scenarios

You can also obtain 1.5 CPD points by successfully completing the assessment.

Access to a Resource Library
The online resource library includes:

  • A referrals guide to help put you in the driver’s seat with your future referral arrangements
  • A client communications letter for unlicensed accountants to help you develop the art of conversation so you can easily communicate licensing changes with your clients
  • FAQ guide to assist you in answering common client queries
  • Over a dozen client letter templates designed to assist public practitioners providing factual information in an unlicensed capacity. These templates have all been reviewed by a financial services legal specialist (Holley Nethercote) and the Letter of Engagement considers APES 305 compliance

Language : English                                              

CPA Credit Hour : 1.5 hours           

Member Fee: $ 1187  | Non Member Fee: $ 3139

More info: Click Here               

* All prices are subject to change without prior notice due to currency fluctuation