NSW - Establish and Manage a Trust Account 1 Day Program

The management of a trust account is relevant to those people who need to hold a Master Licence in accordance with the Commercial Agents and Private Inquiry Agents Act 2004 (NSW) and/or the National Consumer Credit Protection Act 2009 (Cth) relating to the holding of an Australian Credit License.

Outcomes covered within this unit:

  • The steps involved in establishing a trust account and/or reviewing an existing trust account
  • How to develop and implement good practice when managing a trust account
  • Controlling activities associated with the management of a trust account
  • Strategies for the reconciliation and verification of activities involving a trust account


Participants that undertake and successfully complete the assessment requirements for BSBCNV506 Establish and manage a trust account which is an Elective unit from the FNS51515 Diploma of Credit Management will receive a nationally recognised Statement of Attainment.



Event Details

  • Date
  • 21 February 2019
  • Address
  • Level 3/ Suite 303 1-9 Chandos Street
    St Leonards
  • Venue
  • AICM National Office
  • Speaker
  • Toni Sawyer
  • Time
  • 9.00am - 4.30pm
  • Cost
  • Member $ 750.00
    Non- Member $900.00
  • CCE Points
  • 10