Lonsec – CE / CPD Accreditation

Lonsec is committed to its engagement with the wealth management industry and frequently offers learning opportunities, which attract CPD accreditation.

In order to facilitate this accreditation, Lonsec has partnered with Portfolio Construction Forum who specialise in this area. Many of Lonsec’s learning activities are accredited for CE/CPD hours that can be used to help you meet the CE/CPD requirements of up to 20 governing bodies (regulators, associations, and institutes) – including ASIC, APRA, Legislated, FAAA, FMA and CIMA (if applicable) CE/CPD requirements. The related CE/CPD certificate is available to you 24/7 via the Forum . There is no cost to you should you wish to use this service.

What you need to know

Already a member?

If you ARE already a member of Portfolio Construction Forum, you’re able to access MyCE now to view and/or download your certificate.

Not a member?

If you ARE NOT already a member of the Forum, you just need to join – it’s instant and free – in order to be able to complete the attestation and/or CE quiz, and access your CE/CPD via your MyCE record. Once registered you can login and view and/or download your certificate.

What is MyCE?

What do you need to do to receive your CE/CPD certificate for future events?

Live learning activities – After the event, Lonsec will email you a CE accreditation statement confirming the Forum’s accreditation of the event. The email contains a link to click on to attest your attendance at the various sessions of the event. As soon as you complete the attestation, you will receive an email from the Forum with a link to access your CE/CPD certificate via the Forum.
On-demand learning activities – After completing the learning activity, you click on a CE quiz link. As soon as you successfully complete the CE quiz, you will receive an email from the Forum with a link to access your CE/CPD certificate via the Forum’s complimentary MyCE platform.

Why do you need to attest your attendance or complete a CE quiz to receive your CE/CPD certificate?

In this day of increased scrutiny on the wealth management industry, it’s important that CE accreditation be done at best practice level. If you, Lonsec or the Forum are ever audited by ASIC, FASEA, or any other regulator, institute or association, we can all be sure we’re all on rock solid ground in terms of proving that your CE accreditation was conferred in an ethical and compliant manner.

Click here to get in touch

If you have any questions about your MyCE record, please contact the Forum.

The Forum and its CE Accreditation Partners, including Lonsec, are committed to offering a best practice CE/CPD accreditation service that:

Ensures we’re all on rock solid ground in terms of proving that your CE accreditation was conferred in an ethical and compliant manner

Enables you to record, track and report the CE/CPD you earn against multiple designations and regulatory/compliance requirements, via the Forum’s complimentary which is available 24/7 so you never have to search for a missing certificate again.

Who is Portfolio Construction Forum?

Portfolio Construction Forum is the specialist, independent, investment continuing education, accreditation and certification service. Its experience in investment continuing education dates back to 2002. Its CE/CPD accreditation team is second to none in experience both in investment education and CE/CPD policy. The Forum has been accrediting its own and other firms’ learning activities for many years. In addition, the Forum gave input into the FASEA CE/CPD framework as it was formed and it was part of the 2019 industry working group (FPA, SMSFA, AFA, ourselves and others) that then agreed how the FASEA CPD framework would be applied consistently.

Visit Portfolio Construction Forum

Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives. Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.