Structured Training 2020

SOA Forms Preparation Structured Training


The purpose of the ‘SoA Forms Preparation’ Structured Training is for learners to:

  • ensure previous learnings about SoA forms preparation are retained and kept current
  • understand SoA recommended strategies and identify correct forms to prepare
  • learn best practices when preparing relevant forms and documents for a Statement of Advice

At the end of this training, team members are able to prepare relevant forms and documents for a Statement of Advice with more confidence.


This training covers the following,

  • Relevant Sections of Statement of Advice
  • Understanding Statement of Advice strategies
  • Identifying forms for Recommended Strategies

Target Audience

This training is open to,

  • those team members who need to re-acquaint themselves with SoA forms preparation tasks, and
  • those whose clients might be considering to outsource these tasks and have this course beneficial to their team members


This training is approximately a 3-hour session via Zoom meeting.