Gallantree Platform
Training modules built for structured credit professionals.
Compliance, technical, and platform training delivered through interactive modules with AI-assisted coaching. RG 146 aligned, trustee-ready, and tracked end to end.
BH20+
Training Modules
80%
Pass Threshold
12 mo
Certification Validity
AI
Coaching Included
Training Catalogue
Interactive modules across compliance, technical, and platform operations
AML/CTF & KYC / KYB Compliance
Anti-Money Laundering and Counter-Terrorism Financing obligations under Australian law. Covers customer identification, suspicious matter reporting, sanctions screening, and ongoing due diligence.
Valid for 12 months after completion
Anti-Corruption and Bribery Module
Principles and practices outlined in the Gallantree Group Anti-Corruption Policy. Covers definitions, key policy obligations, and the reporting framework for potential breaches.
Valid for 12 months after completion
Introduction to RMBS and CLO Structures
Fundamental concepts in Residential Mortgage-Backed Securities and Collateralised Loan Obligations. Covers structure, tranching, credit enhancement, and waterfall mechanics.
Valid for 12 months after completion
Cryptography and Encryption Module
Compliance with Gallantree Cryptography and Encryption Policy based on ISO/IEC 27001:2022. Covers data classification, encryption standards, key management, and best practices.
Valid for 12 months after completion
ASIC Directors: Responsibilities and Governance Module
Director and officer obligations under the Corporations Act 2001. Covers duties of care, diligence, good faith, managing conflicts of interest, and governance best practices.
Valid for 12 months after completion
Understanding Historical Examples of Financial Crimes
Case studies of significant financial crimes and their regulatory consequences. Covers fraud typologies, enforcement outcomes, and lessons for compliance frameworks.
Valid for 12 months after completion
Gallantree Social Media and Communications Policy
Obligations under workplace communications policies including social media conduct, confidentiality requirements, media handling, and approved communication channels.
Valid for 12 months after completion
Sales Negotiation Skills: Finance and Markets
Negotiation techniques applied to finance and capital markets contexts. Covers stakeholder management, deal structuring conversations, and professional conduct standards.
Valid for 12 months after completion
RG 146: Financial Products and Markets
ASIC Regulatory Guide 146 compliant training covering financial product knowledge, securities, managed investments, and the regulatory framework for providing financial services.
Valid for 24 months after completion
Platform Operations: Loan Management
End-to-end training on the Gallantree Platform loan management module. Covers loan onboarding, servicing workflows, payment processing, arrears management, and reporting.
Valid for 12 months after completion
Platform Operations: Trustee Reporting
Trustee-specific training on covenant testing, concentration limits, waterfall calculations, and regulatory submissions generated from the platform.
Valid for 12 months after completion
RG-146 Generic Knowledge Module
RG-146 Generic Knowledge module covering fundamental concepts required for compliance with ASIC Regulatory Guide 146.
Valid for 12 months after completion
AI-Assisted Learning
Guided by coaches, not just a quiz
Every module comes with an AI-powered coach that provides real-time tips, contextual explanations, and guidance as you work through each question. Coaches adapt to your responses and highlight areas that need attention, making each module a genuine learning experience rather than a box-ticking exercise.
Choose your coaching style and personality at the start of each module.
🥊
Coach: Rocky Balboa
“Alright, gloves on. Let's try not to get knocked out in the first round, yeah? Time to dance in the ring of finance! Read carefully, eliminate distractions, and keep your footwork sharp. You've got this!”
AI-Assisted Coaching
Each module includes an AI coach that provides contextual tips, explanations, and encouragement as you progress through the questions.
Adaptive Difficulty
Modules adjust to your responses. Coaches highlight areas where additional focus is needed and surface relevant reference material.
Pass Threshold
A minimum 80% score is required to complete each module. Unsuccessful attempts can be retried immediately with coach guidance.
Annual Renewal
Completions are valid for 12 months (24 months for RG 146). The platform tracks expiry dates and notifies staff when renewal is due.
Regulatory Alignment
Training aligned to the frameworks that matter
RG 146 Compliance
Modules aligned with ASIC Regulatory Guide 146 requirements for representatives providing financial product advice. Covers Tier 1 and Tier 2 product knowledge areas.
Trustee Training
Modules designed for independent trustees and their teams, covering platform navigation, covenant testing, waterfall mechanics, and regulatory reporting workflows.
AFSL Obligations
Staff training requirements under the Australian Financial Services Licence, including conduct obligations, breach reporting, conflicts management, and competency standards.
CPD Points
Completed modules contribute to Continuing Professional Development records. Certificates are generated automatically and stored in the compliance platform.
Training that keeps your team compliant and capable
Request a walkthrough of how Gallantree training modules support compliance obligations, onboard new staff, and serve as trustee education tools.
Let's get started
Move forward
with Gallantree
Clear next steps for institutions ready to originate, structure and invest in Australian credit with confidence.