Marketing Policy and Procedure

OVERVIEW

Status

CURRENT

Classification*

INTERNAL

Department

ALL

Review

Nov 30, 2024

Notes

 

*See Information classification policy


PUBLIC-FACING

Marketing and Advertising

 

Strategix will promote and market training programs and services with integrity, accuracy and professionalism. No false, misleading, vague or ambiguous statements will be made.

Client and student permission is gained in writing prior to the use of any material, footage or recordings made by Strategix during the training course. No reference to other providers will be made. All marketing materials will reference our RTO Provider number and CRICOS Number.

Strategix does not guarantee that:

  • A learner will successfully complete a training product on our scope of registration

  • A training product can be completed in a manner not consistent with the requirements of training packages

  • A learner will obtain a particular employment outcome where this is outside the control of Strategix.

Strategix does not sell your personal information for any purpose, including marketing purposes. Strategix may use your information for internal marketing analysis and marketing. If you do not wish to receive marketing materials, you can contact Strategix and request to opt out of our marketing or you can unsubscribe from our marketing emails when/if you receive them. Refer to the Strategix Privacy Policy and Information Sheet for more information. Please inform Strategix if you are listed on the official Do Not Call Register.

Strategix has an internal Marketing Policy and Procedure which outlines the requirements for marketing material as stipulated by the regulating authorities and legislative requirements. Strategix creates and manages its marketing material in line with this policy and procedure. If you would like to review it, please feel free to request a copy.


PROCEDURE

Marketing Procedure

 

Strategix and its consultants agree to operate in accordance with national and state-specific protocols for marketing and advertising its services.

Steps

Person Responsible

Notes

Steps

Person Responsible

Notes

1

Request

Sales Manager, BD team or Management

Email is sent to Branding team member, BD team & Compliance requesting creation of flyer/marketing material

2

Creation

Branding team member or BD team member

Log in to Canva to create flyer/marketing material

3

Check

Compliance & Curriculum

Once flyer/marketing material is created, email Compliance so they can review. This step cannot be missed.

4

Approval

Compliance

Compliance will email necessary parties that the flyer/marketing material has been reviewed. Compliance will upload the final Copy to hubspot so staff can provide to clients and prospective students

5

Records Keeping

Branding team member or BD team member

 

6

Release

Branding team member or BD team member

 

7

Marketing Audit

Compliance and Management

 

Request

Sales Managers are required to submit marketing materials requests to the Branding Manager prior to commencing any marketing campaign. They are to include the details of the marketing campaign and the requested time frame.

Financial approval is required prior to the commencement of any requests if there are costs involved.

Creation

The creator of materials must:

  • Take into consideration all of the criteria set out in the Marketing Checklist (below)

  • Ensure they complete the checklist as attached in the Marketing Log

  • Ensure that the materials do not breach this policy and that the materials do not contain any unethical or misleading information

  • Log in to Canva and create flyer in the: DRAFT - Working On/Review folder

  • Use the Strategix standard formatting and style guide.

All marketing materials are checked against the checklist to ensure materials do not breach any departmental requirements or regulations.

Checklist

Checklist

Strategix name, Strategix RTO Code or CRICOS Provider Code

Use of Nationally Recognised Training (NRT) logo on advertising and promotional material (check if restrictions apply for its usage)

Include the full code and title of training product as published on the National Register

Services and training products as per scope of registration

Detail any out of pocket costs and fees associated with training and assessment

Detail any funding source arrangements and conditions associated with a course

Detail any debt associated with training and assessment (VET Student Loans)

Detail any loss of entitlement from the learner undertaking a course at Strategix

Delivery mode, locations, duration and any Vocational Placement

Detail the material/equipment the learner must provide

Marketing material is consistent with Training and Assessment Strategies

Strategix must not guarantee the learner will obtain a qualification or statement of attainment or employment

Ensure that the ACPET logo is used (VET Student Loans) where applicable

This material is consistent with the website

Check specific funding agreement requirements

 

Check

The Branding Manager and Compliance team are responsible for the final check of all Marketing Material.

They must ensure the materials:

  • Meet the requirements of the Marketing Request

  • Are accurate in content and contain all relevant information in line with Marketing Checklist

  • Are easily read, understood and contain plain language for ease of use

  • Do not breach any regulatory requirements

  • Consistent with the Training and Assessment Strategy (folder 17. Compliance Evidence) and Website.

Approval

Compliance will email necessary parties that the flyer/marketing material has been reviewed. Compliance will upload the good Copy of the flyer to hubspot so Strategix staff can give to clients

Records Keeping

After approval, the Branding team member must save the marketing material on Canva in the correct folder - Designs.

Release

The department manager or the Compliance team will release the marketing material by uploading to Hubspot, and will inform all relevant parties via email.

All flyers are currently produced on Canva, and once checked will need to be downloaded:

  • Once logged in to Canva, click on the file you want to download

  • Click on share then download

  • Download as PDF Standard and Flatten PDF

  • Click download.

All flyers are uploaded to Hubspot to share with staff for use.

To replace a flyer:

  • Once logged in to hubspot, click on Marketing then Files

  • Find the Marketing folder, then find the file that you want to replace (eg. Academy > QLD > Business C3G BSB30120-DIGITAL)

  • Click on the file

  • A side menu will appear on the right. Go to the bottom of that side menu and click on the ‘replace’ button. Then upload your new file.

  • You must wait for the above dot point/step to be completed before doing another one. This will avoid accidentally uploading the wrong pdf. to the wrong file.

To archive a flyer (keep a copy of the old version), and upload a new version:

  • Find the file, then click the box on the left-hand side to tick it

  • Click on Move, then select which folder to move it to (e.g. Archive folder within the QLD folder)

  • In the Archive folder, select the file and update the File URL visibility to Private

  • Go back to the main folder (not Archive)

  • Click on Upload files to upload a copy of the new flyer

Marketing Audit

The Compliance department conducts an audit every 3 months (refer to Marketing Audit Schedule) to ensure the marketing material is in line with all requirements. Any findings are recorded on the marketing audit spreadsheet, branding is advised of the outcomes and is required to make any changes.

Date

Attendees

Items to be Audited

Tools

Date

Attendees

Items to be Audited

Tools

January

Branding and Compliance

Website

Audit Checklist and Log, TAS, Marketing Policy and Procedure, State Requirements

April

Branding and Compliance

Brochures/Flyers

Audit Checklist and Log, TAS, Marketing Policy and Procedure, State Requirements

July

Branding and Compliance

Social Media

Audit Checklist and Log, TAS, Marketing Policy and Procedure, State Requirements

October

Branding and Compliance

Physical Marketing

Audit Checklist and Log, TAS, Marketing Policy and Procedure, State Requirements


State Program Marketing Requirements

 

Where Strategix is approved to deliver training under a State Program, Strategix must meet the requirements as outlined in the contract or corresponding regulatory documents. These requirements are in addition to meeting the requirements outlined in the Standards for RTO’s 2015. The following content outlines the requirements set by each state authority.


Queensland

As a Skills Assure Supplier, Strategix must:

  • Comply with the marketing directives and information disclosure requirements as set out in the ‘Skills Assure Supplier Marketing’*

  • Use the Skills Assure Identifier logo in any advertising, publicity, or promotional material to make it easier for consumers to recognise you as a provider who delivers Queensland Government-subsidised training:

    • The Skills Assure Identifier must be displayed on your website homepage or as a footer at the bottom of your website

    • It must also be present on any printed and online marketing material targeting prospective students and customers, including course guides and event materials

    • Do not give to third parties for their use.

  • Disclosure directive, providing prospective students and participating employers (if applicable) with information upfront and prior to enrolment:

    • Provide specific information about the program, qualification or course and co-contribution fee charges as prescribed in the relevant program policy

    • Disclose and publish in a prominent location on its RTO website the concessional and non-concessional co-contribution fees it will charge for each qualification it is approved to deliver under a program, and include with the fee information all pertinent information about the offering.

    • Provide a copy of, or access to, its complete refund policy terms and conditions.

    • Disclose if training and/or assessment is being delivered on its behalf by a third party.

Do not give or offer to give any gift or other benefit to a student including a prospective student or any other persons, which in the department’s reasonable opinion could be viewed as an inducement or likely to influence enrolment with the supplier in a qualification subsidised under the program.

Ref: Skills Assure supplier audit evidence requirements

*Skills Assure Supplier Marketing and Disclosure Directive:

Requirement

Explanation

Requirement

Explanation

Principle One - No Third-Party Marketing

Only Strategix, as the approved provider to deliver training for a funded program by the DESBT, is permitted to market or advertise that program. A third party is any entity, other than Strategix. A third party operates as a separate entity, either with or without a contract or agreement.

Marketing for any program (C3G, UC, VETiS Funding, HLS, etc.) can only be marketed by Strategix.

Principle Two - Clearly Identify the Program

All marketing must include the Skills Assure identifier (word mark and positioning statement) in line with the usage guidelines.

 

All marketing must include the correct and full name of the funding program if it is used in the advertising.

It is not acceptable to use abbreviations. For example, ‘Certificate 3 Guarantee program’ or ‘Certificate 3 Guarantee’ and not C3G or Certificate III Guarantee

 

Principle three - Queensland Coat of Arms

Do not use the Queensland Coat of Arms or other Queensland Government intellectual property, with the exception of public vocational education and training (VET) providers with the required Queensland Government authorisation to do so.

Principle Four - Advertise Appropriate Qualification Levels

In most cases, a SAS is only permitted to market or advertise the vocational qualification level primarily targeted by the funding program (for example, Certificate 3 Guarantee targets Certificate III level vocational qualifications). The marketing or advertising of lower-level vocational qualifications is only permissible when the qualification is either:

  • A pre-apprenticeship qualification providing basic trade skills to facilitate recruitment into a related apprenticeship

  • Delivered as part of a VET in Schools (VETiS) program.

Advertise:

  • School-based traineeship

  • VETiS Program (funded)

  • Certificate 3 Guarantee

  • User Choice

  • Higher Level Skills

Do not advertise:

  • Foundation Skills units

Principle Five — Responsible Marketing Practice

Do not market or advertise itself to the marketplace for a program prior to the start date approved by the department

Don't advertise funding or a program before being approved

Do not market or advertise a qualification or course under a program prior to the start date approved by the department

Only advertise qualifications as per the agreement and only after it is approved.

Do not market or advertise qualifications that are not eligible for Queensland Government funding under the program, or suggest they are part of a Queensland government-funded program

Strategix must not market a training subsidy as an approved program, this includes:

  • Boost / Back to Work

  • SQW

Do not market, advertise or offer any gift or other benefit to a student, prospective student, employer or any other person which, in the department’s reasonable opinion, is considered to be an inducement or likely to influence the student, prospective student, employer or any other person to enrol with the SAS

Getting your Forklift licence with the qualification is considered an inducement, listing the units is acceptable practice in place of mentioning getting a licence.

Do not indicate the training is free or fee-free when a co-contribution fee is mandated under the program policy for the student cohort

 

Do not market or advertise program details which are inaccurate or no longer current

 

Do not make references to government funding that could be misleading.

 

Information disclosure requirements

The following information must be supplied to consumers prior to enrolment - The SAS must provide specific information about the program, qualification or course and co-contribution fee charges as prescribed in the relevant program policy. This includes the requirement to refer prospective students to the department’s student fact sheets developed for programs, so they have access to independent advice and a point of contact within the department if needed. These factsheets can be accessed at http://www.desbt.qld.gov.au/training/providers/funded

  • Fees should include the $ per unit on marketing material along with the full cost

  • Units are not required to be listed on Flyers unless advertising something along the lines of “Getting your Forklift licence” as this is classified as an inducement.

The following information must be supplied to consumers prior to enrolment - The SAS must disclose and publish in a prominent location on its RTO website the concessional and non-concessional co-contribution fees it will charge for each qualification it is approved to deliver under a program, and include with the fee information all pertinent information about the offering (see appendix 1 of the Skills Assure Supplier Policy 2021-23). The fee must be labelled as the ‘co-contribution fee’ on the RTO website so it is easily identifiable. The co-contribution fee must represent the total cost to the student to enrol in the offering, undertake training and be awarded the qualification.

  • The website must have the concessional and non-concessional co-contribution fees clearly visible

The following information must be supplied to consumers prior to enrolment - The SAS must provide a copy of, or access to, its complete refund policy terms and conditions.

 

The following information must be supplied to consumers prior to enrolment - The SAS must disclose if training and/or assessment is being delivered on its behalf by a third party.

 

IMPORTANT - Use of the Skills Assure logo must comply with the ‘Skills Assure Identifier Usage Guidelines’ contained in the following zip folder.


South Australia


Western Australia


New South Wales

Funding Source

Requirement

Reference

Smart and Skilled

The Provider can only market, publicise or otherwise communicate in connection to Smart and Skilled in accordance with the contract.

Smart and Skilled Operating Guidelines 1/1/2017 – 31/12/2017: 1.1

Smart and Skilled Contract Terms and Conditions 2017: 7 (m) (i)

The Provider must develop and implement strategies for the effective marketing of Smart and Skilled including all of their Approved Qualifications. These strategies must not rely solely on activities undertaken by the Department and via the Smart and Skilled website for promotion.

Smart and Skilled Operating Guidelines 1/1/2017 – 31/12/2017: 1.1

Smart and Skilled Contract Terms and Conditions 2017: 7 (m) (i)

Record keeping obligation: The provider must keep a copy of these strategies and all marketing and promotion materials, and demonstrate the implementation of the strategies

Smart and Skilled Operating Guidelines 1/1/2017 – 31/12/2017: 1.1

Use reasonable endeavours to carry out the marketing and promotion of all Approved Qualifications in accordance with the Operating Guidelines

Smart and Skilled Contract Terms and Conditions 2017: 7 (q) (i)


National / VET Student Loans

The VET Student Loans Rules 2016 have specific requirements for any marketing that mentions the possible availability of a VET Student Loan. The VET Student Loans program does not allow:

  • for any social media marketing to mention the availability of a VET Student Loan

  • for providers to engage in cold-calling to market courses and offer a VET Student Loan

  • for third parties (agents or brokers) to provide any information about a VET Student Loan

  • the offering of benefits such as laptops/tablets, prizes or vouchers of greater than a $30 value to encourage students to sign up for a VET Student Loan, and

  • the description of training that is paid for through the student’s VET Student Loan as being ‘free’, ‘government-funded’, or any other term that implies it is ‘not a loan’.

Any marketing or advertising material must clearly state that VET Student Loans must be repaid.

The following requirements are set out in Division 1 within the VET Student Loans Act 2016 (additional information can be found within the VET Student Loans Manual for Providers):

Requirement

Explanation

S.49 Provider must not use broker or agent

(1) An approved course provider contravenes this subsection if the provider enters into an arrangement (whether written or not) that provides for another person to do one or more of the following in relation to an approved course:

(a) enrol students, or accept applications for enrolment, in the course;

(c)* provide information or advice in relation to VET student loans (however described) for the course;

(d) assist students to complete or submit applications for a VET student loan for the course;

(e) assist, or provide support for, students who could be eligible for a VET student loan for the course to complete any assessments required to show that students are academically suited to undertake the course.

(2) Subsection (1) does not apply in relation to an arrangement that is:

(a) a contract of employment; or

(b) specified in the rules.

Note: Employees of approved course providers will be covered by other requirements that apply to approved course providers.

*Sect 49 in VET Student Loans Act 2016 is missing (b) and goes straight from (a) to (c).

An approved course provider must not enter into an arrangement with another person for that person to do any of the following in relation to an approved course [Act s 49]:

  • Enrol students, or accept an application to enrol students, in the course

  • Provide information or advice in relation to vet student loans for the course

  • Assist students to complete or submit applications for a VET Student Loan for the course

  • Assist, or provide support for, students who could be eligible for a VET Student Loan to complete any assessments required to show that students are academically suited to undertake the course.

This prohibition against arrangements with brokers or agents applies whether the arrangement is in writing or not.

This prohibition does not apply in relation to an arrangement that is a contract of employment [Act s 49] or with a member of the Australasian Conference of Tertiary Admission Centres [Rules s 96].

 

The following requirements are set out in Division 5 within the VET Student Loans Act 2016:

Requirement

Explanation

Requirement

Explanation

S.60 - Misrepresenting VET student loans

An approved course provider contravenes this section if the provider represents, whether by publishing or otherwise, that a VET student loan:

(a) is not a loan; or

(b) does not have to be repaid.

 

S.61 - Offering certain inducements

(1)  An approved course provider contravenes this subsection if:

   (a)  the provider:

         (i)  offers or provides a benefit; or

         (ii)  causes a benefit to be offered or provided; and

   (b)  the benefit would be reasonably likely to induce a person to apply for a VET student loan for a course.

(2)  Subsection (1) does not apply in relation to a benefit specified in the rules.

 

S.62 - Engaging in cold‑calling

(1)  An approved course provider contravenes this subsection if:

   (a)  the provider cold‑calls another person to market, advertise or promote a course; and

   (b)  when doing so, or as a result of doing so, the provider mentions the possible availability of a VET student loan (however described) for students undertaking the course.

(2)  Cold‑calling includes making unsolicited contact with a student:

   (a)  in person; or

   (b)  by telephone, email or other form of electronic communication.

Note: Student includes a prospective student: see section 6.

(3)  The rules may set out conduct that is taken to be cold‑calling.

An approved course provider must not when cold-calling another person to market, advertise or promote a course, mentions the possible availability of VET student loans for students undertaking the course [Act s 62(1)].

Cold-calling includes making unsolicited contact with a student (or prospective student) in person, or by telephone, email or other form of electronic communication [Act s 62(2)].

 

 

 

S.63  Use of third party contact lists

(1)  An approved course provider contravenes this subsection if:

(a)  the provider receives a student’s contact details from another person; and

(b)  the provider contacts the student to market, advertise or promote a course, or enrol the student in a course; and

(c)  when doing so, or as a result of doing so, the provider mentions the possible availability of a VET student loan (however described) for students undertaking the course.

(2)  Subsection (1) does not apply in circumstances specified in the rules.

An approved course provider must not use contact details received from another person to contact a student (or prospective student) to market, advertise or promote a course or enrol the student in a course, and in doing so mention the possible availability of a VET student loan [Act s 63].

This does not apply where the student (or prospective student) has given express consent to be contacted by the particular approved course provider [Rules s 138(1)]. A student is taken to have provided express consent if all the following are met [Rules s 138(2)]:

  • Information in the request was presented clearly, and set out the specific purpose for which the student’s personal information would be used if consent were given, and

  • The request was prominent, and

  • The student was able to give consent in a separate optional tick box from other consents, and

  • The request was not a required field to be answered in order for a person to submit other information, and

  • The request did not include a default tick for consent, and

  • The request named the provider, and

  • The request detailed any referral fee or other fee that would be paid to the person who made the request and any other benefit that would be provided to the person who made the request. 

A student is also taken to have provided express consent if the student initiates contact with a third party for the purposes of giving information to a provider, or getting information from a provider, relating to education and training [Rules s 138(3)]. The purpose of this provision is to allow students who are deliberately seeking information on courses from a particular provider to agree to being contacted.

S.64  Other marketing requirements

(1)  The rules may set out requirements in relation to marketing of courses in circumstances where tuition fees for the courses could be covered by VET student loans.

(2)  An approved course provider contravenes this subsection if the provider fails to comply with rules made for the purposes of subsection (1).

 

The following requirements are set out in Divisions 4 & 8 of the VET Student Loan Rules 2016:

Requirement

Explanation

Requirement

Explanation

Division 4 Retaining information and documents   

S.105  Information and documents to be retained for 5 years

The following information and documents must be retained by an approved course provider for a period of 5 years:

(j)  marketing and promotional material relating to approved courses.

Marketing and promotional material relating to approved courses to be retained for 5 years

Division 8, Subdivision A—Offering certain inducements

This Subdivision is made for the purposes of subsection 61(2) of the Act.

S.136 - Benefits that may be offered

The following benefits are specified:

(a) the content and quality of the course;

(b) the amount of the tuition fees for the course;

(c) the availability of a VET student loan for the course;

(d) marketing merchandise up to the total value of $30 per person.

 

Division 8, Subdivision B—Use of third party contact lists

This Subdivision is made for the purposes of subsection 63(2) of the Act.

S.138  Use of third party contact lists

(1)  Subsection 63(1) of the Act does not apply if the student has given express consent to being contacted by the provider.

(2)  The student is taken to have provided express consent if:

(a)  information in the request was presented clearly, and set out the specific purpose for which the student’s personal information would be used if consent were given; and

(b)  the request was prominent; and

(c)  the student was able to give consent in a separate optional tick box from other consents; and

(d)  the request was not a required field to be answered in order for a person to submit other information; and

(e)  the request did not include a default tick for consent; and

(f)  the request named the provider; and

(g)  the request detailed any referral fee or other fee that would be paid to the person who made the request and any other benefit that would be provided to the person who made the request.

(3)  The student is taken to have provided express consent if the student initiates contact with a third party for the purpose of:

(a)  giving information relating to education and training to the provider; or

(b)  getting information relating to education and training from the provider.

 

Division 8, Subdivision C—Other marketing requirements

This Subdivision is made for the purposes of subsection 64(1) of the Act.

S.140  Information that must be provided

An approved course provider must ensure that any marketing of its approved courses prominently mentions:

(a)  the provider’s name and any registered business name or other business name that the provider uses; and

(b)  the provider’s registration code; and

(c)  the maximum tuition fees for the course.

Referring to (c) The approved course provider must ensure that any marketing of an approved course it is offering or provides prominently mentions the maximum tuition fees for the course

The estimate must not exceed the maximum tuition fees for the course mentioned in marketing of the course

S.141  Information about fees

An approved course must not be marketed unless the tuition fees for the course:

(a)  have been published on the provider’s website in a way that is readily accessible by the public; and

(b)  have been given to the Secretary in accordance with section 115.

An approved course must not be marketed unless the tuition fees for the course (including tuition fees for units/parts of courses) have been published on the provider’s website in way that is readily accessible by the public. In addition, maximum course fees must be published on the My Skills website at http://www.myskills.gov.au ) [Rules s 141]. See ‘Giving the Secretary a list of fees’)

S.142  Marketing that mentions VET student loans

An approved course provider must ensure that any marketing in which the provider mentions the possible availability of a VET student loan (however described) for students undertaking a course:

(a)  prominently mentions:

(i)  the provider’s name and any registered business name or other business name that the provider uses; and

(ii)  the provider’s registration code; and

(iii)  that VET student loans will not be approved for students who do not meet eligibility requirements; and

(iv)  that a VET student loan gives rise to a VETSL debt that continues to be a debt due to the Commonwealth until it is repaid; and

(b)  presents the information covered by paragraph (a) in a font size that is approximately the same as any other marketing information that accompanies it; and

(c)  if the marketing is online—presents the information covered by paragraph (a) on the same webpage as the other marketing of the course; and

(d)  if the marketing uses the VET student loans logo—presents the logo in accordance with the style guide for the use of the logo published on the Department’s website.

An approved course provider must ensure that any marketing in which the provider mentions the possible availability of a VET student loan (however described) for students undertaking a course [Rules s 142]:

  • Prominently mentions:

    • That VET student loans will not be approved for students who do not meet eligibility requirements and 

    • That a VET student loan gives rise to a HELP debt that continues to be a debt due to the Commonwealth until it is repaid

  • Presents the information above in a font size that is approximately the same as any other marketing information that accompanies it and

  • If the marketing is online, presents the information covered above on the same webpage as the other marketing of the course and

  • If the marketing uses the VET student loans logo, presents the logo in accordance with the style guide for the use of the logo published on the department’s website (see Section 4.10.9).

 

An approved course provider must ensure the approved VET Student Loans logo is used in its complete and original form as provided by the Department. It cannot be rearranged or split into individual elements.

An approved course provider may use or co-brand the VET Student Loans logo with their own organisation’s logo and visual identity. The approved placement for the VET Student Loans logo is to the right of an approved course provider’s own logo.

The VET Student Loans Logo may be published on an approved course VET Student Loans provider’s website on the page outlining information about VET Student Loans. It may not be used on any other materials or printed publications such as office stationery, business cards, letterheads, signs and pamphlets. The VET Student Loans Logo may not be used by third parties.

The VET Student Loans Style Guide is available from https://www.dewr.gov.au/vet-student-loans/resources/vet-student-loans-style-guide.

S.143  Marketing through social media

An approved course provider must ensure that any marketing of the provider or its courses through social media does not mention the possible availability of a VET student loan (however described) for students undertaking a course.

An approved course provider must ensure that any marketing of the provider or its courses through social media does not mention the possible availability of a VET student loan for students undertaking a course [Rules s 143].

Social media includes, for example, Facebook, Instagram and Twitter.


CRICOS and ELICOS Marketing Requirements

Funding Source

Requirement

Reference

Funding Source

Requirement

Reference

CRICOS/ ELICOS

1.1 The registered provider must ensure that the marketing and promotion of its courses and education services in connection with the recruitment of overseas students or intending overseas students, including through an education agent (in accordance with Standard 4), is not false or misleading, and is consistent with Australian Consumer Law

National Code of Practice for Providers of Education and Training to Overseas Students 2018

1.2 The registered provider must, in seeking to enter into written agreements with overseas students or intending overseas students, not provide any false or misleading information on:

1.2.1 its association with any other persons or organisations the registered provider has arrangements with for the delivery of the course in which the student intends to enrol or may apply to enrol

1.2.2 any work-based training a student is required to undertake as part of the course

1.2.3 prerequisites—including English language proficiency—for entry to the course

1.2.4 any other information relevant to the registered provider, its courses or outcomes associated with those courses.

1.3 The registered provider must not:

1.3.1 claim to commit to secure for, or on the student or intending student’s behalf, a migration outcome from undertaking any course offered by the registered provider

1.3.2 guarantee a successful education assessment outcome for the student or intending student.

1.4 The registered provider must include its CRICOS registered name and registration number in any written or online material that it disseminates or makes publicly available for the purposes of:

1.4.1 providing or offering to provide a course to an overseas student

1.4.2 inviting a student to undertake or apply for a course, or

1.4.3 indicating it is able or willing to provide a course to overseas students.

1.5 The registered provider must not actively recruit a student where this conflicts with its obligations under Standard 7 (Overseas student transfers).


Marketing Policy

This policy sets out guidelines for the development of Strategix marketing material to ensure conformance with AQF, SNR, CRICOS, ELICOS and state-based legislative requirements. This policy includes all printed matter, media communications and the website.

This Marketing Policy will ensure that high standards and ethics are used in the marketing of training services to potential clients and that we will abide by this policy at all times.

Marketing materials include:

  • All training materials

  • Flyers/Course brochures/Posters

  • Student Prospectus’

  • Correspondence such as email and letters

  • Website including website requests (homepage, future students and events pages)

  • Student Handbook

  • Print advertisements (e.g. newspapers, magazines)

  • Posters

  • Letterhead

  • Signature block in email

  • Any part of marketing that may be separated or pulled out from the marketing materials

Breaches in this policy will be treated as serious misconduct and employees may be subject to disciplinary action.

Advertising and marketing material provided by Strategix or a third party on behalf of Strategix must follow the following guidelines:

  • Strategix must not give false or misleading information or advice in relation to:

    • Claims of association between providers

    • The employment outcomes associated with the course

    • Automatic acceptance into another course

    • Possible migration outcomes

    • Any other claims relating to the registered provider, its course or outcomes associated with the course

  • Will not rely solely on activities undertaken by the various government departments and their websites for promotion

  • Strategix will not advertise “Free” or “Discounted” training or offer inducements to gain student enrolment

  • Strategix will not market, advertise or offer any gift or other benefit to a student, prospective student, employer or any other person which may be considered to be an inducement or likely to influence the student, prospective student, employer or any other person to enrol with Strategix.

Logos and Trademarks

  • Use Strategix logos in accordance with the Strategix Style Guide

  • Only use the nationally recognised training (NRT) logo in accordance with the conditions of use

  • Ensure any accompanying statements or logos required by any Government body will be correctly included in any advertising or promotional material. For example; The Certificate 3 Guarantee program must appear as ‘Certificate 3 Guarantee program’ or ‘Certificate 3 Guarantee’ and not appear as C3G or Certificate III Guarantee

  • Will not use any logo, product names, icons, trademarks or other intellectual property of any State Department, or the State and Federal Government, without written permission

  • The following statements will only be used for products in respect of training and/or assessment within the current Strategix scope of registration:

    • Nationally Recognised Training

    • ASQA Recognised Training

    • Registered by ASQA to issue the following qualifications.

  • The registered name and CRICOS provider number must be included on written material including in electronic form that:

    • Makes an offer to overseas students or intending overseas students

    • Invites an overseas student or intending overseas student to undertake or apply to undertake a course, or

    • Holds itself out as able or willing to provide a course.

Course Information

During a marketing campaign, Strategix will be required to:

  • Not guarantee that:

    • A learner will successfully complete a training product on our scope of registration

    • A training product can be completed in a manner which does not meet the requirements of Clause 1.1 and 1.2, or

    • A learner will obtain a particular employment outcome where this is outside the control of Strategix.

  • Distinguish between nationally recognised training and assessment leading to the issuance of AQF certification document and any non-accredited training or assessment delivered by Strategix

  • Only include a non-current training product while it remains on Strategix’s scope of registration

  • Only state that a training product Strategix delivers will enable learners to obtain a licensed or regulated outcome where this has been confirmed by the industry regulator in the jurisdiction of the advertisement and/or training and assessment

  • Will not make comparisons between other organisations or use misleading or false comparisons of courses with others provided by competitors

  • Strategix will not, and will ensure that its agents and contractors do not, market, publicise or otherwise communicate information about the training or engage in any other conduct that may have the effect of encouraging students to choose a Strategix-based product on price or other inducements (including any financial or other benefits)

  • Make misleading statements concerning the qualifications or experience of staff

  • Refer to a subsidised course of study as “free” or the like

  • Inform students if the training product is in transition (i.e. superseded).

Social Media—Facebook, Twitter, LinkedIn, YouTube, Instagram

When team members use social media, etc to advertise and/or provide information on products, they must ensure:

  • Social media pages must include the Strategix codes (ie; RTO or CRICOS)

  • Communication on social media, such as posts/tweets, must include the relevant codes

  • Replies to comments made in response to these communications do not require our codes

  • Where advertising on social media references a specific training product, you must include the code and title of that training product (as published on the National Register).

Strategix may use the name and registration code as the name of our social media page. This may be beneficial where advertising mechanisms have word limits.

Third Parties (where applicable)

Any third-party providing training and assessment and/or other training-related business under Strategix’s RTO number must:

  • Ensure that any marketing meets the requirements of the relevant Standards

  • Clearly communicate that training and assessment are being provided by a third party

  • Include the name and code of all RTOs that may issue certification. As stipulated by the NVR Act 2011, where any person promotes all or part of a VET course or offers to provide all or part of a VET course, the name and registration code of the RTO who would award the qualification/statement of attainment must be included. Where a VET course is being promoted that may be offered by multiple RTOs

  • Make it clear where recruiting prospective learners on behalf of Strategix

  • Not market, publicise or otherwise communicate information about the training or engage in any other conduct that may have the effect of encouraging students to choose a Strategix-based product on price or other inducements (including any financial or other benefits)

  • Obtain written permission from the owner of any article/item/testimonial and/or photograph/video which is to be used in marketing campaigns. This must be documented.

Administration

  • Strategix will retain copies of marketing strategies and all marketing and promotion materials to demonstrate the implementation of the strategies

  • All participants will be provided with the following information:

    • Admission procedure and criteria

    • Any required competencies

    • Assessment procedure

    • Course costs

    • Refund policy

    • Withdrawal policy

    • Grievance procedure.

  • On completion of training courses, participants reaching the required standard of competencies will receive an appropriate certificate.

Standards For RTO’s 2015 Marketing Requirements

At a national level, Strategix must meet specific marketing requirements set out in Standard 4 of the Standards for RTO’s 2015.

Standard 4 states: Accurate and accessible information about an RTO, its services and performance is available to inform prospective and current learners and clients.

To be compliant with Standard 4, the RTO must meet the following:

Requirement

Explanation

Requirement

Explanation

Standard 4.1

Information, whether disseminated directly by the RTO or on its behalf, is both accurate and factual, and:

a) accurately represents the services it provides and the training products on its scope of registration;

Refer to https://training.gov.au/Organisation/Details/31418

b) includes its RTO Code;

c) refers to another person or organisation in its marketing material only if the consent of that person or organisation has been obtained

 

d) uses the NRT Logo only in accordance with the conditions of use specified in Schedule 4;

Schedule 4:

Advertisements and promotional information in any medium (print, television, radio, banners, internet, etc.):

  • RTOs registered by any VET Regulator may use the NRT Logo to promote nationally recognised training provided that training is within the RTO’s scope of registration.

  • Impressions must not be created that may lead an observer to conclude the NRT Logo applies to all training provided by the RTO, if this is not the case. The NRT Logo cannot be used by an RTO where the training is accredited, but is outside the scope of registration of the RTO. Where training is being promoted and does not meet the requirements stipulated in the VET Quality Framework or is outside the RTO’s scope of registration, it must be made clear the NRT Logo is not associated with that training.

  • Use of the NRT Logo is only permitted where there is a direct relationship to an AQF qualification and/or unit of competency as specified within training packages or VET accredited courses.

Student information (brochures, course handbooks, prospectuses, etc.):

  • When an RTO is promoting the training it offers and wishes to use the NRT Logo, its promotional material such as brochures, handbooks and prospectuses must clearly distinguish between nationally recognised training within the scope of registration and that which is not nationally recognised.

Corporate stationery, business cards, buildings, training resources and marketing products:

  • The NRT Logo must not be used on products such as corporate stationery, business cards, building signage, mouse pads, pens, satchels, packaging around products nor learning resources supporting training.

Currently not using NRT Logo on any marketing material.

e) makes clear where a third party is recruiting prospective learners for the RTO on its behalf;

Definition from Standards: “Third party means any party that provides services on behalf of the RTO but does not include a contract of employment between an RTO and its employee.”

In short; anyone who is not employed by Strategix who is marketing services is defined as a third party.

f)     distinguishes where it is delivering training and assessment on behalf of another RTO or where training and assessment is being delivered on its behalf by a third party;

Any third-party training or assessment needs to be included in the marketing material

g)    distinguishes between nationally recognised training and assessment leading to the issuance of AQF certification documentation from any other training or assessment delivered by the RTO;

Non-accredited courses must be identified as such on any marketing material and not reflect anything relating to accredited training. i.e. don't use course codes or names from training.gov.au on non-accredited training.

h)    includes the code and title of any training product, as published on the National Register, referred to in that information*;

Refer to ASQA Fact Sheet - Marketing and Adverstising for further guidelines

i)      only advertises or markets a non-current training product while it remains on the RTO’s scope of registration;

Never market qualifications not on scope or past their transition period

j)      only advertises or markets that a training product it delivers will enable learners to obtain a licensed or regulated outcome where this has been confirmed by the industry regulator in the jurisdiction in which it is being advertised;

 

k)    includes details about any VET FEE-HELP, government-funded subsidy or other financial support arrangements associated with the RTO’s provision of training and assessment; and

 

l)      does not guarantee that:

i)      a learner will successfully complete a training product on its scope of registration; or

ii)     a training product can be completed in a manner which does not meet the requirements of Clause 1.1 and 1.2; or

iii)    a learner will obtain a particular employment outcome where this is outside the control of the RTO.

 

Clause 1.1 and 1.2

1.1. The RTO’s training and assessment strategies and practices, including the amount of training they provide, are consistent with the requirements of training packages and VET accredited courses and enable each learner to meet the requirements for each unit of competency or module in which they are enrolled.

1.2. For the purposes of Clause 1.1, the RTO determines the amount of training they provide to each learner with regard to:

a) the existing skills, knowledge and the experience of the learner;

b) the mode of delivery; and

c) where a full qualification is not being delivered, the number of units and/or modules being delivered as a proportion of the full qualification.

Referring to point ii), Strategix must only advertise as per the TAS. If no TAS, do not market.

RTO and Contract Codes

  • Under the Act, Strategix must ensure that the registered business name and both the RTO and CRICOS provider numbers are included in such materials as the prospectus, application form, letters of offer and enrolment form if those materials perform one or more of the three functions described by the Act and mentioned above

  • The registered provider’s name and the CRICOS provider number must be clearly identified in marketing material for overseas students. This means that all written and electronic material that is used for marketing and recruitment of overseas students must list the Strategix legal entity and CRICOS code. The Strategix trading name is not required, but may also be included:

    • Include the registration code (eg; RTO Code 31418)

    • CRICOS Provider Code for CRICOS and ELICOS marketing

    • Include the full code and title of any training product (as published on http://training.gov.au )

    • Include the name and RTO code of any third party that will be delivering training and assessment on behalf of Strategix.

Statements of Attainment and Certificates

Issuing Certificates

RTOs must include the following information on AQF qualifications (Certificates):

  • The name, RTO code and logo of the issuing organisation;

  • The code and title of the awarded AQF qualification; and

  • The NRT Logo in accordance with the current conditions of use contained in Schedule 4 of the Standards (i.e on scope)

  • The testamur or graduation statement for all AQF qualifications issued will identify the qualification as an AQF qualification either by the words ‘The qualification is recognised within the Australian Qualifications Framework’ or the use of any AQF logo authorised by the AQF Council. The AQF logo or these words must not be used on certification documentation for non-AQF qualifications. (AQF Issaunce Policy Jan 2022)

  • Must also include:

    • Student’s name

    • date of issue/award/conferral

    • Person(s) in the organisation authorised to issue the documentation

    • authenticity of the document in a form to reduce fraud such as the issuing organisation’s seal, corporate identifier or unique watermark. (AQF Issaunce Policy Jan 2022)

The following elements are to be included, where applicable:

  • The State / Territory Training Authority logo (only where use of the logo is directed by State / Territory Training Authorities, e.g. within User Choice contracts);

  • The industry descriptor, e.g. Engineering;

  • The occupational or functional stream, in brackets, e.g. (Fabrication);

  • Where relevant, the words, ‘achieved through Australian Apprenticeship arrangements’; and

  • Where relevant, the words, ‘these units/modules have been delivered and assessed in <insert language> followed by a listing of the relevant units/modules.

Issuing Statements of Attainment

RTOs must include the following information on a statement of attainment:

  • The name, RTO Code and logo of the issuing organisation;

  • A list of units of competency (or modules where no units of competency exist) showing their full title and the national code for each unit of competency;

  • The authorised signatory;

  • The NRT Logo;

  • The issuing organisation’s seal, corporate identifier or unique watermark;

  • The words ‘A statement of attainment is issued by a Registered Training Organisation when an individual has completed one or more accredited units’.

Also need to include:

  • student’s name.

The following elements are to be included on the statement of attainment as applicable:

  • The State/Territory Training Authority logo (only where use of the logo is directed by State/ Territory Training Authorities);

  • The words ‘These competencies form part of [code and title of qualification(s)/course(s)]’;

  • The words, ‘These competencies were attained in completion of [code] course in [full title]’; and

  • Where relevant, the words, ‘these units / modules have been delivered and assessed in <insert language>’ followed by a listing of the relevant units/modules.

No AQF logo on a statement of attainment as its only partial completion.

Source: Standards for Registered Training Organisations (RTOs) 2015, Schedule 5

Marketing Audit

The Compliance department conducts an audit every 3 months (refer to Marketing Audit Schedule) to ensure the marketing material is in line with all requirements. Any findings are recorded on the marketing audit spreadsheet, branding is advised of the outcomes and is required to make any changes.

Date

Attendees

Items to be Audited

Tools

Date

Attendees

Items to be Audited

Tools

January

Branding and Compliance

Website

Audit Checklist and Log, TAS, Marketing Policy and Procedure, State Requirements

April

Branding and Compliance

Brochures/Flyers

Audit Checklist and Log, TAS, Marketing Policy and Procedure, State Requirements

July

Branding and Compliance

Social Media

Audit Checklist and Log, TAS, Marketing Policy and Procedure, State Requirements

October

Branding and Compliance

Physical Marketing

Audit Checklist and Log, TAS, Marketing Policy and Procedure, State Requirements


Authority

  • List here

See Funding

Regulatory Documents

  • SNR 4.1, 5.1-5.4

  • CRICOS 1

List the Contract, audit evidence requirements, standards etc. and the applicable section or clause from each document

Approved By

Name here

Details / Decisions:


  • Service Agreement

  • Student Handbook

  • Marketing materials related to the qualification, such as advertisements and final proofs.