AFA/Integratec build new planner course

financial-planning/AFA/financial-planning-association/financial-planners/risk-insurance/

8 August 2002
| By George Liondis |

The Associationof Financial Advisers (AFA) will join the ranks of financial planning educators after linking up with Integratec to develop a series of training courses for its members.

It is understood the AFA has commissioned the financial services training specialists to produce the courses in order to augment the training requirements needed to achieve its fledgling financial planning designation, the Certified Financial Adviser (CFA).

In March, the AFA announced it would make the CFA designation available to its members who completed existing industry recognised courses, such as the Financial Planning Association’s (FPA) Diploma of Financial Planning, but also mooted that it would launch its own range of training programs.

It is understood the AFA will allow its members to combine existing industry courses with those developed by Integratec specifically for the association to attain specialist credentials under the CFA.

Under the CFA designation, financial planners can achieve specialist qualifications in specific areas such as risk insurance, superannuation and investments, as well as general financial planning.

The move by the AFA to offer the courses puts it on par with other professional associations, such as the FPA and CPA Australia, which offer training courses in financial planning.

It is understood the AFA will officially launch the new education program at its annual conference in October.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 2 weeks ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

2 weeks 6 days ago

The central bank has released its decision on the official cash rate following its November monetary policy meeting. ...

2 weeks 6 days ago

The CEO of L1 Group, formerly known as Platinum Asset Management, has stepped down with immediate effect, and the asset manager has announced his replacement....

3 weeks 5 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo