Course challenges DFP
IntegraTec is challenging the FPA's Diploma of Financial Planning (DFP) course, after its latest course gained the go ahead from ASIC and the Vocational Educa-tion and Training Advisory Board (VETAB).
IntegraTec is challenging the FPA's Diploma of Financial Planning (DFP) course, after its latest course gained the go ahead from ASIC and the Vocational Educa-tion and Training Advisory Board (VETAB).
IntegraTec extensively revised its DFP1 equivalent entry level competencies course to meet new competency standards issued by ASIC. All financial service advisers must reach these standards.
IntegraTec general manager John Prowse says the group supports ASIC's moves to provide the industry with clear educational standards.
"We believe our course is one of the least expensive and most convenient ways for an adviser to meet the knowledge and skill requirements of PS146, and to gain an exemption from DFP1 at the same time," he says.
IntegraTec has been providing education to the financial planning industry for eight years and has just been bought by Intracorp's financial planning portal Finplanbiz, which is due to come online in the middle of this year.
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.