First for financial planning education
The critical issues in education and training for the financial planning profession will be addressed in November, in the one of the first Financial Planning Educators Symposiums.
The critical issues in education and training for the financial planning profession will be addressed in November, in the one of the first Financial Planning Educators Symposiums.
Professor of Accounting at University of Western Sydney (UWS), Roger Juchau says the symposium will give industry bodies and individuals an opportunity to discuss the changes and issues facing financial planning education.
“This is the first symposium of its kind held in Australia. We believe it is high time to confront the issues in financial planning education,” he says.
Juchau believes financial planning is one of the few professions where people must constantly anticipate “tomorrow and deal with the future”.
He says the challenges and issues to be discussed include curriculum trends and developments, professional and industry training initiatives, regulation and pru-dential supervision developments, undergraduate and postgraduate education pro-vision.
He says participants will also find out about research opportunities, academic and professional education linkages, professional certification trends and continuing education challenges.
Professor Thomas Eysell from the University of Missouri will also discuss the lat-est international trends and developments in the US financial planning education.
The symposium will be hosted by the University of Western Sydney (UWS) Hawkesbury, Financial Services Group from November 9-10.
AUTHOR
Recommended for you
Sequoia Financial Group has announced it is selling off its Informed Investor subsidiary which it acquired in April 2022.
Wealth Data has examined which advice business model has seen the most growth since the start of the year including those that offer holistic advice.
Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved.
With only one-quarter of advice practices actively seeking feedback from clients, the Financial Advice Association Australia has emphasised why this is a critical tool for client retention.
