MLC launches preparation course for planners
MLC has launched a new program called Pathway to Advice Excellence to help prospective financial planners start out in the industry.
The four-day course targets people who are on their way to gaining their RG146 qualifications to make a move into financial planning.
The program will teach participants how to develop and implement financial strategies, engage clients, influence outcomes and apply their technical knowledge. Participants will also receive planning tips from existing advisers.
MLC general manager of business development, Peter Greenaway, said the program was opened following increasing demand from those already working in the financial services industry.
He added financial planning would become more attractive with the introduction of fiduciary duty as part of the Future of Financial Advice reforms, which he said would also improve the image of the industry.
“We are increasingly receiving enquiries from the likes of lawyers, bankers and asset managers who are seeking a career change and want to become trusted financial advisers,” Greenaway said. “This program has been designed with these people in mind”.
The National Australia Bank network has 450 advice businesses and 1,500 advisers.
Recommended for you
The month of April enjoyed four back-to-back weeks of growth in financial adviser numbers, with this past week seeing a net rise of five.
ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors.
The Financial Services and Credit Panel has made a written order to a relevant provider after it gave advice regarding non-concessional contributions.
With the election taking place on Saturday (3 May), Adviser Ratings examines how the two major parties could shape the advice industry in the future.
