Share trading education options increase
A niche education provider has received continuing professional development (CPD) accreditation status from the Financial Planning Association (FPA), increasing the options available to planners.
Share trading firm and registered training organisation Wealth Within has been granted full CPD status accreditation for its Diploma of Share Trading and Investment course. The company also offers a short course in share trading.
Wealth Within director of marketing Colin Owens said the diploma course is suited to “investors and financial planners alike”, and believes current market conditions make continuing education a key element to success.
The course aims to provide students with the knowledge and skills to trade on the share market while providing an understanding of strategies that may reduce risks and increase profits.
The accreditation allows financial planners who participate in the course to have it credited against their annual CPD requirements. The course can also be recognised towards a Bachelor of Applied Finance.
Recommended for you
State Street Global Advisors has made an equity investment in Ethic, a platform helping financial advisers to produce bespoke portfolios, reflecting the greater client demand for customised portfolios.
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test.
Quarterly Wealth Data analysis has uncovered positive improvements in financial adviser numbers compared with losses in the prior corresponding period.
Holding portfolios that are too complex or personalised can be a detractor for acquirers of financial advice firms as they require too much effort to maintain post-acquisition.
