ADVISER EDUCATION

Financial planning

Industry bodies have welcomed a government announcement that it will reform the education standards for financial advisers by opening up the number of approved degrees th...

Financial planning

It will transition to computer-based testing for all three levels of the CFA program in 2021 with the transition already beginning for Level 1....

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Financial planning

The list of approved education programs and courses to meet the Financial Adviser Standards and Ethics Authority has been expanded following a consultation process....

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Financial planning

Members will be given discounts between 10 to 15 per cent across five institutions....

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Financial planning

Almost 500 advisers have attended the first ethics training course run by TAL, as industry players rush to assist planners in meeting the impending Financial Adviser Stan...

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Financial planning

Are planners staying or going in the face of the new Financial Adviser Standards and Ethics Authority regime? Please let Money Management know....

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Financial planning

The Financial Adviser Standards and Ethics Authority has issued its final education policy outline with the promise of regular updates and confirmation of refinements....

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Financial planning

The Association of Financial Advisers has accused the Financial Adviser Standards and Ethics Authority of being ‘absolutely unreasonable” with respect to its start-date f...

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Financial planning

AMP’s chief executive, Michael Wilkins, has told the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry that education has be...

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Financial planning

AMP and Griffith University have joined to help financial advisers meet the Financial Advisers Standards and Ethics Authority’s new requirements. ...

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Financial planning

The Financial Planning Association has issued a carefully measured response to the latest Financial Adviser Standards and Ethics Authority blueprint, arguing it needs mor...

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Financial planning

The SMSF Association has urged the Financial Adviser Standards and Ethics Authority to prioritise finding a workable solution rather than rushing to meet its implementati...

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Financial planning

While the Financial Adviser Standards and Ethics Authority’s updated standards show some positives, advisers are still going to be impacted by the regulator’s arbitrary d...

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Financial planning

The Financial Adviser Standards and Ethics Authority has been warned against over-complicating the transition of practising advisers who hold foreign qualifications....

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Financial planning

Mentor Education’s founder, Mark Sinclair has said that older advisers who feel pushed out of the industry by FASEA’s reforms could instead find roles as mentors, coaches...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

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Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

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AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

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ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

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