CPD

Financial planning

TAL has introduced four new courses to its Risk Academy focused on ethical dilemmas as part of Ethics Month to help advisers meet their CPD requirements....

Financial planning

TAL Risk Academy announces new ethics training module

TAL will deliver a learning program focused on the Code of Ethics that will count towards advisers’ CPD requirements, as part of its ‘Ethics Month’. ...

People & Products

Diverger offers CPD platform to advisers

Diverger has expanded its service offering with a CPD and technical support platform for advisers....

Financial planning

The challenge to meet ethics requirements

Organisations have acknowledged advisers’ concern about achieving nine hours of ethics and professionalism CPD, stating it is “quite a challenge” for both parties to meet...

Financial planning

Pro bono work needed to reduce advice gap

Including one day a year pro bono work as continuing professional development could help to reduce the advice gap and boost the advice industry’s reputation within the co...

Financial planning

FASEA standards don’t adequately recognise previous study

There needs to be a better recognition of previous study undertaken by financial planners, and in particular continuing professional development studies, according to the...

Financial planning

FASEA needs overhaul under ASIC

The continuing profession development guidelines need to be addressed to remove duplication for tax financial advisers and there needs to be a consultation process which ...

Financial planning

Professionalising advice occupation hampered by licencing regime

Licensees should not be chasing financial advisers on CPD, when they are going to sit the exam, or education, as that is not a hallmark of a recognised profession, accord...

Financial planning

Help given to prevent financial abuse

An online platform will help advisers to prevent their clients from suffering financial abuse as misconduct rises during the COVID-19 pandemic. ...

Financial planning

FASEA formalises CPD relief

The legislative instrument that will grant three-month continuing professional development relief for advisers due to the COVID-19 pandemic has been formalised by FASEA....

Funds management

New climate rating for companies

Amundi Asset Management has become one of the first asset managers to announce it will use a set of climate ratings developed by global non-profit CPD to measure the glob...

Financial planning

FASEA's degrees and prior learning recognition still in question

Both stockbrokers and risk advisers are continuing to lobby Parliamentarians for changes to the Financial Adviser Standards and Ethics Authority regime to better recognis...

Financial planning

Parliamentarian references adviser fears of ASIC retribution

A member of a key Parliamentary Committee has queried whether financial planners are too afraid to challenge the Australian Securities and Investments Commission because ...