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EDUCATION
Financial planning
New survey data prompts call for more consumer education around life/risk to encourage a self-directed approach....
Financial planning
Most of the industry input around advice education standards came from institutions and industry associations, and lacked input from all stakeholders....
Financial planning
The Federal Government has been told that the voices of too few grass roots advisers have been heard in the FSI and PJC processes....
Financial planning
Reforms to education for advisers should include pathways for existing advisers, and risk advisers with decades of experience should not have to re-train....
Financial planning
A substantial number of experienced advisers may leave the market place, if they require a degree or degree equivalent, Pathway Licensee Services believes....
Financial planning
The Association of Financial Advisers has warned of an exodus of experienced advisers if the Government imposes an AQF 7 minimum....
Financial planning
The key financial services groups are unified in their view that existing planners will need more than a two-year transition to become degree qualified....
Financial planning
The Government has been told existing planners will likely need more time to sensibly move to degree level educational qualifications....
Financial planning
Risk advisers are specialists and require their own professional standards stream, says Synchron’s Don Trapnell....
Financial planning
While 22 per cent of Australians believe they do not need a financial planner, 23 per cent are kept up at night by their finance, according to a survey....
Features
Education and professionalism are the key to building trust in the financial advice industry and attracting more people to the industry, which would mean more consumers w...
Policy & Regulation
Mike Taylor reflects that 2015 was a year of policy challenges for the financial services industry, many of which will continue into 2016....
Financial planning
CBA launches a program to educate its employed financial planners on women’s unique financial needs, as well as promote financial planning as a profession for women. ...
Financial planning
The majority of financial advisers support the push for higher education standards, Kaplan Professional believes....
Financial planning
The financial planning university challenge, run through AMP's Horizons program, has attracted a record number of female entrants this year, with the competition winners ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...