EDUCATION

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....

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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....

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Financial planning

The Association of Financial Advisers has warned of an exodus of experienced advisers if the Government imposes an AQF 7 minimum....

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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....

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Financial planning

The Government has been told existing planners will likely need more time to sensibly move to degree level educational qualifications....

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Financial planning

Risk advisers are specialists and require their own professional standards stream, says Synchron’s Don Trapnell....

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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....

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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...

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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....

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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. ...

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Financial planning

The majority of financial advisers support the push for higher education standards, Kaplan Professional believes....

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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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Financial planning

The Government’s decision to lift minimum education standards for new planners puts 22,500 existing financial planners in limbo, DeakinPrime warned. ...

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Policy & Regulation

The Government’s response to the FSI to lift professionalism in financial advice and planning through education has been welcomed by industry bodies...

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Policy & Regulation

The Government’s FSI response has delivered on higher educational standards for planners together with enshrinement of the term “financial planner/adviser”....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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