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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. ...
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...
Policy & Regulation
The Government’s FSI response has delivered on higher educational standards for planners together with enshrinement of the term “financial planner/adviser”....
Financial planning
The AFA has turned to Adviser Ratings to help educate the public about the value of financial advice....
Financial planning
Advisers looking to join the AMP Adviser Academy will have to meet increased entry standards, as the company pushes to boost professional standards....
Financial planning
BT Group Licensees have launched a digital learning channel with educational programs for financial advisers. ...
Financial planning
Macquarie University’s launches Masters of Banking and Finance course for students wanting to enter the banking and finance industry....
Financial planning
Australia’s new generation of planners are more likely to hold a BA in Finance, Economics or Accounting than their predecessors....
Financial planning
Despite perceptions that financial planners are Lexus-driving money-makers, a large proportion of the industry take home relatively modest pay-packets, the Money Manageme...
Top 100
Moves to assess the landscape of financial planning should be lauded but, as Jason Spits writes, there needs to be more clarity as to who should populate that landscape....
Financial planning
Enrolments into the AFA Fellow Chartered Financial Practitioner designation has hit 500 since late 2013 when the curriculum was relaunched with Kaplan. ...
Financial planning
Skilled advisory staff with appropriate higher education standards are in increasing demand with paraplanners in the spotlight, according to Hays....
Policy & Regulation
Australia's banking industry is "committed to rebuilding consumer trust and confident in financial advice", the ABA stated in a submission to the Treasury. ...
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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...