FASEA

Expert Analysis

The focus on sustainable investments, from investors and regulators, has reached a tipping point. This provides both challenges and opportunities for financial advisers, ...

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Financial planning

Adviser struggles included three of the Standards, ethical obligations, understanding client best interests, and understanding the difference between types of advice....

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Financial planning

The August exam saw 65% of re-sitters pass, compared to the average of 54%, and 10,000 overall have now completed the exam. ...

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Financial planning

Although it costs over $200 to apply for a re-mark for a failed FASEA exam attempt, it is possible for it to succeed....

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Expert Analysis

The FASEA exam can seem like a daunting prospect but, Brian Knight writes, the facts of the task are less scary than the myths....

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Financial planning

The exodus continues among financial advisers offset in a small way by a modest but growing number of provisional advisers. ...

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Financial planning

Understanding the full implications of the code of ethics and its implementation as well as the best interests duty might be bothering some advisers....

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Financial planning

Due to the current stay at home restrictions and unavailability of physical locations, Melbourne’s FASEA exam will be held online only....

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Financial planning

The SMSF Association has launched nine compulsory online modules as part of its SMSF Specialist Advisor designation. ...

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Financial planning

There will be six exam sittings in 2021 across 31 locations with online proctoring available....

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Financial planning

Two additional financial planning electives from the Securities Institute Graduate Diploma of Applied Finance and Investment, from 1991 until 2007, have been approved by ...

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Financial planning

Synchron’s Don Trapnell has renewed his call for specialist life/risk advisers to be held to a different level of educational requirements to advisers providing holistic ...

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Financial planning

The Financial Planning Association has used an updated pre-Budget submission to urge the Government to roll functions of the Financial Adviser Standards and Ethics Author...

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Financial planning

Industry superannuation funds believe they are on safe ground in providing both scaled advice and intrafund advice citing the authority of the Australian Securities and I...

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Financial planning

The Financial Adviser Standards and Ethics Authority has confirmed that financial advisers will face higher costs in obtaining a financial advice degree as a result of Go...

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