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PROFESSIONAL YEAR
Financial planning
The JAWG has announced it is in talks with Treasury around five “core principles” to strengthen the education standards for new entrants to the financial advice space....
Financial planning
With the first financial adviser exam of the year under the new structure held on 26 March, candidates have described it “tough” despite changes – meaning questions are m...
Features
Retaining new entrants in the advice industry as they complete their Professional Year is a key focus for advice firms in 2024, with younger generations increasingly valu...
Financial planning
Money Management collates the recommendations of major associations and how they would like the financial advice exam to change in the future following consultation....
Financial planning
The FAAA expects to see a reduced fee to sit the financial adviser exam once the proposed changes are implemented, with the current cost sitting steep at $1,500 per attem...
Financial planning
Following the government’s proposed changes to the financial adviser exam, SIAA has made additional recommendations for better outcomes, such as enabling entrants to sit ...
Financial planning
Two Professional Year candidates have shared their thoughts with Money Management on ASIC’s proposed changes to the financial advice exam and what it will mean for their ...
Financial planning
TAL’s three Professional Year initiatives successfully encouraged new entrants into the financial advice industry throughout 2023, including 16 candidates completing thei...
Expert Analysis
Many advice practices believe that taking on Professional Year advisers will drain resources. But forward-thinking firms are putting them at the heart of their strategy t...
Financial planning
Managed accounts can be a benefit for advisers in their professional year, according to experts, as they pose a lower compliance burden and improved risk management. ...
Financial planning
Professional year candidates should be self-motivated and both them and their supervisors need to understand it could take far longer than one year, according to panellis...
Financial planning
Almost 20 students have filed a class action against James Cook University after discovering their financial planning degrees had not received accreditation, leaving them...
Financial planning
With more Professional Year candidates passing their financial adviser exam this week, an associate adviser has shared why graduates shouldn’t rush to become advisers and...
Financial planning
Members of the financial planning industry have shared with Money Management how they believe the Professional Year could be further developed. ...
Financial planning
Melbourne-based Lino Salzano earned the title of adviser at just 21 years old, and has described the process of how he got there....
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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...