AFA treads new pathway

AFA/compliance/financial-advisers/association-of-financial-advisers/

4 March 2008
| By Liam Egan |

The Association of Financial Advisers has appointed financial services educator PS146 Training Australia as education provider for its range of courses.

At the same time it has also launched a new ‘Pathway to Fellow Chartered Financial Practitioner’ (FCHFP) training program for AFA members, which will be delivered in conjunction with PS146 Training Australia.

“The program is focused on delivering better training and education to AFA members to enable them to deliver better advice outcomes to Australian consumers,” AFA president Dennis Bateman said.

“The Australian community needs access to good quality advice by advisers who understand their needs and can work with them over the long term.”

The Pathway will consist of four courses that will “focus on practical skills to assist advisers and their practices to focus on a range of outcomes that are lacking in the market,” Bateman said.

The four units are: ethics and compliance in practice; client engagement and advice; understanding, applying and implementing financial solutions; and managing an advice business.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 2 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 2 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo