AFA treads new pathway
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.
Recommended for you
Licensee Centrepoint Alliance has completed the acquisition of Brighter Super’s annual review service advice book, via Financial Advice Matters.
ASIC has launched court proceedings against the responsible entity of three managed investment schemes with around 600 retail investors.
There is a gap in the market for Australian advisers to help individuals with succession planning as the country has been noted by Capital Group for being overly “hands off” around inheritances.
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager.