FPA asks members for FASEA exam feedback
The Financial Planning Association (FPA) has issued an online questionnaire for members to complete regarding the Financial Adviser Standards and Ethics Authority’s (FASEA’s) proposed Financial Adviser Examination guidance, which will guide its submission to the Authority.
FPA chief executive, Dante De Gori, warned that the proposed exam would be a “very significant” part of FASEA’s reforms as all advisers would be required by law to pass it before being able to provide personal financial advice to clients.
As such, he urged all members to complete the questionnaire before 20 July. Its early closure date was reflective of the tight deadline imposed by FASEA for feedback on the guidance.
“There is a very tight time frame for gathering feedback, so I encourage all members to complete the online questionnaire ahead of the close date on 20 July,” De Gori said.
The questionnaire would shut on 20 July, this year, ahead of the 31 July closure date for consultation submissions to the Authority.
Recommended for you
A financial advice firm has seen a weekly decline of 10 advisers, with all moving to a new licensee, while Centrepoint Alliance continues its “growth story”.
Sequoia Financial Group has seen a top-level reshuffle as the chair of the board, John Larsen, steps down after five years in the position.
As statements of advice move into the rear-view mirror, Vital Business Partners explores how financial advisers are adopting innovative documentation strategies.
Adviser Ratings has explored whether there is a financial benefit to advice firms seeking to have a specialised client base in terms of client assets and fees charged.
