What are you really doing post-FASEA?
The Financial Adviser Standards and Ethics Authority (FASEA) may have rolled out an education pathways policy but do financial advisers, as yet, have enough information to make a decision about their futures?
Money Management is asking financial planners and other financial services participants to complete this short survey to determine not only whether advisers feel they have received enough information from FASEA but how many have already made decisions and initiated either their pursuit of more qualifications or their exit from the industry.
Surveys conducted last year by both the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) suggested that more than 30 per cent of financial planners may be preparing to exit the industry, but more recent feedback has pointed to planners already seeking to enrol in the degree courses identified by FASEA.
Please take the time to complete the survey and Money Management will share both the results and the anonymous sentiments of respondents over coming weeks.
Recommended for you
Sharing his reasoning in joining the FSC board, WT Financial chief executive, Keith Cullen, believes “product and advice cannot be separated” from each other in the current environment.
The Emerge Foundation, a charity run by financial advisers and fund managers, has announced a scholarship program to help veterans transition into tertiary education.
In an open letter, Sequoia chief executive Garry Crole has hit out against shareholders “with a personal axe to grind” as he fights for his job ahead of an EGM.
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.
