The Financial Adviser Standards and Ethics Authority has granted one credit recognition of prior learning to coursework linked to the AFA’s FChFP designation and SAFAA’s ...
The CFA designation needed a higher degree of professionalism to build industry integrity and recognition, according to CFA Societies Australia....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...