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ADVISER EDUCATION
Financial planning
It will transition to computer-based testing for all three levels of the CFA program in 2021 with the transition already beginning for Level 1....
Financial planning
The list of approved education programs and courses to meet the Financial Adviser Standards and Ethics Authority has been expanded following a consultation process....
Financial planning
Members will be given discounts between 10 to 15 per cent across five institutions....
Financial planning
Almost 500 advisers have attended the first ethics training course run by TAL, as industry players rush to assist planners in meeting the impending Financial Adviser Stan...
Financial planning
Are planners staying or going in the face of the new Financial Adviser Standards and Ethics Authority regime? Please let Money Management know....
Financial planning
The Financial Adviser Standards and Ethics Authority has issued its final education policy outline with the promise of regular updates and confirmation of refinements....
Financial planning
The Association of Financial Advisers has accused the Financial Adviser Standards and Ethics Authority of being ‘absolutely unreasonable” with respect to its start-date f...
Financial planning
AMP’s chief executive, Michael Wilkins, has told the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry that education has be...
Financial planning
AMP and Griffith University have joined to help financial advisers meet the Financial Advisers Standards and Ethics Authority’s new requirements. ...
Financial planning
The Financial Planning Association has issued a carefully measured response to the latest Financial Adviser Standards and Ethics Authority blueprint, arguing it needs mor...
Financial planning
The SMSF Association has urged the Financial Adviser Standards and Ethics Authority to prioritise finding a workable solution rather than rushing to meet its implementati...
Financial planning
While the Financial Adviser Standards and Ethics Authority’s updated standards show some positives, advisers are still going to be impacted by the regulator’s arbitrary d...
Financial planning
The Financial Adviser Standards and Ethics Authority has been warned against over-complicating the transition of practising advisers who hold foreign qualifications....
Financial planning
Mentor Education’s founder, Mark Sinclair has said that older advisers who feel pushed out of the industry by FASEA’s reforms could instead find roles as mentors, coaches...
Features
Regtech, artificial intelligence, on-demand online education services, and pre-emptive risk detection are the ways of the future for the financial advice industry to tack...
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...