CPD

Financial planning

TAL will deliver a learning program focused on the Code of Ethics that will count towards advisers’ CPD requirements, as part of its ‘Ethics Month’. ...

People & Products

Diverger has expanded its service offering with a CPD and technical support platform for advisers....

image
Financial planning

Organisations have acknowledged advisers’ concern about achieving nine hours of ethics and professionalism CPD, stating it is “quite a challenge” for both parties to meet...

image
Financial planning

Including one day a year pro bono work as continuing professional development could help to reduce the advice gap and boost the advice industry’s reputation within the co...

image
Financial planning

There needs to be a better recognition of previous study undertaken by financial planners, and in particular continuing professional development studies, according to the...

image
Financial planning

The continuing profession development guidelines need to be addressed to remove duplication for tax financial advisers and there needs to be a consultation process which ...

image
Financial planning

Licensees should not be chasing financial advisers on CPD, when they are going to sit the exam, or education, as that is not a hallmark of a recognised profession, accord...

image
Financial planning

An online platform will help advisers to prevent their clients from suffering financial abuse as misconduct rises during the COVID-19 pandemic. ...

image
Financial planning

The legislative instrument that will grant three-month continuing professional development relief for advisers due to the COVID-19 pandemic has been formalised by FASEA....

image
Funds management

Amundi Asset Management has become one of the first asset managers to announce it will use a set of climate ratings developed by global non-profit CPD to measure the glob...

image
Financial planning

Both stockbrokers and risk advisers are continuing to lobby Parliamentarians for changes to the Financial Adviser Standards and Ethics Authority regime to better recognis...

image
Financial planning

A member of a key Parliamentary Committee has queried whether financial planners are too afraid to challenge the Australian Securities and Investments Commission because ...

image
Financial planning

FASEA has opened for consultation its proposal to grant advisers an additional three months to meet the 40-hour CPD requirement....

image
Financial planning

FASEA has granted a once off three-month extension to meet the 40-hour CPD requirement....

image
Financial planning

Financial advisers will no longer have to record continuing professional development for RG146 as it has effectively been replaced by the Financial Adviser Standards and ...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

3 days 14 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

3 days 14 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

4 days 14 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago