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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....
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...
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...
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...
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 ...
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...
Financial planning
An online platform will help advisers to prevent their clients from suffering financial abuse as misconduct rises during the COVID-19 pandemic. ...
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....
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...
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...
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 ...
Financial planning
FASEA has opened for consultation its proposal to grant advisers an additional three months to meet the 40-hour CPD requirement....
Financial planning
FASEA has granted a once off three-month extension to meet the 40-hour CPD requirement....
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 ...
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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...