DEGREE

Financial planning

There are still over 3,000 financial advisers on the Financial Advisers Register (FAR) who are without a degree and expect to rely on the experience pathway to continue t...

Financial planning

Two degrees have been approved by the Financial Adviser Standards and Ethics Authority to meet its education standards. ...

Financial planning

Some of Australia’s largest financial advice groups are facing the problem of too few advisers who are degree qualified leading to the need for strong succession planning...

Financial planning

The Financial Planning Association (FPA) has found that approximately 60 per cent of its members are degree-qualified, compared to 35 per cent industry-wide....

Financial planning

The Financial Planning Association has urged flexibility around which degrees will meet the needs of the new Financial Adviser Standards and Ethics Authority....

Financial planning

A growing number of financial advisers were committing to longer-term education as seen by the increased uptake of postgraduate programs, according to Kaplan Professional...

Financial planning

The Big four banks and smaller planning firms were internally promoting tertiary qualified paraplanners to combat the shortage of experienced financial planners with degr...

Financial planning

If advisers had a ‘professional year’ requirement instead of a tertiary degree, it could help solve the issue of professionalism and ethics....

Financial planning

Limited financial advisers should not need to complete a full financial planning bachelor degree, Mentor Education believes....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 1 day ago
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