education requirements

Financial planning

Government expands flexibility for approved degrees

The federal government has released draft legislation making it easier for financial advisers to demonstrate they have a qualified degree and changing the transitional ar...

Financial planning

‘Exceptional’ older advisers should be grandfathered

Financial advisers over 60 who are deemed exceptional should be grandfathered with specific disciplines before the education requirements deadline of 2026, an adviser bel...

Financial planning

TAL offers training in FASEA ethics requirements

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

FPA wants formal FASEA recognition of CFP

The Financial Planning Association has sought formal Financial Adviser Standards and Ethics Authority recognition of the Certified Financial Planner designation to lock i...

Life/Risk

Call for more mandatory training in life/risk

Life risk industry veteran, Michael Molesworth, has warned that underwriters and claims assessors need to be subject to more stringent education requirements or risk comm...

Financial planning

FPA reiterates support for planners in face of FASEA

The Financial Planning Association has sought to calm advisers nervous about FASEA’s reforms at its Professionals Congress this morning, promising that “we will help you ...

Financial planning

FASEA on self-imposed year-end deadline

Planners should expect FASEA’s final standards by Christmas, with the Authority’s chief executive, Stephen Glenfield, today saying that his intention was to have them fin...

Financial planning

AFA gives FASEA blueprint a qualified welcome

The Association of Financial Advisers has welcomed some elements of the new Financial Adviser Standards and Ethics Authority revised blueprint while expressing concern at...