education

People & Products

Advice firm launches soft skills program

Partners Wealth Group has launched a soft skills training program for new advisers entering the market on the back of industry feedback....

Funds management

Fiscal stimulus to grow India

Investors should not be ignoring India as a powerful global economic force, as its demographics were improving and the government was stimulating the economy. ...

Editorial

Who will hold reins of professional standards body?

The Government’s creation of an independent standards body will alter the dynamics of the financial planning industry and create a new hierarchy. ...

Top 100

Push towards higher educational standards for planners continue

For the first time Money Management asked the dealer groups in a survey to share their views on the educational requirements for new advisers as well as their expectation...

Financial planning

Education arms advisers with ethical shield

Attaining high levels of education could give advisers the confidence to face ethical dilemmas thrown at them by licensees and question the status quo, according to State...

Financial planning

O’Dwyer signals discretion on adviser education standards

The Federal Government will allow its expert standards setting body discretion to issue exemptions on a case-by-case basis....

Financial planning

Remove 'exam' from education draft material: AFA

School-like exams might not be appropriate for all advisers under the new education standards, and the word 'exam' should be removed from the Exposure Draft, the AFA said...

Features

Investing to cope with all seasons – Retirement Income Part 2

A burgeoning ageing population and a low global interest rate environment means investors will need to diversify and avoid overexposure to banks to avoid running out of s...

Features

Hold the policy. We have an election

A double dissolution election has left many financial planning policies in limbo, and advisers are demanding certainty on at least three key issues, Malavika Santhebennur...

Tools & guides

It takes more than a year to become professional

While the professional standards changes will set a benchmark, it is important to remember that these are only a minimum, Bryan Ashenden writes....

Features

Law and order in financial services

Advisers could face hefty lawsuits if they are unable to keep pace with regulatory change and capability development. Jassmyn Goh finds out how advisers can avoid legal t...

Financial planning

NAB/Deakin Uni alliance to boost education standards

Advisers across NAB’s planning network will have access to online and face-to-face learning opportunities through a partnership with Deakin University....

Outsider

Survey findings an education

Outsider skimmed through Money Management’s Salary Survey to find some interesting results about education levels between planners in banks and their peers in the super s...

Financial planning

Only degree-equivalent status required for advisers: Govt

The Government is proposing to extend the amount of time existing advisers will need to reach degree-equivalent status and to pass the new exam requirement....