education

Financial planning

Education standards shaped by large institutions

Most of the industry input around advice education standards came from institutions and industry associations, and lacked input from all stakeholders....

Financial planning

Grass roots planners not sufficiently consulted

The Federal Government has been told that the voices of too few grass roots advisers have been heard in the FSI and PJC processes....

Financial planning

Experienced risk advisers need not re-train

Reforms to education for advisers should include pathways for existing advisers, and risk advisers with decades of experience should not have to re-train....

Financial planning

Education reforms to leave existing advisers in limbo

A substantial number of experienced advisers may leave the market place, if they require a degree or degree equivalent, Pathway Licensee Services believes....

Financial planning

AFA backs AQF 6 for existing advisers

The Association of Financial Advisers has warned of an exodus of experienced advisers if the Government imposes an AQF 7 minimum....

Financial planning

Industry consensus emerges on higher education transition

The key financial services groups are unified in their view that existing planners will need more than a two-year transition to become degree qualified....

Financial planning

Call to extend transition to planner degrees

The Government has been told existing planners will likely need more time to sensibly move to degree level educational qualifications....

Financial planning

Specialist stream urged for risk advisers

Risk advisers are specialists and require their own professional standards stream, says Synchron’s Don Trapnell....

Financial planning

52% say planner education adequate

While 22 per cent of Australians believe they do not need a financial planner, 23 per cent are kept up at night by their finance, according to a survey....

Features

Building a better financial advice industry

Education and professionalism are the key to building trust in the financial advice industry and attracting more people to the industry, which would mean more consumers w...

Policy & Regulation

2015: A year of policy challenges

Mike Taylor reflects that 2015 was a year of policy challenges for the financial services industry, many of which will continue into 2016....

Financial planning

CBA educates planners on women’s finances

CBA launches a program to educate its employed financial planners on women’s unique financial needs, as well as promote financial planning as a profession for women. ...

Financial planning

Advisers embracing more education

The majority of financial advisers support the push for higher education standards, Kaplan Professional believes....

Financial planning

AMP university challenge attracts record number of women

The financial planning university challenge, run through AMP's Horizons program, has attracted a record number of female entrants this year, with the competition winners ...

Financial planning

Existing planners in limbo over FSI response

The Government’s decision to lift minimum education standards for new planners puts 22,500 existing financial planners in limbo, DeakinPrime warned. ...