education

Financial planning

Advice firm engages students with financial planning

Templeton (Aust) Financial Services is aiming to start a new program in schools to help students engage with their finances and encourage them to consider financial plann...

Financial planning

‘Sophisticated’ investors struggle with financial knowledge

Consumer protections for sophisticated investors need to be reviewed as the size of their wealth does not necessarily equal their financial knowledge, according to Justic...

Financial planning

Looking beyond the Professional Year

One of the most important factors to a successful Professional Year strategy is for firms to look beyond the 12-month horizon and how a candidate can develop at the firm ...

Financial planning

Lack of awareness leads to skills gap for women

Failing to engage women at university to pursue technical areas such as investment management or financial planning means they are unlikely to follow them at a later date...

Financial planning

Record number of advisers graduate

Over 1,800 advisers have graduated from postgraduate qualifications in 2020 and 2021, according to Kaplan Professional, an industry record....

Financial planning

Election underscores need for financial literacy

With most commitments being made by politicians during elections, Connect Financial Service Brokers says the Federal election is reaffirming the need for financial litera...

Financial planning

Financial literacy needs to be inclusive of Aboriginal people

The delivery of financial literacy programs will require investment in educational infrastructure and should be inclusive of the needs of Aboriginal students, according t...

Financial planning

AFA proposes graduated pathway for experienced advisers

The Association of Financial Advisers has proposed an alternative graduated pathway for experienced advisers to avoid the introduction of the proposed pathway which it wo...

Financial planning

Education pathways ‘common sense’: SAFAA

The financial advice industry needs to keep experienced advisers to mentor the next generation, especially when there is a market crash, and to curb clients being orphane...

Financial planning

FASEA had knowledge of mental health issues

The now-defunct education authority said it had “no power” to exempt an adviser from sitting the exam but had referred any adviser it knew to be experiencing mental healt...

Financial planning

PI and EDR membership should be kept until AFSL cancelled

Chartered Accountants Australia and New Zealand has provided advice to members wishing to cancel their Australian financial service licence following rising costs of runn...

Financial planning

AIOFP criticises unsupportive younger advisers

The Association of Independently Owned Financial Professionals has criticised “elitist” younger advisers who do not support Labor’s proposed education exemption for older...

Financial planning

Labor Govt would abandon uni requirement for advisers with 10 years

If elected, a Labor government would assume that a decade of experience was worth at least a degree and would scrap the degree requirement for those advisers....

Financial planning

Deakin and Aged Care Steps partner on Masters degree

The Aged Care Steps Accredited Aged Care Professional program will be available as an elective unit which can lead to eligibility for the Financial Planning Association o...