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Financial planning
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
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
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
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
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
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...
Financial planning
Exam takers who did not pass have until Friday, 29 October, to register for the November exam....
Financial planning
One-third of advisers are likely to have their rating downgraded as the firm incorporates more focus on education and professional standards....
SMSF
The SMSF Association has entered into new partnership agreements with Kaplan Professional and Deakin University to offer its SMSF Specialist Advisor designation (SSA)....
Financial planning
This is the lowest pass rate, beating the previous record of 67%, with only two exam sittings remaining this year....
Financial planning
Advisers are now turning to focus on their business growth but the workload around fee consent requirements are a burden and they need efficient processes to lower this l...
Financial planning
The Financial Planning Association of Australia has appointed Marc Olynyk as its new chair of the Financial Planning Education Council....
Features
Advice practices need to put more work into their culture, career structures and salaries if they want to attract and retain what little supply there is of current and fu...
Financial planning
There needs to be a better recognition of previous study undertaken by financial planners, and in particular continuing professional development studies, according to the...
Financial planning
The education provider is offering scholarships worth $100 to be used towards tuition fees for each financial planning subject for the remainder of the year....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...