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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....
Financial planning
Underperformance included the lack of ability to demonstrate an understanding of different types of advice and the components of key advice documentation....
Features
There was support for increased standards in the financial advice industry, Chris Dastoor writes, but any goodwill was destroyed by FASEA in just a few years. Where did i...
Financial planning
Tax financial advisers will be allowed some flexibility about how they meet the three-year 120 hours continuing professional education requirements under the new Tax Prac...
Financial planning
Retirement was always a primary reason for financial advisers selling their businesses but the Financial Adviser Standards and Ethics Authority has accelerated many retir...
Financial planning
Although it costs over $200 to apply for a re-mark for a failed FASEA exam attempt, it is possible for it to succeed....
Expert Analysis
The FASEA exam can seem like a daunting prospect but, Brian Knight writes, the facts of the task are less scary than the myths....
Financial planning
The Financial Adviser Standards and Ethics Authority has confirmed that financial advisers will face higher costs in obtaining a financial advice degree as a result of Go...
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...