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EDUCATION
Financial planning
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
Over 1,800 advisers have graduated from postgraduate qualifications in 2020 and 2021, according to Kaplan Professional, an industry record....
Financial planning
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
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
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
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....
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Podcast
What happened to the 700,000 million of MLC if $1.2 Billion was migrated to Expand but Expand had only 512 Million in in...
The judge was quite undrstanding! THEN AASSIICC comes along and closes him down!All you 15600 people who work in the bu...
How could that underestimate happen?usually the quote transfer straight into the SOA, and what on earth has the commissi...