EXAMS
Financial planning
The Advisers Association has urged for a higher education bar to be set for non-relevant financial advice providers....
Financial planning
This is the lowest pass rate, beating the previous record of 67%, with only two exam sittings remaining this year....
Financial planning
Financial advice regulatory and legal requirements, and applied ethical and professional reasoning and communication, were the two biggest problem areas in the October ex...
Financial planning
It will transition to computer-based testing for all three levels of the CFA program in 2021 with the transition already beginning for Level 1....
Policy & Regulation
Kaplan has seen many licensees and their financial advisers take a proactive approach and are already on the front foot with their exam preparation....
Financial planning
The Financial Adviser Standards and Ethics Authority has made some minor concessions around the financial adviser exam....
Financial planning
The Association of Financial Advisers has acknowledged that the financial adviser exam will likely act as a culling mechanism for inadequate advisers but has urged that t...
Financial planning
Deakin University Professor, Adrian Raftery, has slammed the Financial Adviser Standards and Ethics Authority for its unreasonable expectations in terms of continuing pro...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...