FINANCIAL ADVISER EXAMINATION
Financial planning
Three advisers share their experience and guidance when stepping up from an associate role to a provisional financial adviser, including the responsibility of managing th...
Financial planning
With the first financial adviser exam of the year under the new structure held on 26 March, candidates have described it “tough” despite changes – meaning questions are m...
Financial planning
Following the government’s proposed changes to the financial adviser exam, SIAA has made additional recommendations for better outcomes, such as enabling entrants to sit ...
Financial planning
An advice association has called for the financial adviser exam to be scrapped, arguing it has served its purpose and is an unnecessary expense....
Financial planning
Education providers have expressed concerns that the experience pathway will encourage existing students to drop out of their studies and has left past students angry abo...
Financial planning
Some 52% of financial advisers have passed the latest financial adviser exam, figures from the Australian Securities and Investments Commission show....
Financial planning
Advisers are concerned that the increasing focus on COVID-19 and the Government’s related economic stimulus package will delay passage of the legislation necessary to ext...
Financial planning
The Financial Adviser Standards and Ethics Authority has released proposed guidance on the compulsory Financial Adviser Examination, amid cries from the industry that mor...
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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...