Category | Associations

AFA Names New Inspire Chair, Roadshow Dates

The AFA has appointed a new chair to one of its Community of Practices, naming Sydney-based adviser, Kate McCallum, as National Chair of AFA Inspire, while also releasing dates for its 2019 Connect Roadshow. (more…)

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0 · January 7, 2019 in Appointments, Associations, Conferences and Events  

Greater Recognition of Experience Needed in Education Model – AFA

The education pathways for existing advisers proposed by FASEA need to take into greater consideration the experience of older advisers as well as any Continuing Professional Development (CPD) they have attained, according to the AFA. (more…)

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2 · December 18, 2018 in Associations, Compliance & Regulation, Training  

Associations Must Apply For Designation Accreditation – FASEA

The Financial Adviser Standards and Ethics Authority (FASEA) has invited industry associations to apply for accreditation of their professional designations so advisers can gain credits for the recognition of prior learning. (more…)

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0 · December 12, 2018 in Associations, Compliance & Regulation, Training  

AFA Questions FASEA View of Advisers

FASEA’s view of financial advisers has been questioned by the AFA which has asked the education body why new Continuing Professional Development (CPD) standards have ethics training occupying nearly twice the time allocated to professional and technical reading. (more…)

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4 · December 11, 2018 in Associations, Compliance & Regulation, Training  

Consumers Unwilling to Subsidise Genetic Test Affected Premiums

Around 50 percent of consumers believe life insurance premiums should be based on the likelihood of making a claim but nearly two third have rejected the idea of paying higher premiums to subsidise people with an adverse genetic test result, according to the FSC. (more…)

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1 · December 9, 2018 in Associations, Claims  

Advisers Urged to Check Registration Status

Financial advisers have been urged to check they are registered on ASIC’s Financial Adviser Register (FAR) before the end of the year to avoid being considered as a new entrant to the industry and subject to differing education requirements than for existing advisers. (more…)

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0 · November 26, 2018 in Associations, Compliance & Regulation, Training  

FASEA Will Consider Longer Timeframes on Designations

Advisers may be given recognition for education undertaken prior to cut-off dates listed by FASEA but will require their professional associations to request its inclusion, according to the head of the education body. (more…)

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3 · November 23, 2018 in Associations, Training  

FPA Names 2018 Award Recipients

The FPA has announced the winners of its adviser and practice of the year award winners naming a West Australian adviser and South Australian practice as the award recipients. (more…)

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0 · November 22, 2018 in Associations, Conferences and Events  

FASEA Reveals Longer Timeframe for ADFP Credits

FASEA has released further details about its recognition of prior learning for advisers who have studied for the Advanced Diploma of Financial Planning (ADFP), stating its consideration would extend as far back as when the course was offered by the FPA. (more…)

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2 · November 20, 2018 in Associations, Compliance & Regulation, Training  

Advisers Given Limited Time to Comment on FASEA Proposals

Financial advisers have been given just over three weeks to provide feedback on changes to education pathways and the recognition of professional designations after FASEA released a revised set of standards late last week. (more…)

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10 · November 20, 2018 in Associations, Compliance & Regulation, Training