Category | Training

Existing Advisers Will Require Study: FASEA

Existing financial advisers will be required to a hold a degree equivalent qualification by 1 January, 2024 if they wish to continue to practice, according to new proposals released by the Financial Adviser Standards and Ethics Authority (FASEA). (more…)

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1 · December 14, 2017 in Conferences and Events, Training  

AMP Opens Assessment Tool to Non-aligned Advisers

AMP has released a practice diagnostic tool that measures ‘LIF readiness’ to advisers outside its aligned advice network. (more…)

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0 · November 21, 2017 in Company News, Compliance & Regulation, Practice Management, Training  

Education Standards for New Advisers Welcomed

New entrants into the financial advice sector will be required to gain a bachelor level degree that covers the technical aspects of financial advice as well as ethics, professional attitudes and behaviours. (more…)

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3 · October 31, 2017 in Associations, Compliance & Regulation, Training  

AFA Paper to Present Industry View to FASEA

The AFA will not push for specific education outcomes from the Financial Adviser Standards and Ethics Authority (FASEA) but will present a united industry voice around what competencies should be covered under any new educational and professional standards. (more…)

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0 · October 11, 2017 in Associations, Conferences and Events, Training  

TAL Offers LIF, Professional Standards Course

TAL has expanded its adviser education offer with a course designed to assist advisers prepare for business changes under the Life Insurance Framework (LIF) and professional standards legislation. Offered via TAL’s Risk Academy, the free one-hour course will cover the LIF and professional standards legislation and a timeline of expected events and what will be […]

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2 · September 28, 2017 in Compliance & Regulation, Practice Management, Training  

Advisers Can Meet Degree Requirements Before 2024

Financial advisers still have sufficient time to meet new academic qualification requirements but will need to engage in a disciplined approach to be able to study and work, according to Mentor Education. (more…)

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5 · September 19, 2017 in Compliance & Regulation, Training  

TAL Offers Cancer Awareness Course

TAL has launched a new online education course designed to help advisers understand cancer conditions and the medical terminology involved in underwriting and assessing definitions at time of claim. (more…)

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0 · September 14, 2017 in Company News, Soft Skills, Training  

Head of New Education Authority Appointed

The Federal Government has announced that Deen Sanders OAM, head of the Professional Standards Authority, has been appointed as the Chief Executive of the Financial Adviser Standards and Ethics Authority Limited (FASEA). (more…)

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0 · August 11, 2017 in Appointments, Compliance & Regulation, Training  

Advisers Given Opportunity to Shape Their Education

Financial advisers need to take an interest in the changes to education and professional standards to prevent creating an model that does not meet the needs of clients, according to AFA General Manager, Member Services, Partnerships, & Campus AFA, Nick Hakes. (more…)

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1 · July 27, 2017 in Associations, Conferences and Events, Training  

ANZ Offers Adviser Training Via Webinar Series

ANZ Wealth has launched a third series of short webinars for financial advisers including a number of sessions focused on life insurance claims and common illnesses. (more…)

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0 · July 20, 2017 in Practice Management, Soft Skills, Training