Category | Training

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FASEA Adviser Exam to be Open Book For Corps Act

The Financial Advisers Exam proposed by FASEA will be open book in the area of the Corporations Act, according to the Assistant Treasurer, Stuart Robert, who told advisers that it was unreasonable to expect them to remember the relevant parts of the Act. (more…)

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1 · October 16, 2018 in Associations, Conferences and Events, Training  

Education Providers to Feature at AFA Conference

Financial advisers will be able to question the groups providing education options to financial advisers as part of a new initiative by the AFA. (more…)

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0 · October 6, 2018 in Associations, Conferences and Events, Training  

Retain DFP For Non-Advice Roles

The Diploma of Financial Planning (DFP) should be retained for the training of financial services professionals who do not provide advice but who will need some further training, according to Mentor Education Group principal, Dr Mark Sinclair. (more…)

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2 · September 7, 2018 in Compliance & Regulation, Training  
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Mentoring Roles Offer New Career for Older Advisers

The expertise of older advisers will continue to be in demand by new entrants to the advice sector who will be required to work under a mentor during their first year in practice, according to an education provider. (more…)

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3 · August 21, 2018 in Services, Soft Skills, Training  
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O’Dwyer to Relay Exam Concerns to FASEA

The Minister for Revenue and Financial Services, Kelly O’Dwyer will relay adviser concerns about the lack of details in the National Exam proposed by FASEA, after the issues was raised in a meeting with the AFA. (more…)

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1 · August 10, 2018 in Associations, Compliance & Regulation, Training  
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Advisers May Face 50 Hours of CPD

Financial advisers may be required to complete 50 hours of Continuing Professional Development (CPD) and to track their own compliance with that standard for a period of six years, under new proposals released by the Financial Adviser Standards and Ethics Authority (FASEA). (more…)

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8 · July 24, 2018 in Compliance & Regulation, Training  
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FASEA Proposes P-Plates for New Advisers

New entrants to the advice profession will be required to undertake 800 hours of education and training and will be labelled as ‘Provisional Financial Advisers’ under new proposed standards released by the Financial Adviser Standards and Ethics Authority (FASEA). (more…)

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0 · July 24, 2018 in Compliance & Regulation, Training  

AMP Revamps Adviser Education Program

AMP has replaced its adviser training program, Horizons, with a new program which will require advisers to hold a Financial Adviser Standards and Ethics Authority (FASEA) approved degree before they can commence studies. (more…)

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0 · July 19, 2018 in Dealer Groups, Training  

TAL Diabetes Training Initiative

TAL has announced it has developed an education course enabling financial advisers to get the best outcomes for clients who are impacted by diabetes. (more…)

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0 · July 13, 2018 in Services, Training  
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FPA Claims FASEA Has Overlooked Adviser Effort

Further calls have been made for the Financial Adviser Standards and Ethics Authority (FASEA) to recognise the current education of financial advisers, with the FPA claiming the standards setting body has overlooked past-training relevant to the provision of advice. (more…)

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6 · July 6, 2018 in Associations, Compliance & Regulation, Training