Category | Training

News in Brief

FPA Roadshow to Tackle Education Confusion AFA Promotes Parity For Women in Financial Services (more…)

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

University Launches Course Designed For New Standards

A Sydney-based university has developed a graduate diploma in financial planning which it claims will meet new education requirements. (more…)

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0 · March 5, 2018 in Compliance & Regulation, Training  

Risk Advisers Will be Driven Out by Over-Education

Life insurance advisers are set to depart the industry en-masse in the next five years, Synchron Director, Don Trapnell has claimed. (more…)

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11 · February 27, 2018 in Compliance & Regulation, Practice Management, Services, Training  

Advisers With Degrees Have Met New Standards – AFA

The AFA has downplayed the likelihood of advisers with degree level qualifications having to undertake further extensive study, telling members they have already met the standards required under professional standards legislation. (more…)

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6 · February 13, 2018 in Associations, Compliance & Regulation, Training  

TAL Risk Academy Enhancements

TAL has released details of its 2018 Risk Academy schedule, which includes new courses and a new learning portal. (more…)

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0 · January 30, 2018 in Company News, Practice Management, Products, Services, Soft Skills, 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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4 · 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