Category | Training

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AFA Proposes Education Changes to Prevent Adviser Exodus

The AFA will deliver a number of recommendations to the Financial Adviser Ethics and Standards Authority (FASEA) which will provide more scope for older advisers to remain in the industry after the introduction of new education standards. (more…)

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5 · June 12, 2018 in Associations, Compliance & Regulation, Training  

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FPA Claims Members Better Educated; AFA Excellence in Education Award Nominations Open (more…)

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0 · April 20, 2018 in Associations, Conferences and Events, Training  

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ASIC Claims Advice Not Yet a Profession

The financial advice sector has yet to reach the point that it may be considered a profession, despite containing some professionals within it, according to ASIC Deputy Chair, Peter Kell. (more…)

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10 · April 17, 2018 in Compliance & Regulation, Training  
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FPA Questions Advice Given to FASEA

The FPA has questioned the guidance provided to FASEA in rejecting study related to the CFP designation while accepting unrelated qualifications under the new proposed education standards. (more…)

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1 · April 12, 2018 in Appointments, Associations, Compliance & Regulation, Training  
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Sanders Steps Down as FASEA CEO

The Chief Executive Officer of Financial Adviser Standards and Ethics Authority (FASEA), Deen Sanders has stepped down from the role and will be replaced in an interim capacity by FASEA board member, Dr Mark Brimble. (more…)

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5 · April 10, 2018 in Appointments, Compliance & Regulation, Training  

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Asteron Launches Adviser Education Program

Asteron Life has launched a new adviser education offering that will help advisers gauge the extent of further study they may be required to undertake. (more…)

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4 · April 10, 2018 in Services, Soft Skills, Training  
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Advisers Can Meet Education Standard in One Year: FASEA

Financial advisers holding relevant degrees will be required to do only three bridging courses to be compliant with new education standards under new proposed guidelines released by the Financial Adviser Standards and Ethics Authority (FASEA). (more…)

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6 · March 20, 2018 in Compliance & Regulation, Training  

Proposed Education Standards Need to Recognise Life Advisers

The AFA has cautiously welcomed the new proposed education guidelines for existing advisers released by FASEA but will continue to call for better recognition of risk specialist advisers and ‘sensible solutions’ for older adviser close to retirement. (more…)

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2 · March 20, 2018 in Associations, Compliance & Regulation, Training  
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Professionalism Push Should Come From Advisers

ASIC would recommend further changes in policy to improve the professional standards of advisers but believes the advice sector should drive further change, according to ASIC Chair, James Shipton. (more…)

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3 · March 20, 2018 in Compliance & Regulation, Conferences and Events, Training  

News in Brief

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

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