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Category | 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  
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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  
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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  

AFA to Re-Examine Education Pathways

The AFA is asking for adviser feedback as it aims to redefine education pathways as part of a project canvassing industry views and practices on what is applicable and beneficial for advisers and clients. (more…)

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0 · July 17, 2017 in Associations, Training  

ANZ Wealth Videos Aim to Simplify Insurance for Clients

ANZ Wealth has released a series of educational videos for use by customers of advisers that are designed to help them better understand their insurance cover. (more…)

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4 · June 27, 2017 in Products, Soft Skills, Superannuation, Training  

Former AFA President Named to Professional Standards Body

A former AFA President and former FPA Board Chair have been appointed as directors to the nine-member professional standards body for financial advisers. (more…)

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0 · April 10, 2017 in Appointments, Compliance & Regulation, Training  

NAB Offers Scholarships to Advice Students

NAB Financial Planning (NAB FP) will give $50,000 to university students as part of a newly announced annual scholarship program which will also see $10,000 contributed towards academic research around reducing barriers to financial advice. (more…)

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0 · March 14, 2017 in Company News, General, Training  
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Adviser Exodus can be Avoided

The financial advice sector risks losing another cohort of older, competent and experienced advisers as it did during the introduction of the Financial Services Reform Act (FSRA) unless new opportunities can be found to retain them in advice related roles. (more…)

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0 · March 6, 2017 in Compliance & Regulation, Services, Training  
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LIF Reforms Finally Confirmed

Adviser associations have welcomed the passing of the Life Insurance Framework (LIF) legislation stating it provides clarity for advisers but warned further life insurance related reforms were yet to come. (more…)

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2 · February 9, 2017 in Compliance & Regulation, Remuneration, Training  

TAL Boosts Risk Academy With More Courses, CPD Points

TAL has released the 2017 schedule for its Risk Academy adviser education program boosting the number of courses to more than 30 and offering over 90 Continuing Professional Development (CPD) points across the whole Risk Academy curriculum. (more…)

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0 · February 1, 2017 in Company News, Training