Category | Training

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Financial Planners Embrace Self-Licensing 

More planners are turning to self-licensing, however the dealer group model will continue to play a major role, according to the latest Licensee Satisfaction Report from research firm Investment Trends.   (more…)

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2 · August 5, 2019 in Compliance & Regulation, General, Practice Management, Services, Training  

Elixir Launches Virtual Business Coaching Portal

National consultancy group, Elixir Consulting has launched a ‘virtual business coaching’ portal designed specifically for financial advisers in Australia. (more…)

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· July 30, 2019 in Company News, General, Practice Management, Technology, Training  
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TAL Adds Additional Risk Academy FASEA Exam Masterclasses

TAL has announced additional Risk Academy FASEA Exam Masterclasses will be available to keep up with adviser demand. (more…)

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· July 29, 2019 in Company News, Compliance & Regulation, Training  

Advisers Proactive With FASEA Exam Preparation

Education provider, Kaplan Professional, believes many licensees and their financial advisers are already on the front foot with their FASEA exam preparation, despite calls from the industry to extend the deadline for FASEA’s Financial Adviser Examination. (more…)

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0 · July 8, 2019 in Company News, Services, Training  
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FASEA Approves AFA Courses

FASEA has given its formal approval for education credits attaching to the AFA’s  FChFP and ChLP courses. (more…)

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3 · July 1, 2019 in Associations, Compliance & Regulation, Training  
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Greater Recognition of Experience Needed in Education Model – AFA

The education pathways for existing advisers proposed by FASEA need to take into greater consideration the experience of older advisers as well as any Continuing Professional Development (CPD) they have attained, according to the AFA. (more…)

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2 · December 18, 2018 in Associations, Compliance & Regulation, Training  
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Advisers Will Have Limited Feedback on Exam Performance

Financial advisers will be given three hours to answer 70 questions in the proposed FASEA Adviser Exam but will only be provided with limited feedback on their answers if they fail. (more…)

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7 · December 14, 2018 in Compliance & Regulation, Training  
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Associations Must Apply For Designation Accreditation – FASEA

The Financial Adviser Standards and Ethics Authority (FASEA) has invited industry associations to apply for accreditation of their professional designations so advisers can gain credits for the recognition of prior learning. (more…)

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0 · December 12, 2018 in Associations, Compliance & Regulation, Training  
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AFA Questions FASEA View of Advisers

FASEA’s view of financial advisers has been questioned by the AFA which has asked the education body why new Continuing Professional Development (CPD) standards have ethics training occupying nearly twice the time allocated to professional and technical reading. (more…)

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4 · December 11, 2018 in Associations, Compliance & Regulation, Training  
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New Education Standards Disadvantage Women, Part-Timers

New education standards being put forward by FASEA will be disadvantage female, part-time, and older advisers who will not be able to both work and study, according to the chair of a top five licensee. (more…)

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0 · December 6, 2018 in Compliance & Regulation, Training