August 5, 2019
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…)
Category | Training
Financial Planners Embrace Self-Licensing
Continue Reading
2 · August 5, 2019 in Compliance & Regulation, General, Practice Management, Services, Training
2 · August 5, 2019 in Compliance & Regulation, General, Practice Management, Services, Training
Elixir Launches Virtual Business Coaching Portal
July 30, 2019
National consultancy group, Elixir Consulting has launched a ‘virtual business coaching’ portal designed specifically for financial advisers in Australia. (more…)
Continue Reading
· July 30, 2019 in Company News, General, Practice Management, Technology, Training
· July 30, 2019 in Company News, General, Practice Management, Technology, Training
TAL Adds Additional Risk Academy FASEA Exam Masterclasses
July 29, 2019
TAL has announced additional Risk Academy FASEA Exam Masterclasses will be available to keep up with adviser demand. (more…)
Advisers Proactive With FASEA Exam Preparation
July 8, 2019
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…)
FASEA Approves AFA Courses
July 1, 2019
FASEA has given its formal approval for education credits attaching to the AFA’s FChFP and ChLP courses. (more…)
Greater Recognition of Experience Needed in Education Model – AFA
December 18, 2018
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…)
Advisers Will Have Limited Feedback on Exam Performance
December 14, 2018
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…)
Associations Must Apply For Designation Accreditation – FASEA
December 12, 2018
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…)
AFA Questions FASEA View of Advisers
December 11, 2018
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…)
New Education Standards Disadvantage Women, Part-Timers
December 6, 2018
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…)
