What is the minimum qualification for a financial planner in your firm?

Readers of Professional Planner are invited to take part in the second SLICE financial planning survey, which focuses on business growth, succession planning and the impact of the proposed changes to FoFA.

The survey takes about five minutes to complete. You can CLICK HERE to go straight to the survey website.

Among other questions in the survey, you will be asked which qualifications you consider to be the minimum requirement for a financial planner in your practice. Responses to this question will be included in an upcoming feature article in Professional Planner.

The first SLICE survey was carried out in November 2013 and its key findings included:
• 32 per cent of practices increased their headcount in 2013, with 13% expecting the implementation of FOFA would lead to them employing more staff in the future.
• 18 per cent use social media as part of their recruitment process.
• In selecting staff, 21 per cent of respondents always use behavioural profiles and 20 per cent always use knowledge based test.
• Half the practices surveyed increased their training spend in 2013, but 13 per cent spent less on training.
• Twenty-three per cent rated the support they receive from their licensee for recruitment and people management as “good” (16 per cent) or “excellent” (7 per cent). A further 25 per cent rated it as ‘satisfactory’.

The SLICE 2 survey provides financial planning practice owners and managers with an opportunity to quickly and easily share their views and insights with their peers, to build an understanding of trends across the sector.

CLICK HERE to participate in the survey.