Universities and other providers are offering programs based on draft proposals, instead of waiting on the new education framework. Tahn Sharpe writes.
Tahn SharpeOctober 9, 2018
Some time in mid-2017, the new standards body will come into existence, with a long to-do list and extremely high expectations. Simon Hoyle asks stakeholders how it should proceed.
Simon HoyleMarch 21, 2017
Industry participants serious about the need for a well-educated profession are funding a scholarship program for students majoring in financial planning. Ben Power reports.
Ben PowerApril 28, 2016
The winner of the 2015 AMP University Challenge says he plans to explore opportunities to work as a financial planner overseas, including in the UK and Africa. Deakin University pulled off a quinella in the 2015 event, with its teams of financial planning students taking first and second places. Patrick Rowe picked up the winner’s […]
Simon HoyleOctober 27, 2015
It’s always disappointing to talk to a financial planner at a conference and to learn that the issue on the agenda they found least interesting was the one focused on ethics. Sure, ethics isn’t as sexy as, say, how to maximise the sale price of a practice, or how maximise a client’s long-term investment returns. […]
Simon HoyleSeptember 8, 2015
Stronger links between academia and the financial planning profession will pay off in in the form of better-equipped new entrants, a body of independent and evidence-based research, and greater public trust and confidence in the profession and its practitioners, according to a leading financial planning academic. On Monday Professional Planner reported the results of research […]
Simon HoyleApril 15, 2015