Professional Standards

Education

Associations unite over FASEA exam deadline extension

Both the FPA and the AFA will lobby government for the adviser exam deadline date to be pushed out at least 6 months after FASEA delayed the testing start date and the release of crucial guidelines.

Tahn SharpeMay 22, 2019

Education

Advisers ‘unprepared’ for FASEA aged care questions

The co-director of Aged Care Steps, Assyat David, says most advisers have ‘chosen to ignore’ aged care advice, which will make it difficult for them to get through FASEA exam.

Tahn SharpeMay 21, 2019

Education

CFP owner says course ‘isn’t bound by minimum standards’

FASEA’s allocation of only 2 units to the CFP designation shouldn’t stop advisers striving to demonstrate their professionalism, says FPSB chief executive Noel Maye.

Tahn SharpeMay 14, 2019

Education

Clearview takes high road with unbranded content

The licensee owner eschewed their own branding in a series of educational videos for clients, preferring to white-label the content and “give something back to the advisers and the community”.

Tahn SharpeMay 8, 2019

Education

Literacy could be dangerous in the hands of industry

The failure of programs delivered by those with a vested interest might be contributing to declining financial literacy, which consumers are aware makes them vulnerable.

Simon HoyleMay 1, 2019

Professional Standards

FASEA firms as possible disciplinary body option

Two new FASEA board members have experience and backgrounds in complaints resolution as the code monitoring and disciplinary system continues to be mapped out.

Matthew SmithApril 8, 2019

Education

Time to stop the financial literacy lip-service

Financial literacy has in many cases become a hollow promise which has been perpetuated by marketing departments of institutions and it’s time for education providers to lift their game.

Robert MC BrownMarch 25, 2019

Professional Standards

The speed of reform: through the client lens

The desired pace of change in the wealth management and advice industry differs dramatically between professionals and their clients, new research shows.

Simon HoyleMarch 22, 2019

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Professional Standards

Education

Associations unite over FASEA exam deadline extension

Education

Advisers ‘unprepared’ for FASEA aged care questions

Education

CFP owner says course ‘isn’t bound by minimum standards’

Education

Clearview takes high road with unbranded content

Education

Literacy could be dangerous in the hands of industry

Professional Standards

FASEA firms as possible disciplinary body option

Education

Time to stop the financial literacy lip-service

Professional Standards

The speed of reform: through the client lens

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