Education

Code monitoring a ‘good thing’: FPA

The FPA’s CEO lauded the proposed code monitoring arrangement for its ability to bring all advisers under the same ethical standard. ‘No one gets to choose not to be involved’, he said.

Tahn SharpeJune 6, 2019

Education

Code of Ethics ‘impossible to manage’: AFA

The AFA’s policy head, Phil Anderson, highlighted several problems with FASEA’s Code of Ethics including its blanket restriction on conflicts and lack of scope for scaled advice.

Tahn SharpeJune 5, 2019

Education

600 advisers registered to make history in first FASEA exam

A group of retired advisers will do a test run of FASEA’s new exam to check it’s fair before 600 advisers become the first to complete the gateway qualification this month.

Matthew SmithJune 4, 2019

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

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Education

Education

Code monitoring a ‘good thing’: FPA

Education

Code of Ethics ‘impossible to manage’: AFA

Education

600 advisers registered to make history in first FASEA exam

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

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