Education

Education

12-month regulatory moratorium in play for advisers

Calls are mounting for the proposed regulatory changes in July, such as the annual opt-in rule, to be postponed so that advisers can focus their efforts on guiding clients through the coronavirus crisis.

Tahn SharpeMarch 18, 2020

Education

Surviving the Code of Ethics 101

UNSW Business School’s Dr Tracy Wilcox suggests advisers consider their ethical mindsets before getting too prescriptive about their Code of Ethics obligations.

Matthew SmithFebruary 20, 2020

Education

ALP supports FASEA extension through firmly gritted teeth

A Bill to extend the adviser exam and education cut-off date passed the house of representatives with the reluctant support of Labor MPs in Canberra yesterday.

Tahn SharpeFebruary 12, 2020

Education

Tax board confirms FASEA alignment

The tax practitioners board has acknowledged that accountants who provide financial advice will probably meet its CPD requirements if they satisfy FASEA’s higher standard.

Tahn SharpeJanuary 15, 2020

Education

‘Woolly’ ethics guidance casts further doubt on referral fees

FASEA’s response to industry consultation – quietly released on December 20 – still leaves advisers wondering whether incentives to provide business referrals are banned or not.

Tahn SharpeJanuary 7, 2020

Education

Code ‘anxiety’ undermining professional status: Sanders

If the voices of all stakeholders - clients included - don't come together in a public conversation, the professionalisation of the advice industry will continue to be derailed, Deloitte partner and former FASEA CEO Deen Sanders, has explained.

Matthew SmithDecember 18, 2019

Education

Riskies and planners ‘two different animals’: Trapnell

Jamming insurance and financial planning together under FASEA’s education bracket will just water down the specialist area, the head of Synchron’s 500-strong network believes.

Tahn SharpeDecember 16, 2019

Education

12 month road-test likely for Code of Ethics

The authority’s CEO, Stephen Glenfield, said the current standards are “not set in stone" but he is keen to see them bedded down before requesting any legislative amendment.

Tahn SharpeNovember 28, 2019

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