Education

Education

FASEA extensions now unlikely this week

The FASEA deadline extensions promised to financial advisers look like they will be scuttled this week thanks to a Labor amendment attached to the Bill in advance of its planned introduction to the Senate.

Matthew SmithMay 11, 2020

Education

ProctorU boss moves to quell FASEA exam concerns

The head of online proctoring service ProctorU wants to dispel some myths and misinformation circulating about the firm FASEA is now using to conduct its exams.

Tahn SharpeMay 7, 2020

Education

Communication only works if you’re understood: AMP

Testing your communications with different groups is one way to check whether the message is actually getting across, says AMP’s head of super, retirement and platforms.

Tahn SharpeApril 2, 2020

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

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