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

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

Education

HNW clients think just like us: UK academic

Herman Brodie is conducting a study on whether the big five personality traits are as common in wealthy people as they are to the rest of us. He hopes – and suspects – the answer is yes.

Tahn SharpeFebruary 11, 2019

Education

CFP review delayed, not immediate focus

The FPA is weighing up how it can reshape the CFP designation after being blindsided by FASEA, but the review the association announced in December is on hold, for now.

Tahn SharpeJanuary 31, 2019

Education

ClearView enlists freewheeling academic

The major licensee has reacted to adviser requests for client engagement tools by recruiting an expert from Griffith University who specialises in systematising adviser/client relationships.

Tahn SharpeJanuary 23, 2019

Education

FASEA meets advisers halfway on degrees

The authority has released its final mandate for advisers, with a 240-hour shortcut for non-relevant degree holders among the late changes. Tahn Sharpe writes.

Tahn SharpeJanuary 16, 2019

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Education

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

Education

Time to stop the financial literacy lip-service

Education

HNW clients think just like us: UK academic

Education

CFP review delayed, not immediate focus

Education

ClearView enlists freewheeling academic

Education

FASEA meets advisers halfway on degrees

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