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Showing 1 - 10 of 132 results for "CPD"

ASIC bans Queensland financial adviser

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
... provide advice on SMSFs. According to the ASIC Financial Adviser Register, while at MyPlanner, he failed to meet the annual CPD requirements. MyPlanner had its licence cancelled by ASIC in 2020 after two-year battle that began when ASIC surveillance ...

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... professionals that are helping trustees make their retirement goals." For the first time, the conference is offering more audit CPD hours. "We recognise the importance of SMSF auditors. This year, in particular, we ran an inaugural listenership day where ...

Angela Jackson to helm annual Chief Economists Forum

CHLOE WALKER  |  FRIDAY, 15 DEC 2023
... market writer and commentator Don Stammer. The event is accredited by the Financial Advice Association Australia (FAAA) for CPD hours aligned to legislated CPD categories. Tickets for the annual Chief Economists Forum events are now available. It will ...

Complii grows through MIntegrity acquisition

CASSANDRA BALDINI  |  MONDAY, 4 SEP 2023
... modules designed to help financial services practitioners in line with FASEA requirements, delivered through Complii's existing CPD online management platform, ThinkCaddie. Complii chair Craig Mason said he is delighted to have the MIntegrity team join ...

ASIC cracks down on former adviser, comedian

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2023
... Insignia Platforms - no relation to Insignia Financial. It also shows that in 2019 and 2020 Valvo failed to meet the annual CPD requirements of 40 hours. ASIC's investigation is ongoing and the next hearing in the case is set for September 29. The ...

MLC Life backs adviser platform

CASSANDRA BALDINI  |  WEDNESDAY, 16 AUG 2023
... he said. "Already we're committed to helping advisers keep up with the constantly evolving world of risk advice through our CPD-accredited educational content through webinars, articles & face to face events." Rogers added the insurer is excited to work ...

AFA, FPA unveil joint roadshow theme

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2023
... solving under pressure, providing practical tips for financial advisers," Abood said. Advisers who attend can gain up to five CPD hours. The roadshow will kick off in Hobart on May 5 before travelling to Newcastle, Sydney, Brisbane, Melbourne, Bendigo ...

AFA, FPA plan joint roadshow

CHLOE WALKER  |  WEDNESDAY, 1 FEB 2023
... latest on policy and advocacy efforts, a dedicated roadshow exhibition, and a networking lunch and post-event drinks. Technical CPD workshops will also be included, with up to an estimated 5.25 CPD hours on offer. The member consultation period for the ...

Paraplanners happy to stay put: Survey

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... from 21% to 12%. Moreover, 50% of paraplanners who do the "number crunching and technical calculations" don't maintain 40 CPD points. Research shows that 80% of these paraplanners don't keep track or simply do no ongoing development. "As an industry ...

AFA, FPA merger in best interests

CASSANDRA BALDINI, CHLOE WALKER  |  THURSDAY, 24 NOV 2022
... secondary benefit is scale, Sharpe explained. "Scale to provide bigger events like the FPA Congress, scale to provide better CPD and education like our Masterclass series," he said. "Scale to provide services and tools that you, our members, tell us ...
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