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Showing 121 - 130 of 232 results for "Diploma"

BT unveils tougher adviser standards

LAURA MILLAN  |  TUESDAY, 26 AUG 2014
... standards, which include the requirement for new planners need to hold a relevant degree qualification and an advanced diploma in financial planning; or be working towards completing one within three years. Existing financial planners will be required ...

NAB gives advisers 3 years to meet tougher standards

LAURA MILLAN  |  MONDAY, 25 AUG 2014
... trust in advisers. New NAB Financial Planning advisers will need to hold a relevant degree qualification and an advanced diploma in financial planning; or be working towards completing one within three years. Existing financial planners will be required ...

Movers and shakers

... institutional distribution in 2006. He holds a Bachelor of Commerce from the University of New South Wales and a Graduate Diploma of Financial Planning. Nikko sets up new multi-asset desk in Singapore Nikko Asset Management, the parent company of Tyndall ...

Perpetual appoints research head from SSgA

STAFF WRITER  |  THURSDAY, 21 AUG 2014
... institutional distribution in 2006. He holds a Bachelor of Commerce from the University of New South Wales and a Graduate Diploma of Financial Planning.

Advisers to study for 200 hours under TASA

LAURA MILLAN  |  WEDNESDAY, 20 AUG 2014
... "the lack of a comprehensive education on Australian taxation law is therefore reflected in both the financial planning diploma and advanced diploma course syllabuses examined." It added that advice given by tax financial advisers "extends well beyond ...

Market Wrap AM

AAP  |  MONDAY, 18 AUG 2014
The Australian sharemarket is expected to open slightly higher on Monday despite flat trading in the US at the end of last week. The September share price index futures contract was up 10 points at 5,516. Earning season continues this week with National ...

IOOF appoints national technical manager

ALICE URIBE  |  THURSDAY, 14 AUG 2014
... June and is now a senior wealth adviser at Chan & Naylor Australia Financial Planning. She has a Bachelor of Arts Degree, Diploma in Financial Planning and Certificate IV in Workplace Training and Assessment.

Planning industry on brink of golden era

MARK SMITH  |  THURSDAY, 7 AUG 2014
... individuals to put pressure on each other to raise professional standards saying: "About 40% of advisers only have the diploma and that's not good enough." He added: "There are some advisers who aren't good enough and they've got to go but there are ...

Market Wrap AM

AAP  |  WEDNESDAY, 30 JUL 2014
The Australian market looks set to open flat following losses on Wall Street after the United States and the European Union broadened sanctions on Russia, overshadowing US economic data and earnings reports. At 0808 AEST on Wednesday, the September ...

CBA to fund adviser education and association membership

LAURA MILLAN  |  FRIDAY, 18 JUL 2014
... Standard that "CBA will support existing advisers transition to the new requirements by providing funding for the advanced diploma in financial planning." The bank also plans to fund employed planners' membership to a relevant industry association. As ...