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Showing 131 - 140 of 172 results for "education standards"

Higher adviser education standards boost CFP demand

LAURA MILLAN  |  MONDAY, 10 NOV 2014
... certification program has increased by 100%, following the big institutions' initiative to increase the minimum education standards for financial advisers. The Financial Planning Association (FPA), which provides the CFP certification, said that enrolments ...

Financial Wisdom and Count also subject to higher standards

LAURA MILLAN  |  THURSDAY, 23 OCT 2014
Advisers at Commonwealth Bank-owned (CBA) Financial Wisdom and Count Financial will be subject to higher education standards from today, joining their counterparts at Commonwealth Financial Planning and BW Financial Advice. The new standards apply to ...

FPA chair Rowe stands down, Kendall takes the reins

LAURA MILLAN  |  TUESDAY, 21 OCT 2014
... Future 2. Louise Lakomy steps down after two terms as a board member. She has been a strong advocate of higher education standards and has led the way to building the FPA's student membership to record levels.

The pathway to professionalism

LAURA MILLAN  |  FRIDAY, 17 OCT 2014
Large financial institutions are raising education standards for their financial advisers. For those already holding the right qualifications it will be business as usual, but for those who need to do some studying, Laura Millan has come up with a guide ...

FPA appoints new CRC Chair, rolls out education standards

STAFF WRITER  |  WEDNESDAY, 15 OCT 2014
... Education Council (FPEC) gifted to the industry as an independent body that would become the gatekeeper of minimum education standards and requirements for those providing personal financial advice to consumers. "Now is not the time to reinvent the wheel ...

BT launches 'ground-breaking' advice register

JAMES FERNYHOUGH  |  TUESDAY, 14 OCT 2014
... planners is what we all should be doing every day." Along with 'Adviser View', BT announced it would be lifting education standards for all its advisers. By the end of 2019 all advisers employed in the Westpac, St. George, Bank of Melbourne and Bank ...

Adviser trust improves client outcomes

MARK SMITH  |  TUESDAY, 7 OCT 2014
... Practitioners (FChFP) and 13% hold another financial planning qualification. Industry bodies have advocated improved education standards for some time. In the past two months major banks inlcuding CBA, Westpac, NAB and financial services giant AMP have ...

Advice associations under conflict of interest on professionalism: ASIC

LAURA MILLAN  |  TUESDAY, 23 SEP 2014
... in a submission to the Parliamentary Joint Committee (PJC) inquiry into adviser professional, ethical and education standards in the financial services industry. Quoting a report by the regulator's taskforce on industry self-regulator chaired by Professor ...

AMP Horizons launches online masters with Griffith University

LAURA MILLAN  |  THURSDAY, 11 SEP 2014
... Griffith University will provide an alternative pathway for advisers across AMP's network to achieve AMP's new education standards. AMP Horizons' current Career Changer Programs involves a 12-month structured training pathway to becoming a qualified ...

Advisers ask for segmented education standards

LAURA MILLAN  |  WEDNESDAY, 10 SEP 2014
Financial advisers have asked that the minimum education standards are not set up following a 'one size fits all' approach, but instead take into account individual advisers' areas of focus. As part of the Association of Financial Advisers (AFA) Female ...