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Showing 141 - 150 of 170 results for "education standards"

Higher adviser education should kick off on 2018: FPA

LAURA MILLAN  |  THURSDAY, 4 SEP 2014
... Corporations and Financial Services is conducting an inquiry into proposals to lift the professional, ethical and education standards in the financial services industry. The FPA said that there needs to be "an appropriate transition and pathway options ...

Call general advice 'sales': CBA

ALICE URIBE  |  FRIDAY, 29 AUG 2014
... emerging systemic risks," it said. The submission was also supportive of promoting a "combination of higher education standards for financial advisers and technology-neutral regulatory environments to stimulate affordable, accessible and appropriate ...

BT unveils tougher adviser standards

LAURA MILLAN  |  TUESDAY, 26 AUG 2014
... standard," the spokesperson said. Yesterday, NAB/MLC said that its advisers will have three years to meet the new education standards, which include the requirement for new planners need to hold a relevant degree qualification and an advanced diploma ...

NAB gives advisers 3 years to meet tougher standards

LAURA MILLAN  |  MONDAY, 25 AUG 2014
National Australia Bank (NAB) and MLC financial planners have three years to meet the new education standards, which require advisers to hold tertiary qualifications. NAB/MLC has been the latest to join the wave of Australian large financial institutions ...

Advisers to study for 200 hours under TASA

LAURA MILLAN  |  WEDNESDAY, 20 AUG 2014
... drafts on education requirements under the Tax Agent Services Act (TASA) 2009. The TPB considered the minimum education standards for financial advisers to be insufficient and noted that "the lack of a comprehensive education on Australian taxation law ...

New PJC inquiry will "close the loop" on consumer protection

LAURA MILLAN  |  WEDNESDAY, 30 JUL 2014
A new parliamentary inquiry to lift professional, ethical and education standards in the financial services industry will help close the loop on the consumer protection mechanism, Financial Planning Association (FPA) chief executive Mark Rantall has ...

BT asks for full adviser disclosure to consumers

LAURA MILLAN  |  MONDAY, 21 JUL 2014
BT Financial Group chief executive Brad Cooper said raising adviser education standards is not enough and demanded that consumers be able to get full access to information about all Australia's financial planners. "Education is critical but assessed ...

CBA to fund adviser education and association membership

LAURA MILLAN  |  FRIDAY, 18 JUL 2014
... Bank (CBA) has confirmed that it will provide full funding to cover costs involved with the tougher adviser education standards announced last week. As revealed by Financial Standard, CBA decided to raise adviser standards in the wake of the final report ...

CBA unveils tougher adviser standards

LAURA MILLAN  |  MONDAY, 14 JUL 2014
... Australian Securities and Investments Commission (ASIC), the Commonwealth Bank (CBA) will lift the minimum education standards for its financial advisers and demand that they belong to a professional association. The move aims to "regain some of that ...

Treasury contemplates TASA relief for experienced advisers

LAURA MILLAN  |  THURSDAY, 26 JUN 2014
... exempted from the ongoing education and experience requirements, which include meeting tax and commercial law education standards. Planners will need to prove that they have had six years of working experience as financial advisers over the past eight ...