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Showing 231 - 240 of 623 results for "Learning"

CFP coursework approved

ELIZABETH MCARTHUR  |  TUESDAY, 27 AUG 2019
... the FPA CFP designation between 1 July 1999 and 31 December 2003 are eligible for two credits in recognition of prior learning in an approved graduate diploma. FASEA chief executive officer Stephen Glenfield said: "The awarding of credits for the CFP ...

FPA offers postgrad course discounts

HARRISON WORLEY  |  THURSDAY, 22 AUG 2019
... will need to complete as part of the new FASEA education requirements," De Gori said. "Along with FPA Learn - an online learning platform that brings together all members' FPA education and professional development needs - these discounts will be valuable ...

NEOS Life partners with insurance tech firm

KARREN VERGARA  |  WEDNESDAY, 14 AUG 2019
... added. Found in 50 locations globally, Ebix provides software and e-commerce services to the insurance, financial, e-learning and healthcare industries. It aims also to provide software-as-a-service (SaaS) solutions in CRMs, front-end and back-end systems ...

FASEA approves more coursework

KARREN VERGARA  |  MONDAY, 12 AUG 2019
... designation in or after 2001 (offered by the Portfolio Construction Forum) have been awarded one credit recognition for prior learning (RPL) to attain professional designation. Those who have attained the Chartered Financial Analyst (CFA) designation ...

Macquarie asset management business down

ELIZABETH MCARTHUR  |  FRIDAY, 26 JUL 2019
At the Macquarie Group annual general meeting chief executive Shemara Wikramanayake said the group was performing in line with expectations, despite the annuity-style businesses, including Macquarie Asset Management, being down. Addressing the AGM ...

AFA expands support for paraplanners

ELIZABETH MCARTHUR  |  MONDAY, 22 JUL 2019
The Association of Financial Advisers (AFA) launched a new community of practice for paraplanners. AFA Pulse has been designed as an online community, launched with a Facebook page. Any AFA members who are paraplanners or looking to move into paraplanning ...

CPA, CAANZ designations approved

KANIKA SOOD  |  THURSDAY, 18 JUL 2019
Chartered accountants and CPAs will now be able to claim credits for prior learning towards meeting the FASEA education standards for financial advisers. The Financial Adviser Standard and Ethics Authority will approve one credit for advisers who have ...

New strategic advisory lead at Willis Towers Watson

ELIZABETH MCARTHUR  |  THURSDAY, 11 JUL 2019
Willis Towers Watson announced a new head of strategic advisory, investments. Jessica Melville steps up to the position after 10 years with the firm, joining in 2008 as an analyst. Prior to joining Willis Towers Watson, Melville worked as an investment ...

Pendal appoints machine learning expert

ELIZABETH MCARTHUR  |  THURSDAY, 27 JUN 2019
Pendal is welcoming a machine learning quantitative analyst to its bond, income and defensive strategies boutique. Itay Feldman has been recruited by Pendal - initially on a one year contract - with the goal of integrating machine learning into the ...

FASEA approves association designations

ELIZABETH MCARTHUR  |  THURSDAY, 27 JUN 2019
... Practitioner (FChFP) and Chartered Life Practitioner in or after 2013 will receive two credits for recognition of prior learning. This is in line with the application submitted by the AFA to FASEA. Advisers who completed the SMSFA's SMSF Specialist Adviser ...