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Showing 11 - 20 of 50 results for %22Kaplan Professional%22

FPA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 25 FEB 2021
... strived to obtain the best qualifications in the field." Manias completed a Masters of Financial Planning at Kaplan Professional before choosing to become a CFP professional. "Working through realistic case studies in depth and completing SOAs was the ...

Count Financial bolsters team as part of transition

ELIZABETH MCARTHUR  |  THURSDAY, 17 OCT 2019
... Shannon Durrant. Concoran spent over four years at CBA. Prior to that, he held financial advice related roles at Kaplan Professional and AMP. CountPlus acquired 85% of Count Financial, with the 15% balance acquired by a wholly-owned subsidiary of the ...

FPA offers postgrad course discounts

HARRISON WORLEY  |  THURSDAY, 22 AUG 2019
... course fees for members. Deakin University, Swinburne University, TAFE NSW, the University of Newcastle and Kaplan Professional are the first institutions to offer the discounts with others on the way, according to the association. At Deakin, FPA members ...

AFA names education award finalists

KRISTI CHENG  |  WEDNESDAY, 14 AUG 2019
... respective communities to share their knowledge and experience. The winner will receive an education scholarship for study with Kaplan to the value of $25,000. Felicity Cooper of Cooper Wealth Management won last year's award. Financial Standard is the ...

Collaboration needed for AI and machine advice programs

OSKAH DUNNIN  |  TUESDAY, 15 JAN 2019
... of artificial intelligence and machine-based programs across the financial services industry, according to Kaplan Professional and Red Marker. In December 2018, multiple industry associations announced a code monitoring compliance scheme would be submitted ...

Education excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 11 OCT 2018
... and I would encourage you all to embrace that change." Cooper will receive a $25,000 education scholarship to study with Kaplan. Caleb Dozzi of Dozzi Financial Advice was highly commended for his significant achievements in furthering his education. ...

Financial advice as charitable giving

JAMIE WILLIAMSON  |  MONDAY, 1 OCT 2018
... Financial Advisers' Excellence in Education Award for 2017, Ward received a scholarship for study via Kaplan Professional. Instead, Ward negotiated with Kaplan to provide scholarships to West Australian high school students considering a career in ...

Adviser tops the class for education excellence

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... self-development skills that clients value so highly," Hakes said. Ward received a $25,000 education scholarship from Kaplan Professional. Russo lso received a $10,000 scholarship.

Increased scrutiny driving regtech need

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2017
Kaplan Professional is urging financial advisers and their licensees to embrace regtech solutions in the face of ASIC's recent crackdown on non-compliance. Kaplan and Red Marker - which was acquired by Kaplan earlier this year - are working together ...

Industry helps shape new adviser expectations

JAMIE WILLIAMSON  |  FRIDAY, 6 OCT 2017
... attitudes and behaviours. The white paper, produced in partnership with Beddoes Institute, Asteron Life and Kaplan Professional and the product of industry-wide collaboration, aims to provide insight as to the knowledge, attitudes and behaviours required ...