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| | | ... provider expanded its distribution team, hiring several business development managers and appointing a national team of training and relationship managers to support financial advisers. Former CommSec Adviser Services state manager Lydia Pearson links ... |
| | | | The bill to defer the education and training standards for existing financial advisers was introduced in the House of Representatives today. The bill was circulated by the authority of Michael Sukkar, minister for housing and Assistant Treasurer. It ... |
| | | | ... currently going towards compliance, including personal indemnity insurance, memberships to industry bodies, audits and training. "The biggest component of that is likely the PI [personal indemnity] insurance," Martyn said. The labour cost of implementing ... |
| | | | ... expects licensees ensure planners are aware of their need to comply with the code from January 1 2020, and to provide training and guidance to advisers on the types of conduct that is either consistent or inconsistent with the code. "The FPA will continue ... |
| | | | ... to ensure that advisers comply with the code include ensuring they know the date the code comes into effect; providing training to ensure conduct is consistent with the code; and ensuring proper communication channels are open to advisers who are seeking ... |
| | | | ... standard." He said recognition of the Advanced Diploma of Financial Planning is proof that FASEA has the capacity to approve training that is not at a degree level. Anderson added that the discussion evidently mixed up the approval of professional designations ... |
| | | | ... However, FASEA said in a media release accompanying the guidance: "The making of the Code and changes to education and training standards, reflect community expectations that the provision of professional advice be centred on serving the best interests ... |
| | | | ... understand complicated, technical and sometimes 'unsafe' policies, the purveyors of which practiced zero adviser training or education on the policy terms and conditions," Morris said. "My assessment is that restricted life insurance APLs are ... |
| | | | ... as a legislative instrument, the code has the force of law." "The implementation of industry-wide higher educational, training and ethical requirements will require a universal effort over the coming years. FASEA considers that this effort is worth making ... |
| | | | ... for licensees, including Advice Systems and Technology, Advice Innovation, Adviser Marketing and Events, Operations and Training and Advice Research. The fund also permanently appointed Renato Mota as its new chief executive in June of this year. IOOF ... |
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