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Showing 291 - 300 of 982 results for "Training"

HUB24 upgrades distribution capabilities

HARRISON WORLEY  |  THURSDAY, 5 DEC 2019
... 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 ...

Bill to defer adviser education standards tabled

ELIZABETH MCARTHUR  |  THURSDAY, 5 DEC 2019
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 ...

How much a self-licensee spends on compliance

KANIKA SOOD  |  THURSDAY, 28 NOV 2019
... 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 ...

Advice associations welcome ASIC stance

HARRISON WORLEY  |  WEDNESDAY, 27 NOV 2019
... 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 ...

ASIC outlines Code of Ethics expectations

ELIZA BAVIN  |  TUESDAY, 26 NOV 2019
... 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 ...

AFA calls out FASEA chief inconsistency

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
... 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 ...

AFA calls for clarity on ethics code

ELIZABETH MCARTHUR  |  WEDNESDAY, 23 OCT 2019
... 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 ...

Whistleblower calls out approved product lies

ELIZA BAVIN  |  WEDNESDAY, 23 OCT 2019
... 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 ...

FASEA clears up code of ethics

ELIZA BAVIN  |  MONDAY, 21 OCT 2019
... 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 ...

IOOF expands advice team

ELIZA BAVIN  |  WEDNESDAY, 2 OCT 2019
... 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 ...