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Showing 351 - 360 of 458 results for "Pathway"

Institutions suffer financial adviser drain

ALEX BURKE  |  MONDAY, 19 FEB 2018
... only have to kick six people around," but the lesser-known side-effect of this is that new entrants have a restricted pathway into the industry. And this, he said, is why one sees a pattern of migration. This is an extract of a news story first published ...

LIF reforms to drive specialised advice industry

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
... of professional development pathways similar to those used in the legal, accounting and engineering sectors. Bombora's pathway has often involved transitioning through administrative roles, then para-planning and finally financial advice. Late last year ...

FPA clarifies role in shaping existing adviser standards

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2018
... standard for new advisers, as it had originally been developed by the FPEC to provide curriculum and assess courses as a pathway into the FPA's own Certified Financial Planner designation. "The FPEC approved list was adopted by FASEA in October last ...

Government expert panel hands down proposed education standards for existing advisers

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2017
Under the proposed standards released today by the Financial Adviser Standards and Ethics Authority, all existing advisers will be required to make a choice between several different education pathways -and some of their current qualifications may fail ...

QIC receives $200m green loan

EMMA RAPAPORT  |  THURSDAY, 23 NOV 2017
QIC's Global Real Estate shopping centre fund is set to benefit from a multi-million dollar boost to undertake improvements in energy performance across the portfolio. Specialist clean energy financier the Clean Energy Finance Corporation will invest ...

PIMCO launches adviser education tool

ALEX BURKE  |  WEDNESDAY, 22 NOV 2017
... solutions," PIMCO explained. PIMCO head of Australia and New Zealand Adrian Stewart added: "In today's FoFA environment the pathway to longer term and deeper relationships is through education and PIMCO is uniquely able to provide financial advisers ...

For Stanford Brown, life begins at 30

MICHELLE BALTAZAR  |  THURSDAY, 9 NOV 2017
... how it plans to grow the business in the years ahead. First, the group plans to attract and nurture talent through its 'Pathway to Partnership' scheme. "We envisage a larger company and we believe that to retain great advisers and staff, you need to ...

AFA praises FASEA's 'sensible' first priority

JAMIE WILLIAMSON  |  FRIDAY, 27 OCT 2017
... Financial Advisers believes the Financial Adviser Standards and Ethics Authority's decision to first clarify the education pathway for new advisers is an encouraging first step by the board. The move by FASEA has been welcomed by the AFA, with chief ...

FASEA announces first focus

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
... for new industry entrants. Following its October board meeting, FASEA released the structure of the degree requirement pathway for new entrants to the financial advice industry. As of 1 January 2019, all new entrants will be required to have completed ...

XPLAN expands adviser training offer

DARREN SNYDER  |  THURSDAY, 5 OCT 2017
Industry software provider IRESS recently enhanced its training offer to include CPD point accreditation and introduced a program of structured learning pathways. The changes to XPLAN education and training took effect this week, and include a program ...