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Showing 361 - 370 of 415 results for "Pathway"

CFP program attracts 700 students in one semester

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
... there are 5,500 CFP accredited advisers in Australia and Rantall stressed the importance of creating a "personalised" pathway into the program. He said that some of the students enrolled this semester are returning students that are re-entering the program ...

SMSF Association introduces new accreditation

MARK SMITH  |  THURSDAY, 19 FEB 2015
... with the industry on a service which includes an 'Accountant Licensing Solution' diagnostic tool. "We have built a career pathway for all SMSF professionals and it is this professionalism, reinforced by strong ethical standards, which sets the SMSF Association ...

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... business structure is acting as a disruptive force challenging traditional product-based fee models while also providing a pathway for new funds managers to enter the investment management market. As a result, more than half the intermediaries surveyed ...

Murray's FSI: consumers win round one

ALEX DUNNIN  |  SUNDAY, 7 DEC 2014
Everything is political and especially so with the super-charged high stakes poker game on display in the Financial System Inquiry (FSI) where the battle lines were quickly drawn between financial product providers versus consumers. And after listening ...

Netwealth appoints joint managing director

LAURA MILLAN  |  MONDAY, 1 DEC 2014
... director, with responsibilities over the business' platform operator netwealth Investments, Financial Planning Services, Pathway Licensee Services and Bridgeport Financial Services. The group's chairman Jane Tongs said that the appointment "is an important ...

Higher adviser education standards boost CFP demand

LAURA MILLAN  |  MONDAY, 10 NOV 2014
The demand for the Certified Financial Planner (CFP) certification program has increased by 100%, following the big institutions' initiative to increase the minimum education standards for financial advisers. The Financial Planning Association (FPA) ...

The pathway to professionalism

LAURA MILLAN  |  FRIDAY, 17 OCT 2014
Large financial institutions are raising education standards for their financial advisers. For those already holding the right qualifications it will be business as usual, but for those who need to do some studying, Laura Millan has come up with a guide ...

Kate McCallum wins AFA Female Excellence in Advice Award

LAURA MILLAN  |  TUESDAY, 14 OCT 2014
... Kate McCallum. The award, in partnership with TAL, seeks to focus attention on financial advice as an excellent career pathway for women as well as to close the advice gap that exists between the willingness of Australian women to seek financial advice ...

AFA presents renewed strategy and Narrative

LAURA MILLAN  |  SUNDAY, 12 OCT 2014
AFA chief executive Brad Fox set the scene for this year's Conference in Cairns unveiling the 'AFA Narrative', a redesigned strategy built around the concepts of market health, advice culture, regulation, public perceptions and advice factors. "We've ...

Adviser trust improves client outcomes

MARK SMITH  |  TUESDAY, 7 OCT 2014
... information, follow their treatment plan and even recover faster. There are strong parallels with advice, so if education is the pathway to greater trust and trust leads to greater profitability, then the banks' recent move, may yet be a long-term winner. ...