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Showing 21 - 30 of 43 results for "Advanced Diploma"

Adviser standards need a tidy

DARREN SNYDER  |  MONDAY, 11 JAN 2016
... Financial Advisers (AFA) agree that existing financial advisers should be qualified at AQF6 - in line with the Advanced Diploma of Financial Planning rather than an undergraduate degree or AQF7. AFA chief executive Brad Fox said there are financial advisers ...

FEATURE: Adviser education

FINANCIAL STANDARD  |  MONDAY, 25 MAY 2015
... substantial involvement in the preparation or presentation of financial planning advice, plus attainment of the Advanced Diploma in Financial Planning by 31 December 2017. This is by no means the minimum requirements at every financial services workplace. ...

Financial Wisdom and Count also subject to higher standards

LAURA MILLAN  |  THURSDAY, 23 OCT 2014
... Advisers, existing staff and authorised representatives under these licensees will be required to hold either an advanced diploma in financial planning; a degree in finance, business, commerce or a related field; certified financial planner professional ...

AFA names 10th Rising Star Award winner

ALICE URIBE  |  SUNDAY, 12 OCT 2014
... an advice panel "for younger people starting out." He has a Diploma of Financial Planning and has started his Advanced Diploma. The award has been responsible for attracting new talent to a career in financial advice according to ANZ Wealth. It is also ...

BT unveils tougher adviser standards

LAURA MILLAN  |  TUESDAY, 26 AUG 2014
... standards, which include the requirement for new planners need to hold a relevant degree qualification and an advanced diploma in financial planning; or be working towards completing one within three years. Existing financial planners will be required ...

NAB gives advisers 3 years to meet tougher standards

LAURA MILLAN  |  MONDAY, 25 AUG 2014
... trust in advisers. New NAB Financial Planning advisers will need to hold a relevant degree qualification and an advanced diploma in financial planning; or be working towards completing one within three years. Existing financial planners will be required ...

Advisers to study for 200 hours under TASA

LAURA MILLAN  |  WEDNESDAY, 20 AUG 2014
... comprehensive education on Australian taxation law is therefore reflected in both the financial planning diploma and advanced diploma course syllabuses examined." It added that advice given by tax financial advisers "extends well beyond merely the broad ...

CBA to fund adviser education and association membership

LAURA MILLAN  |  FRIDAY, 18 JUL 2014
... Standard that "CBA will support existing advisers transition to the new requirements by providing funding for the advanced diploma in financial planning." The bank also plans to fund employed planners' membership to a relevant industry association. As ...

FPA sets out opposition to self-education cap

LAURA MILLAN  |  THURSDAY, 18 JUL 2013
... proposes to increase competency and training standards for advisers. The paper suggests that advisers should have an advanced diploma level from 2015 and a university degree level from 2019. The FPA estimates that an advance diploma on Financial Planning ...

Fin planning jobs fall 60pc

MICHAEL HOBBS  |  TUESDAY, 5 MAY 2009
... point for advisers "with experience". Those employers offering $70,000 per annum are seeking candidates with an Advanced Diploma of Financial Services, while successful candidate for a $80,000 per annum job needs at least three to five years experience. ...