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Showing 21 - 30 of 80 results for "Adviser education"

FASEA accelerates degree equivalency agenda

JAMIE WILLIAMSON  |  THURSDAY, 15 FEB 2018
... executive Deen Sanders told the SMSF Association's 2018 National Conference that as part of the new financial adviser education regime a proposed framework for degree equivalence will be released in coming weeks. "Having heard the anxiety, the FASEA ...

Modern business demands driving adviser education uptake

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
Financial advisers enrolling in higher education are focused on increasing productivity and boosting the operational efficiency of their practices, according to Mentor Education. The education provider believes increased enrolments in its courses demonstrate ...

Group insurance dominates life insurance channels: Poll

KARREN VERGARA  |  MONDAY, 29 JAN 2018
... to the employer, where it is generally combined with superannuation," he said. This week we ask, with the new adviser education standards taking effect 1 January 2019, what further qualifications are applicable ?

PIMCO launches adviser education tool

ALEX BURKE  |  WEDNESDAY, 22 NOV 2017
PIMCO has launched a new education platform to provide online resources for advisers about fixed income and global markets. The new PIMCO Market Intelligence platform includes a six-part CPD-accredited course along with case studies, video tutorials ...

Adviser tops the class for education excellence

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
A leader among financial advisers has been rewarded for his energy and commitment to ongoing adviser education at time when it's top of mind in the industry. Maxim Private Wealth's Michael Ward was presented the 2017 AFA Excellence in Education in Award ...

Mastering education skillsets will be long-term: Research

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
... the Association of Financial Advisers' latest white paper may have significant implications on the incoming adviser education standards. Research supporting the association's 'A new advice competency framework' white paper shows that because different ...

Mason Stevens wins 2017 Technical Paper of the Year

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
... Bignill at the annual Financial Standard Best Practice Forum in Managed Accounts, the award seeks to further adviser education in managed accounts through high-quality and insightful technical papers on the subject. The paper, entitled 'Redefining your ...

Inaugural Technical Paper of the Year awarded

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
... Bignill at the annual Financial Standard Best Practice Forum in Managed Accounts, the award seeks to further adviser education in managed accounts through high-quality and insightful technical papers on the subject. The paper, entitled 'Redefining your ...

Adviser education renews ethics focus

KARREN VERGARA  |  MONDAY, 4 SEP 2017
Financial advisers will see a raft of new courses around ethics and integrity as these issues come to the fore ahead of the code of ethics to be introduced from the industry's new regulatory body. Ramping up efforts in ethics education is a bold move ...

Advice requires customisation: Research

KARREN VERGARA  |  WEDNESDAY, 26 JUL 2017
... interpersonal skills - which are four times more critical to anything else - is what makes a trusted adviser. Adviser education and professionalisation initiatives, which as of late have taken centre stage in the industry should really be a hygiene factor ...