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Showing 411 - 415 of 415 results for "Pathway"

New planners lack listening skills

HAMISH MADDEN  |  MONDAY, 11 DEC 2006
Research from Deakin University has found that recently qualified financial planners are deficient in listening skills and lack the required knowledge to formulate a plan for those approaching retirement. The Deakin University research looked at 162 ...

We need professional education courses that set advisers apart: AFA

KATE HAGE  |  WEDNESDAY, 12 APR 2006
... the diploma of financial planning, an adviser will be able to complete a post nominal. The AFA have been working on a pathway to achieve this with a number of hurdles that will say 'this is the highest level of professionalism there is and these are ...

Ipac changes Pathways and creates new asset class

Not content with its previous asset allocation strategy, ipac has released its revamped Pathways portfolios, which now lends more weight to international property securities and includes the 'alternative income' asset class. The group has said that ...

ipac launches a new pathway in multi-management

Financial planning dealer group ipac has launched Pathways Value, a new multi-manager portfolio which includes significant exposure to alternative assets with allocations to traditional asset classes. With $10 billion in funds under management (FUM) ...

FPA implements education changes

... (CFP's), continuing professional development programs for all practising financial planners, and accreditation of CFP 'pathway' education programs.