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Showing 41 - 50 of 89 results for "Adviser education"

Advisers must prepare for the next generation of clients

EMMA RAPAPORT  |  WEDNESDAY, 7 JUN 2017
... to Daniel, is to dive in and experience them first hand. "A lot of these new products aren't present in the adviser education materials so in order to educate clients, advisers will need to educate themselves," Daniel said. "Luckily, these products don't ...

Franklin Templeton launches adviser education tool

KARREN VERGARA  |  MONDAY, 27 MAR 2017
Franklin Templeton Investments has launched its global online training portal for advisers in the Australian market. Franklin Templeton Academy provides an interactive learning curriculum for financial advisers aiming to enhance financial planning knowledge ...

IOOF introduces digital adviser education hub

JAMIE WILLIAMSON  |  FRIDAY, 24 FEB 2017
IOOF launched a new digital investment tool for advisers. The online hub, Investment Central, will provide advisers with access to three different resource pools to help them in developing the best possible strategy for their clients. 'The Knowledge ...

Elders introduces adviser education scholarships

KERRIE SYDEE  |  MONDAY, 24 OCT 2016
Elders Financial Planning is introducing education scholarships to support its adviser network ahead of the proposed education reforms. Elders Financial Planning general manager Tony Beaven said the scholarships are open to all advisers in the Elders ...

Zurich launches education curriculum

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
Zurich Financial Services Australia has launched the Zurich Curriculum, in a bid to support adviser education and development. The Zurich Curriculum aims to provide advisers and their support staff with the skills and knowledge to build specialist expertise ...

NAB partnership puts adviser education at forefront

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
... demonstration of NAB's commitment to increasing professional standards, adding to our continuing focus on increasing adviser education levels and requiring all advisers across our network to be members of a professional association. "We believe ethics ...

Associations support adviser standards amendments

DARREN SNYDER  |  FRIDAY, 29 APR 2016
... asking for high-risk and high-reward, they'll have the behaviour set accordingly." The timeframe to meet the adviser education and exam requirements has been revised from 1 July 2017 to 1 January 2019, while existing advisers will have until 1 January ...

Government releases adviser education legislation

ALEX BURKE  |  FRIDAY, 4 DEC 2015
The Government has released exposure draft legislation for raising the professional standards for financial advisers. The draft legislation stipulates that new advisers will require a degree, a professional year of training and pass an exam. Current ...

CBA publicly welcomes former staff bans

MARK SMITH  |  THURSDAY, 8 OCT 2015
... enhanced supervision and monitoring, advocacy for an industry wide passport scheme and continuing improvements in adviser education.

AMP offers Adviser Academy course via Griffith

ALEX BURKE  |  THURSDAY, 24 SEP 2015
AMP has redesigned its Horizons adviser education program and is now offering its Adviser Academy course through Griffith University. Changes in the redesign of the course include: raising entry standards to a degree equivalent, provisioning for graduates ...