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Showing 41 - 50 of 82 results for "Adviser education"

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 ...

TAL to invest $150 million in adviser support

ALEX BURKE  |  THURSDAY, 9 JUL 2015
... "commitment to advisers," TAL will invest $150 million in adviser support services. Specifically, these include: adviser education programs; online pre-assessment requests for review by TAL underwriters; client insurance data feeds which can be automatically ...

AFA, FPA yet to commit to FSC life risk agenda

ALEX BURKE  |  TUESDAY, 16 JUN 2015
... scrutiny are reductions in upfront commissions, regulatory measures to combat insurance "policy churn", improved adviser education on insurance and expansion of approved product lists (APLs). All the above, it should be noted, were addressed in the Life ...

FEATURE: Adviser education

FINANCIAL STANDARD  |  MONDAY, 25 MAY 2015
With minimum education standards surely now set to rise in the financial planning industry, the Financial Standard team has asked experts to outline what the new rules might look like and the possible routes advisers can take. What qualities will the ...

ClearView predicts end of independent financial advice

ALEX BURKE  |  WEDNESDAY, 1 APR 2015
... was supportive of some aspects of Trowbridge and the FSI's recommendations - the submission encouraged lifting adviser education standards and addressing cultural barriers to good practice. It added that Trowbridge's recommendation to provide at least ...

CFP program attracts 700 students in one semester

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
... (FPA) Certified Financial Planner (CFP) program has attracted 700 students this semester, following the rise in adviser education standards in most large dealer groups. "The volume of enrolments to the program this semester marks the desire by financial ...

Life insurance commissions must remain an option: AFA

LAURA MILLAN  |  WEDNESDAY, 11 FEB 2015
... 41 and determined that 127 files (63%) were correct, but rated 75 files (37%) as failed. Anderson said that adviser education, a change in culture within the industry or following a code of conduct are key to improve life insurance advice.

Industry waiting on Frydenberg for adviser education guidance

LAURA MILLAN  |  MONDAY, 19 JAN 2015
... newly-appointed Assistant Treasurer Josh Frydenberg to make public the government's position on the Senate inquiry into adviser education standards. Financial Planning Association (FPA) general manager of policy and conduct Dante De Gori told Financial ...