Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 41 - 50 of 162 results for "education standards"

Support staff should meet FASEA standards

ELIZABETH MCARTHUR  |  FRIDAY, 20 SEP 2019
... more stringent rules may apply to them in the future - in the same way that advisers are currently facing new education standards. "You have to think it will come up down the track that if we say that everyone who is an adviser has to meet certain standards ...

One regulatory regime enough: FSC

HARRISON WORLEY  |  FRIDAY, 13 SEP 2019
... said. "Ongoing changes to the regulatory environment for financial advisers, including new professional and education standards are transforming financial advisers into a profession in line with other professions such as accounting and law. "These changes ...

Government extends FASEA deadlines

KARREN VERGARA, JAMIE WILLIAMSON  |  FRIDAY, 30 AUG 2019
... of ethics and be a member of an ASIC-approved code monitoring scheme. "While making these changes to raise education standards in the industry, we also need to balance the impact of these reforms against maintaining the ongoing availability, quality ...

CountPlus' 100-day plan for Count Financial

ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... bring Count Financial into the modern age of advice, not only making it comply with legislation around new education standards and the banning of grandfathered commissions, but also forming a standard bearer for what a financial advice business of the ...

FASEA approves more coursework

KARREN VERGARA  |  MONDAY, 12 AUG 2019
... Authority has approved a number of education credits and bridging courses to help financial advisers meet its education standards. Coursework offered by the Certified Investment Management Analyst (CIMA), CFA Societies Australia and Queensland University ...

CPA, CAANZ designations approved

KANIKA SOOD  |  THURSDAY, 18 JUL 2019
... Chartered accountants and CPAs will now be able to claim credits for prior learning towards meeting the FASEA education standards for financial advisers. The Financial Adviser Standard and Ethics Authority will approve one credit for advisers who have ...

FASEA approves association designations

ELIZABETH MCARTHUR  |  THURSDAY, 27 JUN 2019
... Association of Financial Advisers (AFA) and the Self-Managed Superannuation Fund Association (SMSFA) as part of its education standards for financial advisers. Advisers who completed the AFA's Fellow Chartered Financial Practitioner (FChFP) and Chartered ...

ASIC FAR, advice industry contract

JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... a combination of natural attrition and also multitude of reforms impacting the industry at present such as education standards and changes to advice remuneration. For context, Rainmaker data shows in the three years to December 2018 about 7000 new advisers ...

The case for tax deductible advice

JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
... calls for advice to be deemed tax deductible, as advice businesses grapple with the pressures of increased education standards and the Royal Commission. XY Adviser, along with its 3200 members, is arguing that as financial advice moves closer to professionalising ...

FPA moves to improve adviser mental health

ELIZABETH MCARTHUR  |  FRIDAY, 31 MAY 2019
... taken a toll on many financial planners. "We are in the midst of extraordinary change as a profession. Higher education standards are forcing many of us to go back to the books and study, which is not easy when you're running a business, a family, and ...