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Showing 631 - 640 of 982 results for "Training"

FPA sets out opposition to self-education cap

LAURA MILLAN  |  THURSDAY, 18 JUL 2013
... Financial Planning costs around $1,800 and that an average adviser would spend between $1,500 and $2,000 per year on training to maintain his or her CPD points. "We are talking about the basic training, so if an adviser wants to specialise in certain ...

ASIC orders further PIS scrutiny over compliance concerns

LAURA MILLAN  |  WEDNESDAY, 17 JUL 2013
... announcement, PIS owner Centrepoint Alliance made public the appointment of an executive team that will aim at improving adviser training and client services. The dealer group also announced the appointment of the independent expert, although it didn't ...

Self-education cap could prevent professional development

LAURA MILLAN  |  WEDNESDAY, 10 JUL 2013
... to the financial services industry, which has recently gone through major regulatory changes that will require extra training for advisers and accountants. "If the cap is approved, there is an absolute risk that people don't pursue this career and look ...

FoFA still in need of changes: industry

LAURA MILLAN  |  WEDNESDAY, 3 JUL 2013
... preoccupation with fee disclosure statements. "It's only an administration point, the pillars of FoFA are education, training and the best interest duty, that's what advisers should be focusing on," FPA general manager of Policy and Standards Dante De ...

Suncorp forced to improve compliance after ASIC review

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
... breaches in its insurance businesses. It will also have to work on administering insurance policy customer discounts and training representatives in its general insurance business. The breaches reported by Suncorp included failure to provide promoted ...

Former Deutsche PM joins 90 West

MARK SMITH  |  WEDNESDAY, 26 JUN 2013
... long short Australian equities. 90 West said he has strong risk management skills stemming from his mining engineering training, industry experience and from managing many different portfolio styles in multiple firms over 20 years.

Accountants eye full AFS licence

LAURA MILLAN  |  MONDAY, 24 JUN 2013
... licence, ahead of July 1, 2013, when accountants will be able to apply for a limited licence. Lane explained that the training needed to get a limited licence is equivalent to 95% of the training needed for a full licence. However, under a limited licence ...

ASIC proposes stricter training requirements for advisers

LAURA MILLAN  |  MONDAY, 24 JUN 2013
... increase in the knowledge and skill requirements for financial planners. The regulator has released a consultation paper on training standards for planners who provide financial product advice and is open for submissions until September 30, 2013. The ...

ASIC releases more detail on limited AFS licence

LAURA MILLAN  |  MONDAY, 17 JUN 2013
... limited AFS licence and it gives more details on the steps needed to apply for the licence. It also provides guidance on training requirements and on how to convert a limited AFS licence to an AFS licence with broader authorisations. Accountants are ...

BDMs facing major changes without industry support

LAURA MILLAN  |  THURSDAY, 13 JUN 2013
... services on more than 15 areas including sales and marketing assistance to advisers, business strategic planning, product training, succession planning and compliance monitoring. "To do all these components well is absolutely impossible," Business Health ...