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Showing 671 - 680 of 2126 results for "Course"

AMP advice lead rejects AMPFPA claims

JAMIE WILLIAMSON  |  MONDAY, 19 AUG 2019
... announcement of the business' new direction, Wade said AMP has been meeting with individual practices to determine the best course of action for them and reinforce the support available to them. The feedback received in relation to the new strategy ...

Zurich inks exclusive retail distribution deal

KANIKA SOOD  |  TUESDAY, 13 AUG 2019
... downside, capacity and stable teams. Drennan has worked with Celeste's chief investment officer Frank Villante in the course of his previous work at Shadforth Financial and IOOF. Celeste is also replacing Sigma Funds Management on the $60 million ...

Ex-ANZ adviser goes solo

ELIZABETH MCARTHUR  |  TUESDAY, 13 AUG 2019
... not be able to," she said. While Laird is fully qualified with a relevant degree, she does have to do the FASEA ethics course and exam like all other advisers - she said she hopes to complete these hurdles by early next year. Though, compliance issues ...

FASEA approves more coursework

KARREN VERGARA  |  MONDAY, 12 AUG 2019
The Financial Adviser Standards and Ethics 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 ...

ASIC fines Finclear $70,000

KRISTI CHENG, KARREN VERGARA  |  FRIDAY, 9 AUG 2019
... to Chi-X as a special crossing, which is not permitted for on-market buy-backs as it is not carried out in the ordinary course of trading. According to ASIC, Finclear realised its error after the close of trading day, informed the regulator, and cancelled ...

FASEA exam results spark debate

ELIZABETH MCARTHUR  |  FRIDAY, 9 AUG 2019
... likely to be an ongoing debate around adviser education. "It may raise a further debate on whether or not the bridging course is necessary, but even there I assume (having not done it) that it will be a lot more in depth than the exam - which covered ...

Trustee firm adds executive

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
... Prior to joining the firm, Brown was head of group policy and compliance at NAB. She held a range of senior roles over the course of 15 years with the bank. MSC Group managing director Matthew Fletcher said: "We are delighted to attract the calibre of ...

FPA launches new CPD platform

ELIZABETH MCARTHUR  |  TUESDAY, 23 JUL 2019
The Financial Planning Association of Australia (FPA) launched a new continuous professional development solution for members. The FPA's My CPD solution will allow members to track their CPD on the FPA Learn online education platform. My CPD allows ...

CPA, CAANZ designations approved

KANIKA SOOD  |  THURSDAY, 18 JUL 2019
... credits. Advisers who completed these courses will have to complete the FASEA Ethics for Professional Advisers bridging course to meet the education standard. Today's approvals follow from June 14 approvals when FASEA released a list of approved qualifications ...

Asset manager reshuffles board

HARRISON WORLEY  |  THURSDAY, 11 JUL 2019
... negative share price performance. Representing the company's largest shareholder [Australian Style Group], I am, of course, highly motivated to both recover and create value for all of our members going forward. "Of particular focus is my interest ...