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Showing 51 - 60 of 213 results for "Bachelor"

ANZ culls sales incentives for planners

KANIKA SOOD  |  MONDAY, 7 MAY 2018
... after last month, senior counsel assisting Rowena Orr revealed that only 35% of all financial advisers have completed a bachelor degree or above. Financial planners looking to work with ANZ will now need to have a relevant undergraduate degree and industry ...

Sixty per cent of FPA members hold degree

HARRISON WORLEY  |  MONDAY, 30 APR 2018
... training in financial planning through the CFP Certification Program," De Gori said. "In fact, for over 10 years now a bachelor's degree, or its equivalent, has been a requirement for the Certified Financial Planner or CFP designation." The FPA has canvassed ...

MGP responds to Henderson's RC hearing

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... purports Henderson to hold a Masters of Commerce. The ASIC Financial Adviser Register shows Henderson as having attained a Bachelor of Commerce in 2005 from the University of Western Sydney. "Was that correct as at 20 January 2016, did you have a Masters ...

Why wait for Royal Commission to address trust?

HARRISON WORLEY  |  WEDNESDAY, 18 APR 2018
... Commission about professionalism in the industry. The commission heard that just 35% of all financial advisers hold a bachelor degree or above. Demonstrating how startling this fact is, the Financial Adviser Standards and Ethics Authority has proposed ...

Yarra Capital executive joins AUI board

KANIKA SOOD  |  TUESDAY, 17 APR 2018
... long/short portfolio and as an analyst and fund manager for Boston-based Fidelity Investments's diversified fund. He has a bachelor of commerce and a bachelor of arts from Monash University. He earned his MBA from Columbia Business School, New York. ...

Suncorp appoints director

KANIKA SOOD  |  THURSDAY, 12 APR 2018
... of client services and operations. She took a two-year-long career break before moving to Aviva in 2008. Falzon has a bachelor of business and a master of industrial relations. Falzon is also a senior FINSIA fellow, where she has previously lectured ...

Global pension fund appoints APAC lead

JAMIE WILLIAMSON  |  TUESDAY, 10 APR 2018
... of international investing experience in public and private equities, investment banking and accounting, and holds a bachelor of commerce degree from the University of New South Wales.

FASEA standards still lacking: FPA

ALEX BURKE  |  THURSDAY, 5 APR 2018
... considered and assessed as a whole." Under FASEA's proposed education requirements, existing financial advisers with a bachelor's degree in a related field will have to complete a bridging course comprising three units of study to meet the new standards ...

FASEA releases draft degree equivalence, Code of Ethics

JAMIE WILLIAMSON  |  TUESDAY, 20 MAR 2018
... existing advisers, as well as its draft Code of Ethics. Under the proposed requirements, existing financial advisers with a bachelor's degree in a related field will have to complete a bridging course comprising three units of study to meet the new standards ...

FPEC chair steps down

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... financial planning. "In this volunteer role, Mark has guided the development of a world leading university curriculum for bachelor degrees in financial planning. The FPA recognises Mark's commitment and dedication to advancing the profession, and we ...