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Showing 51 - 60 of 132 results for %22CPD%22

Senior Rainmaker executive to join BlackRock

STAFF WRITER  |  FRIDAY, 24 AUG 2018
... including the rollout of RainmakerLive, the launch of the Adviser Big Day Out (ABDO) 'Super Regional' Roadshow and Aspire CPD, the most comprehensive CPD program powered by Rainmaker and Financial Standard content. "Personally, on behalf of the ...

FASEA bumps adviser CPD to 50 hours

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JUL 2018
... development under new proposals from the Financial Adviser Standards and Ethics Authority. Releasing its draft guidance on CPD, FASEA is proposing the number of hours advisers are required to dedicate to CPD be increased from 30 to 50 under the new professional ...

TAL expands Risk Academy offering

DARREN SNYDER  |  WEDNESDAY, 11 JUL 2018
... she said. The course may be accessed through TAL's Risk Academy on-demand webinar. The webinar is one hour and carries one CPD point accredited through the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA). ...

Trade-off needed on existing adviser standards: Fox

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JUL 2018
... It will however satisfy many that have demonstrated a continued commitment to learning. I feel for those that have years of CPD as their proof of ongoing learning, but unfortunately relying on CPD is unlikely to be enough," Fox said in a Linkedin post. ...

AFA seeks overhaul of proposed education standards

JAMIE WILLIAMSON  |  TUESDAY, 3 JUL 2018
... existing advisers or the courses that they have undertaken during their careers, including both formal qualifications and ongoing CPD. "We also do not believe the FASEA proposals are consistent with the intent of the Professional Standards Legislation. ...

What will estate planning look like in 2020?

DARREN SNYDER  |  WEDNESDAY, 4 APR 2018
... consider the prospect of small tax increases on superannuation earnings and lump sum payments. Speaking at a recent netwealth CPD event in Sydney, Chew took the liberty of forecasting the future of financial advice to 2020 and beyond. He reminded advisers ...

Client longevity the largest advice disruptor

DARREN SNYDER  |  TUESDAY, 13 MAR 2018
... role of providing financial security for clients. The US-based Noonan will be in Sydney on Thursday to present at a Netwealth CPD event which aims to discuss the broad theme of financial planning beyond 2020. Also presenting will be Netwealth head of ...

TAL enhances adviser learning hub

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2018
... courses available to 50. Advisers undertaking the online curriculum can earn up to 100 Continuing Professional Development (CPD) points. Materials are accredited by the Association of Financial Advisers (AFA), Financial Planning Association of Australia ...

Advisers call for exam, standards clarity

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
... provide a complete picture and base level of knowledge in areas such as social security, superannuation and investing, while CPD will ensure skills are up-to-date. Similar to what ASIC has proposed, CPD should total 30 hours per year and 10% or three ...

PIMCO launches adviser education tool

ALEX BURKE  |  WEDNESDAY, 22 NOV 2017
... resources for advisers about fixed income and global markets. The new PIMCO Market Intelligence platform includes a six-part CPD-accredited course along with case studies, video tutorials and other educational supplements. Modules include "Bond Basics," ...

Editor's Choice

ASIC hits back at parliament: 'Simply not realistic'

ELIZA BAVIN
The financial regulator has hit back at suggestions it isn't doing enough to deal with community complaints.

The risks and opportunities in advice: SIAA

KARREN VERGARA
This year's Stockbrokers and Investment Advisers Association (SIAA) Conference will take a deep dive into how major financial advice reforms will impact superannuation funds and how they are preparing to help Australians particularly retirees access advice.

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN
Through the partnership, AMP Advice will introduce a new category of tailored managed portfolio solutions.

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA
Global family offices remain deeply concerned about how to prepare the next generation to inherit a vast fortune as almost 30% do not have a structured approach to help them, a new study from J.P. Morgan reveals.

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