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

Search Results

Showing 711 - 720 of 982 results for "Training"

RI Advice partners with Tas bank

ELISE BURGESS  |  MONDAY, 9 MAY 2011
... an office Launceston with an adviser there possibly joining us there as well." Around 54 B&E staff has received full training on referrals and implementation plans, which have been rolled out to two branches with further roll outs planned across the ...

Accountants attack planners over naming rights

ALISON BEVEGE  |  THURSDAY, 21 APR 2011
... university qualifications are required," he said. De Gori said at present anybody could finish school and after minimal training hang up their shingle as a financial adviser. "It's not enough," he said. "We think they should meet certain hurdles." Accountants ...

Planners train up for social media regulations

ELISE BURGESS  |  TUESDAY, 19 APR 2011
A new social media training program launched in the US has been designed to fill the gap for planners between social networking sites and platforms and the potential legal and cultural issue they present. The subscription-based app, 'Insight: Advisor ...

FPA calls for naming rights

ALISON BEVEGE  |  THURSDAY, 14 APR 2011
... under the Corporations Act there was no constraint on people calling themselves financial planners irrespective of their training or competence, unlike other professionals such as stock brokers. "There are 16,000 financial planners in this country, of ...

Financial planners to improve soft skills

ALISON BEVEGE  |  TUESDAY, 12 APR 2011
Financial planners can now learn behavioural skills to help them sell insurance to clients through a new training course offered by AXA. The Risk Learning Program has two main components, one that teaches advisers to discuss life, TPD and income protection ...

Bendigo aims to empower planners

MATT WOODINGTON  |  MONDAY, 11 APR 2011
... and Adelaide Bank, reporting to Marnie Baker. The bank said it would grow Bendigo Wealth through additional branches, training staff, adding new financial advisers and growing its distribution networks.

ASIC call to improve planner education

ELISE BURGESS  |  WEDNESDAY, 6 APR 2011
Financial planners may have to undergo a new training and assessment framework, which includes certification exams and update reviews every three years, if latest proposals from the financial services regulator go ahead. A consultation paper submitted ...

Europe to follow Australian sustainability lead

MATT WOODINGTON  |  MONDAY, 4 APR 2011
... 92 per cent of the total AUM, leading the way. The Responsible Investment Academy is an online responsible investment training centre, established with a grant of A$2.5 million from the Treasury of the Australian Government. "The UK finance sector got ...

Financial planners crushed by rigid ATO

ALISON BEVEGE  |  MONDAY, 4 APR 2011
... and said planners needed to be technically vigilant when providing advice around superannuation. David Busoli, who runs training courses for financial planners for Cavendish Superannuation said mistakes were sometimes not the planner's fault. Employer ...

IMCA offers 2011 scholarships

ALISON BEVEGE  |  THURSDAY, 31 MAR 2011
... development scholarships worth $6000 each, with some applicants required to respond within days for a chance at the free training. The Certified Investment Management (CIMA) program scholarships are offered by the Investment Management Consultants Association ...