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Showing 71 - 80 of 132 results for "CPD"

Franklin Templeton launches adviser education tool

KARREN VERGARA  |  MONDAY, 27 MAR 2017
... learning curriculum for financial advisers aiming to enhance financial planning knowledge and skills. Financial advisers can earn CPD points and the training program is FPA certified, northern region manager Louise Thompson told last week's investment ...

YBR partnership drives wealth renewal

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... Diploma education qualification and a minimum two years' experience within the last three years and; and they must have kept up CPD points for the past three years or complete a Kaplan KUDO skills assessment. In line with this, the wealth team has been ...

Rainmaker hires former CIFR chief

DARREN SNYDER  |  TUESDAY, 7 FEB 2017
... business. Gallagher will work with Rainmaker to further develop its research function and its Continuing Professional Development (CPD) offering. He will also provide insight on financial services policy and contribute to Financial Standard. Gallagher ...

Class partners for improved SMSF compliance

JAMIE WILLIAMSON  |  TUESDAY, 20 DEC 2016
... unlimited electronic SMSF documents, subject to fair use policy. Members will also be provided with access to monthly accredited CPD courses on SMSF technical issues through The SMSF Academy's platform, Campus. Commenting on the partnership, Class chief ...

Long way to go on professional standards: FPA

JAMIE WILLIAMSON  |  MONDAY, 28 NOV 2016
... according to specialty fields? We will also have to establish the criteria for the professional year and the criteria for minimum CPD. We still have a long way to go," De Gori said. De Gori said that this, on top of the shaping of the code of ethics ...

Top tips to kill your advice business

KERRIE SYDEE  |  FRIDAY, 7 OCT 2016
... a document instead of innovating your advice model was, he argued, a sure-fire way to destroy your practice. He added that CPD points alone are not "good enough" to create a skilled adviser: "If you didn't want to kill your business, you would perhaps ...

Pilot, surgeon and soccer coach join FPA line up

KERRIE SYDEE  |  FRIDAY, 16 SEP 2016
... delegates to get future ready," De Gori said. "The FPA Professionals Congress offers delegates the opportunity to earn up to 15 CPD hours, including three ethics hours. The program includes a combination of 24 different workshops with top industry experts ...

TAL upgrades Risk Academy

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
... Advisers (AFA) and Financial Planning Association (FPA) and now offers accreditation with the Tax Practitioners Board (TPB)CPD accreditation plus extended sessions focusing on estate planning and engaging new clients." "We wanted to reward advisers who ...

Register for the Financial Standard ETF Forum

MARK SMITH  |  FRIDAY, 8 JUL 2016
... Financial Standard will also be releasing the results of its inaugural adviser survey on ETFs at the forum. All sessions are CPD-accredited. Visit the website for more details.

ETF survey offers chance to win $300 MYER voucher

MARK SMITH  |  WEDNESDAY, 29 JUN 2016
... July. The results will also help refine the ETF content within the Financial Standard Continuing Professional Development (CPD) program. The Australian ETF industry is one of the fastest growing segments of the local funds management sector. Total funds ...