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Showing 71 - 80 of 230 results for "Diploma"

Planning diploma relevant despite FASEA

JAMIE WILLIAMSON | MONDAY, 10 SEP 2018

New education requirements will not be the end of the Diploma of Financial Planning, according to a leading industry education provider. Currently the minimum education requirement for financial advisers, Mentor Education believes the DFP will continue ...

UK adviser competency to be re-evaluated

JAMIE WILLIAMSON | THURSDAY, 6 SEP 2018

... Institute to develop a 'Regulated Retail Investment Adviser Re-evaluation' test for financial advisers with a level 4 Diploma in Financial Planning. The objective of the re-evaluation is to identify areas of strength and weakness in technical knowledge ...

Chief economist update: Turkey's roasted

BENJAMIN ONG | MONDAY, 13 AUG 2018

Think it's called a "swan dive" not a "Turkey" dive but this is exactly what the Turkish lira did over the past week as it engaged the world's biggest superpower into a diplomatic stoush. "I fought the law and the law won." - The Clash America ...

AFA gets an audience with O'Dwyer

HARRISON WORLEY | FRIDAY, 10 AUG 2018

The Association of Financial Advisers told its members it met with the Minister for Revenue and Financial Services to air its concerns with the FASEA proposals on professional standards. On Monday the association drew Kelly O'Dwyer's attention to its ...

AAT reduces former adviser's ban

HARRISON WORLEY | MONDAY, 23 JUL 2018

... providing clients with financial services guides in which he falsely claimed he had held and completed courses related to a Diploma of Financial Planning. ASIC also found that in December 2014 Williams created false certifications of his claimed qualifications ...

Government super fund appoints chief executive

KANIKA SOOD | FRIDAY, 20 JUL 2018

... over 16 years of experience in superannuation and investment management. He holds a Bachelor of Economics and a Graduate Diploma in Applied Finance and Investment, and completed a Certified Investment Management Analyst qualification in 2013. The 75-year ...

FASEA-induced exodus increasingly likely

JAMIE WILLIAMSON | TUESDAY, 17 JUL 2018

... three subject bridging course. Those who have been in the industry the longest may need to complete the full graduate diploma," he said. As for the exam - the guidance on which was released last week - Lavery said: "Those providing advice under limited ...

FASEA must recognise all prior learning: FPA

JAMIE WILLIAMSON | THURSDAY, 5 JUL 2018

... only a degree in economics. In contrast, it does not recognise that of an adviser with an unrelated science degree but a Diploma of Financial Planning, a Graduate Diploma in Applied Finance and Investment and the CFP certification. As it stands, the ...

Trade-off needed on existing adviser standards: Fox

JAMIE WILLIAMSON | WEDNESDAY, 4 JUL 2018

... trade-in their five to 10 hours a week of family or client time for four years to complete subjects within a Graduate Diploma - that's if they want to keep advising," he said. "By the end of 2023, it will then become an industry problem to find advice ...

Chief economist update: "Quitaly"

BENJAMIN ONG | WEDNESDAY, 30 MAY 2018

Move over China and North Korea, you too Iran and Israel, a new old crisis has come back to town...and it could be bigger. While the financial market world still haven't seen the end game of US President Donald Trump's protectionist trade policies ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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