The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 71 - 80 of 84 results for "Professional Year"

FASEA releases professional year guidance

JAMIE WILLIAMSON | TUESDAY, 24 JUL 2018

The Financial Adviser Standards and Ethics Authority released its guidance on the professional year that all new advisers will be required to complete from 1 January 2019. FASEA proposes the professional year be designed to ensure the practical learning ...

FASEA issues adviser exam proposals

JAMIE WILLIAMSON | WEDNESDAY, 11 JUL 2018

... advisers will have to do so from January 2019 after completion of a tertiary degree and before commencing their professional year. FASEA said it is considering a different set of questions for new advisers. FASEA also said it is currently undertaking ...

Advisers call for exam, standards clarity

KARREN VERGARA | WEDNESDAY, 29 NOV 2017

... total 30 hours per year and 10% or three hours per year comprising an ethics component, he said. Meanwhile, the professional year will help build the skills required to sit in front of clients and provide advice. Marshan reminded advisers that they must ...

Mastering education skillsets will be long-term: Research

JAMIE WILLIAMSON | THURSDAY, 12 OCT 2017

... competencies takes longer than one year, which has implications for an exam or assessment at the end of the first professional year. It also has implications for ongoing professional development which is now seen as more important than ever," Tucker ...

House passes professional standards bill

EMMA RAPAPORT | WEDNESDAY, 8 FEB 2017

... legislation, financial advisers will be required to hold a degree or a qualification equivalent to a degree, complete a professional year, pass an exam, and undertake continuous professional development. A single uniform code of ethics will also set ...

Long way to go on professional standards: FPA

JAMIE WILLIAMSON | MONDAY, 28 NOV 2016

... universal or is it module-based 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 ...

Royal Commission disruptive to reforms: FPA

KERRIE SYDEE | TUESDAY, 19 APR 2016

... advice. This legislation includes the introduction of a degree entry requirement for new financial planners, a professional year, and a code of ethics. "We have come a long way in setting strong foundations for a financial planning profession that will ...

Adviser standards need a tidy

DARREN SNYDER | MONDAY, 11 JAN 2016

... practitioner," Fox said. Under the proposed legislation new financial advisers will require a degree, undertake a professional year and pass an exam. Existing advisers will be provided a transition process and will be required to complete an appropriate ...

Government releases adviser education legislation

ALEX BURKE | FRIDAY, 4 DEC 2015

... standards for financial advisers. The draft legislation stipulates that new advisers will require a degree, a professional year of training and pass an exam. Current advisers will also have to take the exam, and those without an appropriate degree will ...

Government to lift advice standards by law

LAURA MILLAN | TUESDAY, 20 OCT 2015

... degree, pass an exam, undertake continuous professional development, subscribe to a code of ethics and undertake a professional year. Legislation will also recognise a new independent body which will be funded by the industry and will oversee financial ...

PAGE:

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.

Videos

Brought to you by

Strength amid noise

The market has changed. The opportunity hasn't.

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

Follow the leaders

Maintaining a fundamental focus in a world obsessed with the short term

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

A guaranteed future

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE