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

Search Results

Showing 81 - 90 of 221 results for "Diploma"

YBR partnership drives wealth renewal

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... the candidate must meet the new minimum TASA/TPB requirements for financial advisers; they must have a Minimum Advanced Diploma education qualification and a minimum two years' experience within the last three years and; and they must have kept up CPD ...

Elders introduces adviser education scholarships

KERRIE SYDEE  |  MONDAY, 24 OCT 2016
... direction on educational standards is impacting advisers across Australia who don't know whether to up-skill via the Advanced Diploma of Financial Planning courses or through tertiary qualifications." The education scholarships are part of an educational ...

ASIC permanently bans dishonest adviser

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
... to clients that contained false statements in relation to his qualifications. The guides wrongly stated that he held a Diploma of Financial Planning and had completed certain courses related to the diploma. ASIC's investigation found that in December ...

Elders appoints joint state manager

KERRIE SYDEE  |  WEDNESDAY, 14 SEP 2016
... further strengthen our existing support levels in Western Australia." Ward holds an associate degree in accounting, a diploma of financial services (financial planning) and CFP qualifications in financial planning.

Enrolments point to adviser growth

KERRIE SYDEE  |  WEDNESDAY, 7 SEP 2016
... revolutionising to ensure our programs are at the forefront of the industry. "We are continuing to see movement from the Diploma to the Advanced Diploma and then onto the Master of Financial Planning... advisers are benefiting from tailored pathways ...

Kaplan launches adviser diagnostic tool

KERRIE SYDEE  |  THURSDAY, 11 AUG 2016
... ranging between Australian Qualification Framework (AQF) levels 5 to 8; currently the average assessment is set at Advanced Diploma (AQF level 6). The assessment covers seven key knowledge areas: investments and markets, social security, financial strategies ...

VicSuper chief wins FEAL award

MARK SMITH  |  THURSDAY, 4 AUG 2016
VicSuper chief executive Michael Dundon has been named the Fund Executive Association Limited (FEAL) Fund Executive of the Year. The 15th annual Fund Executive of the Year award was presented at a FEAL members' dinner at the Sheraton on the Park in ...

Independent body will make new standards simpler: FPA

KERRIE SYDEE  |  FRIDAY, 22 JUL 2016
... financial planners will not need to complete a bachelor's degree but may need to upskill if they currently only hold a diploma or advanced diploma. "The minister has confirmed that no existing financial planner will be required to complete a bachelor's ...

Industry fund appoints new CSO

DARREN SNYDER  |  FRIDAY, 8 JUL 2016
... corporate finance executive. His academic achievements include a Bachelor of Laws (Hon), Bachelor of Commerce, Graduate Diploma of Legal Practice and an Executive Master of Business Administration. He is admitted to the Supreme Court of NSW as a solicitor ...

Adviser standards need a tidy

DARREN SNYDER  |  MONDAY, 11 JAN 2016
... Financial Advisers (AFA) agree that existing financial advisers should be qualified at AQF6 - in line with the Advanced Diploma of Financial Planning rather than an undergraduate degree or AQF7. AFA chief executive Brad Fox said there are financial advisers ...