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Showing 1 - 10 of 136 results for "CPD"

RainmakerLive rebrands to Rainmaker MarketPro

STAFF WRITER  |  TUESDAY, 1 APR 2025
... contestable money within the managed accounts market," Rainmaker Information head of business development James Yin said. The new CPD module in Rainmaker MarketPro expands on existing infrastructure from FS Aspire CPD, which provides access professional ...

SMSFA, Deakin University launch courses for advisers

KARREN VERGARA  |  WEDNESDAY, 11 SEP 2024
... financial advisers. Deakin University is offering Ethics for Financial Services (Intensive), a compulsory bridging unit with 30 CPD hours. It runs across four half days during November with enrolments closing October 21. The SMSFA is running the SMSF ...

Adviser permanently banned for faking qualifications

JAMIE WILLIAMSON  |  TUESDAY, 9 JUL 2024
... Group for the six months to February 2019. He first provided advice in 2018. According to the ASIC FAR, Vee did not meet his CPD requirements in 2022. He was a member of the Association of Financial Advisers, it shows. ASIC determined he was not fit ...

ASFA partners with First Nations Foundation

ELIZA BAVIN  |  TUESDAY, 11 JUN 2024
... members. This new partnership will give ASFA members access to FNF's culture and money cultural competency training and gain ASFA CPD points. The training is designed to provide a greater understanding for those in the financial services sector to build ...

ASIC bans Queensland financial adviser

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
... provide advice on SMSFs. According to the ASIC Financial Adviser Register, while at MyPlanner, he failed to meet the annual CPD requirements. MyPlanner had its licence cancelled by ASIC in 2020 after two-year battle that began when ASIC surveillance ...

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... professionals that are helping trustees make their retirement goals." For the first time, the conference is offering more audit CPD hours. "We recognise the importance of SMSF auditors. This year, in particular, we ran an inaugural listenership day where ...

Angela Jackson to helm annual Chief Economists Forum

CHLOE WALKER  |  FRIDAY, 15 DEC 2023
... market writer and commentator Don Stammer. The event is accredited by the Financial Advice Association Australia (FAAA) for CPD hours aligned to legislated CPD categories. Tickets for the annual Chief Economists Forum events are now available. It will ...

Complii grows through MIntegrity acquisition

CASSANDRA BALDINI  |  MONDAY, 4 SEP 2023
... modules designed to help financial services practitioners in line with FASEA requirements, delivered through Complii's existing CPD online management platform, ThinkCaddie. Complii chair Craig Mason said he is delighted to have the MIntegrity team join ...

ASIC cracks down on former adviser, comedian

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2023
... Insignia Platforms - no relation to Insignia Financial. It also shows that in 2019 and 2020 Valvo failed to meet the annual CPD requirements of 40 hours. ASIC's investigation is ongoing and the next hearing in the case is set for September 29. The ...

MLC Life backs adviser platform

CASSANDRA BALDINI  |  WEDNESDAY, 16 AUG 2023
... he said. "Already we're committed to helping advisers keep up with the constantly evolving world of risk advice through our CPD-accredited educational content through webinars, articles & face to face events." Rogers added the insurer is excited to work ...
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