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Showing 1 - 10 of 22 results for "CPD points"

FinCap launches private markets review for advisers

VINNY VUCAGO  |  MONDAY, 24 AUG 2026
... because of his experience building a significant private credit business. The FinCap education program will provide CPD points to participating advisers.

ASFA partners with First Nations Foundation

ELIZA BAVIN  |  TUESDAY, 11 JUN 2024
... 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 their confidence ...

Paraplanners happy to stay put: Survey

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... to 12%. Moreover, 50% of paraplanners who do the "number crunching and technical calculations" don't maintain 40 CPD points. Research shows that 80% of these paraplanners don't keep track or simply do no ongoing development. "As an industry ...

Financial Standard launches FS Sustainability

STAFF WRITER  |  TUESDAY, 1 SEP 2020
... Integration will also be launched, showcasing the best ESG whitepapers published throughout the year. Readers can earn CPD points by accessing these whitepapers. Welcoming our new ESG title: FS Sustainability

FASEA exam to go online

HARRISON WORLEY  |  THURSDAY, 19 MAR 2020
... their CPD requirements, given the disruption posed by the virus, claiming many events that advisers were relying on for CPD points. The agency said it recognised the challenges presented by the virus, saying it understood the delivery of face to face ...

Managed Accounts Forum draws record crowd

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
... Accounts and, for the first time, the forum will feature live polling after each session. The forum offers up to 7.25 CPD points, accredited by the Financial Planning Association of Australia, for a full-day attendance. Stephanie Brantz, one of the country's ...

FPA professionalism plans garner adviser support

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
... study offered within a qualification, certification or designation would all be worth a certain number of points, and CPD points accrued would also be included. "Out of a total of 843 respondents who took part in live polling, 84% of delegates agreed ...

Franklin Templeton launches adviser education tool

KARREN VERGARA  |  MONDAY, 27 MAR 2017
... 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 briefing. ...

YBR partnership drives wealth renewal

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... 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 strengthened ...

Top tips to kill your advice business

KERRIE SYDEE  |  FRIDAY, 7 OCT 2016
... 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 ...
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