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Showing 1 - 10 of 54 results for "Continuing Professional Development"

Treasury promises flexibility to adviser qualifications

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... qualifications, pass the exam, complete an initial professional year of work and training, and undertake continuing professional development. Bryn Evans, a private wealth adviser at Integro Private Wealth, said the announcement is welcome news as it ...

Treasury to refresh financial adviser exam

KARREN VERGARA  |  MONDAY, 18 DEC 2023
... passing the mandatory exam, undertaking an initial professional year of work and training, and continuing professional development. "The Government is committed to ensuring the exam remains a pillar of the financial adviser professional standards," Treasury ...

Experience pathway consultation opens

KARREN VERGARA  |  TUESDAY, 18 APR 2023
... January 2026 to meet the qualification standard. They must also pass the exam and comply with continuing professional development requirements. Under the draft bill, new entrants can apply to the Minister to have their degree recognised and for education ...

Research explores advice industry's maturation

ANDREW MCKEAN  |  TUESDAY, 20 SEP 2022
... body of theory. All acknowledged the increasing importance of theory, levels of education and continuing professional development reflecting that most believe a systematic body of theory is an imperative ingredient of professionalism, the article outlined. ...

Labor promises to recognise adviser experience

KARREN VERGARA  |  FRIDAY, 10 DEC 2021
... standards reforms. "We will still expect advisers to pass their professional exams, and meet continuing professional development requirements, and abide by an appropriate professional code of ethics. But we won't be asking you to waste your time ...

Financial Standard, Deakin University partner

STAFF WRITER  |  FRIDAY, 29 OCT 2021
... partnered to improve students' learning experience through the integration of financial advice continuing professional development (CPD), and education capabilities. Financial advisers completing CPD requirements via Financial Standard 's FS ...

NZ looks to recognise qualified Aussie advisers

KARREN VERGARA  |  WEDNESDAY, 28 OCT 2020
... higher degree, exams undertaken, a year of supervised work and training (for new advisers), continuing professional development and compliance with a code of ethics. The FMA is holding consultations until November 20.

ASIC puts SMSF auditors on notice

ANNABELLE DICKSON  |  MONDAY, 21 SEP 2020
... audits. The extra conditions applied to Wong include providing evidence of compliance with continuing professional development requirements and review and revise tools and templates used to perform and document SMSF audits. ASIC notes if an SMSF auditor ...

FASEA brings back remote tests

ELIZABETH MCARTHUR  |  FRIDAY, 10 JUL 2020
... option of doing it online. At the end of June FASEA released Corporations (Relevant Providers Continuing Professional Development Standard) Determination (Amendment) 2020 for consultation. The amendment will provide relief for financial advisers in terms ...

SMSF auditors in firing line

ELIZA BAVIN  |  FRIDAY, 14 FEB 2020
... requirements including independence standards and auditing standards, failing to comply with Continuing Professional Development (CPD) requirements and otherwise not being a fit and proper person." Philip Shugg from Victoria has been disqualified from ...
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