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Showing 1 - 10 of 84 results for "Kaplan"

Commonwealth Super anticipates advice take-off

MATTHEW WAI  |  MONDAY, 19 JAN 2026
... package of reforms will ultimately improve CSC's offering. He said he has spoken with the professional education provider Kaplan Professional with the intention of upskilling the current super specialists into intra-fund planners, or into a different ...

FAAA's Advice Academy launches

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
... has launched the Advice Academy in a bid to help and support new entrants. Advice Academy offers training modules from Kaplan Professional, mentoring opportunities, a professional year (PY) hours tracker, webinars, and careers support through FAAA Careers ...

Three universities ditch financial planning courses

KARREN VERGARA  |  FRIDAY, 13 DEC 2024
... degrees as a platform to enter the profession, supplementing these with specialist qualifications such as those offered by Kaplan or other industry bodies." Entrants to financial advice must possess an approved graduate diploma of financial planning ...

Self-regulation on the cards: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... serious about meaningfully increasing our numbers," she said. "We're also working on an Advice Academy - a collaboration with Kaplan and other providers that will bring together education, mentoring, support and tools for Professional Year candidates ...

IFS launches two courses with Kaplan

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
Industry Fund Services (IFS) has partnered with Kaplan Professional to offer superannuation fund staff further education and training as the sector gears up to offer more financial advice. The courses target super fund staff predominately working in ...

New recruits top advice industry priority: FAAA

KARREN VERGARA  |  FRIDAY, 28 JUN 2024
... students and those considering a potential career change. Another is promoting the Advice Academy, which partnered with Kaplan to provide additional training and support for Professional Year (PY) candidates or specifically those who have completed qualifying ...

EQT winds up Mirae Asia equity fund

CHLOE WALKER  |  FRIDAY, 9 FEB 2024
... distributions, if any, and the details of the final proceeds," Beasley said. In November, EQT shuttered a fund offered by Kaplan Funds Management, noting its purpose could "no longer be accomplished." The KFM Income Fund was Kaplan Funds Management's ...

AMP revamps Jigsaw Advice Solutions

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2023
... the offering, AMP has partnered with a variety of service providers, including Frollo, law firm Holley Nethercote, and Kaplan Professional. "Advice at AMP has evolved in the past few years and whilst during that time we have been internally focussed ...

Income fund shuttered by Equity Trustees

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2023
Equity Trustees has moved to terminate a fund offered by Kaplan Funds Management, saying its purpose can no longer be accomplished. Investors were made aware earlier this month that the KFM Income Fund is set to be closed, with Equity Trustees citing ...

Allianz Retire+ welcomes head of technical services

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... product development, regulatory change, operations, and sales functions at institutions including AMP, BT Financial Group, Kaplan Professional Australia, AXA, and AIA. Most recently, she served at MLC Life head of technical services, research, and regulatory ...
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