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Showing 1 - 10 of 62 results for "Professional Year"

Self-regulation on the cards: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... collaboration with Kaplan and other providers that will bring together education, mentoring, support and tools for Professional Year candidates, as well as their mentors and supervisors."

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
... planning practices, and superannuation trustees. Moreover, it will open the door for Indian professionals to attain professional year placements. Mishra said in the organisations' continuous efforts towards globalising financial planning standards and ...

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA  |  MONDAY, 4 NOV 2024
... investment in technology over the past 10 years, along with developing new advisers into our network via our Professional Year program, has allowed us to provide affordable advice to more Australians through this digitally driven engagement model." Power ...

Majority pass adviser exam

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
... for statutory materials. A new financial adviser must pass the exam before starting the third quarter of their Professional Year program and be authorised by an AFS Licensee as a provisional financial adviser. Next year, ASIC flagged that the indicative ...

New recruits top advice industry priority: FAAA

KARREN VERGARA  |  FRIDAY, 28 JUN 2024
... 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 degrees. "Overtime, the academy will help connect these ...

ASIC alerts licensees to experienced pathway deadlines

ANDREW MCKEAN  |  WEDNESDAY, 26 JUN 2024
... have been able to rely upon the pathway as an alternative way to satisfy the qualifications standard and the professional year standard by making a written declaration. The Financial Advisers Register will not display whether a financial adviser is relying ...

ASIC issues experienced pathway guidance

KARREN VERGARA  |  WEDNESDAY, 22 MAY 2024
... undertaking further qualifications. It serves as an alternative for advisers to satisfy the qualifications and professional year standards. The new law passed last year states that an experienced provider is a person who was a relevant provider of personal ...

Sequoia seeks Takeovers Panel intervention

KARREN VERGARA  |  FRIDAY, 17 MAY 2024
... wrote in response. Sequoia had 376 advisers in total as of May 1, with 24 advisers currently undertaking their Professional Year. Another assertion stated that about $11 million was spent on acquisitions in a short period of time, mainly on small books ...

Advisers urgently call on Treasury to recognise degrees

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... new entrants across the entire financial advice sector was only 381," she said. "We know there are very few Professional Year candidates currently progressing with our member firms. The number of new entrants will not replenish the advisers who are going ...

Two Brisbane advice firms merge

KARREN VERGARA  |  WEDNESDAY, 17 APR 2024
... Advice why he's a strong advocate for guiding the next generation of advisers, having helped trained EWM's fifth Professional Year candidate. "Philosophically we want a strong, stable team and having good career paths for the younger generation is a ...
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