Search Results | Showing 1 - 10 of 53 results for "Professional Year" |
| | ... 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 ... |
| | | Coastal Advice Group (CAG) has continued its expansion plans by announcing it has merged with Port Macquarie financial advice firm Compass Financial Management. This comes after CAG also acquired both RI Advice Brighton and Wealth for Life Financial ... |
| | | ... four education and training standards: gain the approved 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 ... |
| | | ... be qualify as one. These are attaining the qualifications, 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 ... |
| | | ... option to add-on other services like complaints handling, individual client remediation, business consulting, professional year support, and money management solutions. In enhancing the offering, AMP has made available aged care and retirement planning ... |
| | | ... thinks there's a role for recognised prior learning here, a need to look at "what people are doing in their professional year versus their undergraduate stuff", and a "need to recognise there's different callings within the broader industry as ... |
| | | ... client demand as mentioned with an 18-to-24-month development plan into full advice roles, with mentoring and Professional Year (PY) offered," he said. From the supply side, there are currently three different types of associate or PY candidates available ... |
| | | ... practising as advisers on the FAR and but can be re-authorised in the future. Some 950 passed while completing their Professional Year of work and training. The exam tests candidates in three core areas: financial advice regulatory and legal obligations ... |
| | | ... Financial Adviser Register (FAR), representing 99% of the register. There were over 890 candidates completing their professional year of work and training. The November cycle recorded a 57% pass rate based on 282 candidates. Those who have passed demonstrate ... |
| | | ... law had short-term, full-time employment outcomes of around 80%." One area that needs to be improved is the Professional Year, he said, which takes up a significant amount of time and money for licensees, particularly those on a smaller scale. Macdonald ... |
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