News : Education

ASIC, Education, Regulation

Industry bodies sign code monitoring agreement

Six major financial planning/advice sector professional bodies, including the SMSF Association, have signed a cooperation agreement to develop a code monitoring solution for their members.

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Accounting, Education

FASEA ignores limited licensing regime

The Financial Adviser Standards and Ethics Authority’s (FASEA) draft legislation for education standards fails to “appropriately recognise and account for” the limited licence advice regime, especially for accountants with a licence to provide SMSF advice, according to an industry body.

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Accounting, Education, Financial Planning

Advisers cop steep exam fee

The Financial Adviser Standards and Ethics Authority (FASEA) has released its examination legislative instrument for financial advisers, including how much it will cost for an individual to sit the professional exam.

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Education, Financial Planning

SMSFA pushes for greater CPD integrity

The SMSF Association has called on the Financial Adviser Standards and Ethics Authority (FASEA) to revise its policy regarding the approval of continuing professional development (CPD) requirements in order to improve the integrity of the process.

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Education

FASEA issues direction on designations

The Financial Adviser Standards and Ethics Authority (FASEA) has invited industry associations to apply for accreditation for their respective professional designation programs.

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ASIC, Education, Insurance

Education key to 2019 advice proposition

SMSF; FASEA; credit; specialist

The findings from the Australian Securities and Investments Commission’s (ASIC) “Report 575: SMSFs: Improving the quality of advice and member experiences” indicate education activities for trustees should be an important part of advice propositions in the coming year, according to a specialist business consultant.

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Education, Financial Planning

CPD requirement handicaps part-time practitioners

The continuing professional development (CPD) requirements mandated under the Financial Adviser Standards and Ethics Authority (FASEA) will potentially disadvantage practitioners working part-time, such as women, the chair of a dealer group has said.

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Education, Financial Planning

FASEA classification process remains unclear

The determination as to whether an individual has a relevant degree under the new Financial Adviser Standards and Ethics Authority (FASEA) education guidelines for financial planners currently remains unclear.

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Accounting, Compliance, Education

Limited licensing at odds with FASEA requirements

The new education requirements for accountants who wish to continue providing financial advice coupled with the limited licensing requirements have made compliance activity excessively onerous for these practitioners, according to an online technical service provider.

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Compliance, Education, Financial Planning

KnowITdigital unveils study hub, partnerships

KnowITdigital has announced three additions to its wealthdigital online platform, including the areas of study and compliance.

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