News : Education

Education, Financial Planning, Regulation

FASEA issues correction on foreign qualifications

The Financial Adviser Standards and Ethics Authority (FASEA) has issued a clarification today about an error it made in its draft guidance on education pathways for new and existing financial advisers with foreign qualifications.

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Education, Financial Planning

FASEA releases draft CPD details

The Financial Adviser Standards and Ethics Authority (FASEA) has today released draft guidance around continuing professional development (CPD) for providers as well as the proposed process for those with educational qualifications obtained outside Australia.

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Education, Financial Planning

Calls for rigorous annual certification

The Financial Services Institute of Australasia (FINSIA) has said the implementation of an annual certification process to provide a statement of professional standing is key to improving standards of professionalism in the financial services industry.

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Education, Financial Planning

FASEA releases two more guidance drafts

The Financial Adviser Standards and Ethics Authority (FASEA) has today released draft professional year requirement and draft provisional relevant provider term guidance. The professional year is an essential component of FASEA’s educational qualifications and standards framework that all new industry entrants will be legally required to undertake before they can provide personal financial planning advice […]

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Accounting, Education, Financial Planning

FASEA under fire for not providing course notes

Accounting services provider AccountantsIQ has admonished the Financial Adviser Standards and Ethics Authority (FASEA) over its intention not to provide preparation materials for the financial adviser examination, arguing this defies the purpose of the exam.

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Education

Calls for FASEA to recognise prior learning

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The Financial Adviser Standards and Ethics Authority’s (FASEA) proposed education standards fail to outline how prior learning will be recognised for existing advisers as they transition to the new requirements, according to an industry body.

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Accounting, Education

Limited AFSLs may be caught by full FASEA regime

The Financial Adviser Standards and Ethics Authority’s (FASEA) new education and training standards paint a challenging picture for practitioners, particularly those who provide predominantly SMSF advice under a limited licence, an industry executive has said.

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Education, Financial Planning, Regulation

Enforce bridging course if advisers fail exam

Financial advisers and accountants should only be compelled to do bridging courses under the new education reforms if they fail the national financial adviser examination proposed by the standards board, according to an academic.

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Education

FASEA releases exam guidance

The Financial Adviser Standards and Ethics Authority (FASEA) has released proposed guidance on the financial adviser examination, welcoming industry feedback on any aspects of the proposals.

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Education

SMSF specialisation should follow base education

The financial advice industry has thus far been indifferent towards specialisations such as SMSF accreditation, but there is an opportunity for reform in light of the proposed new education standards.

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