News : Education

Education, financial advice

Govt considers adviser exam changes

Financial adviser exam changes Treasury draft legislation

Treasury has introduced draft legislation to streamline the delivery of the financial adviser exam, making minor changes to the questions asked and the timing of when a candidate can sit it.

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ASIC, Education, financial advice, Tax

Education requirement dropped for tax advisers

financial adviser tax agents education ASIC

Financial advisers who are registered tax agents are no longer required to fulfil certain education requirements to offer advice on tax matters.

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Business News, Education

Heffron expands education offering

Heffron Meg Heffron Education Superannuation sector Super in 60

Heffron has expanded the scope of its education offering to include professionals who do not actively work with superannuation, but need regular updates about developments in the sector.

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ASIC, Compliance, Education

Pass rate climbs as candidates settle

ASIC adviser exam

The percentage of advisers passing the most recent ASIC exam has increased compared to recent sittings as the number of advisers taking the exam settles to a new lower figure.

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Accounting, Education, Tax

Accurium expands education arm

Accurium education tax Anthony Cullen Lee-Ann Hayes

Accurium has expanded its education offering, adding a tax trainer and former SuperConcepts staffer to support growth in its services to accountants.

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Education, financial advice, Financial Planning, SMSFA

Specialisation can meet advice demand

SMSF Association specialist education financial advice

The SMSF Association has called for more advisers to consider specialist training to take advantage of the growth in the sector and the related demand for advice.

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Education

Financial literacy program bears fruit

financial literacy

The Talk Money financial literacy education curriculum is boosting the confidence of primary and secondary school students in managing financial responsibilities.

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Education, SMSFA

Heffron offers SMSFA membership to students

SMSF education

Heffron will offer free membership of the SMSF Association to students who complete its course for those new to the sector.

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Education, financial advice

Adviser exam pass rate static

adviser exam pass rate

The number of advisers passing the most recent mandatory exam overseen by ASIC has remained on par with the previous sitting, with around two-thirds being successful.

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Education, financial advice, SMSF

Peer experiences sought by trustees

SMSF trustees peers

The past experience of their peers is what SMSF trustees looking to seek financial advice in the next 12 months want to learn from practitioners.

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