Professional Year is the making of a financial planner
The professional year offers new entrants a bridge between academic theory of the post-Hayne landscape and the real world of service, writes Anne Palmer.
Source: moneymanagement.com.au
Page 13 - Professional Year News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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Top News In Professional Year Today - Breaking & Trending Today
AFA opposes clean record requirement
The Association of Financial Advisers (AFA) has said it does not support the 'clean record' requirement proposed within the government's new policy paper on education standards, citing the untested single disciplinary body.
Source: financialstandard.com.au
Industry stability needed to attract young entrants
The financial planning industry needs to demonstrate its stability in order to attract younger entrants and make financial advice attractive as a long-term career for them.
Source: moneymanagement.com.au
Extra costs likely if wholesale test amendments go ahead: SAFAA
Advisers who have moved away from servicing retail clients could struggle and require further costs and education if a move goes ahead to reclassify wholesale investors, according to the Stockbrokers and Financial Advisers Association.
Source: moneymanagement.com.au
Reclassifying wholesale investors to inflict 'significant' disruption on advisers
Reclassifying clients who were previously defined as wholesale clients could inflict significant additional disruption and costs on both clients and licensees, SAFAA has warned. In a paper examining
Source: ifa.com.au