Kaplan Professional receives FASEA approval for Graduate Diploma of Financial Planning

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Leading education provider Kaplan Professional has announced they have received approval from the Financial Adviser Standards and Ethics Authority (FASEA) for the Graduate Diploma of Financial Planning and bridging courses... Read more continue reading

TAL supports advisers with ethics training course

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TAL, a leading Australian life insurance specialist, is running a training course to help financial advisers understand and apply the Financial Planners and Advisers Code of Ethics, which all financial advisers must... Read more continue reading

Leaders who provide this service can increase their team’s performance and profitability

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I still remember in my very first job with one of the big accounting firms that work started at 8.45am (or earlier) and finished at 5.15pm at the earliest. Lunch... Read more continue reading

Why do people trust a financial adviser?

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The word trust, according to the dictionary means ‘reliance on the integrity, strength, ability, surety, etc., of a person or thing; confidence.’ Which I believe we would all agree on. But... Read more continue reading

Kaplan Professional and Deloitte aim to set the benchmark with FASEA bridging courses

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Leading financial services education provider Kaplan Professional has engaged Dr Deen Sanders OAM, Deloitte leader ethics and professionalism, to help build and deliver the three bridging courses required by the... Read more continue reading

If it’s too expensive then there is a value gap

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If there is one objection which continually gets professionals in a tangle it is the client who says “it’s too expensive”.  When a client says “too expensive” YOU haven’t done... Read more continue reading

Importance of financial advice in a relationship breakdown

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When a couple separate with the intention of divorce, the importance of both parties seeking legal advice is well established. However, arguably it is just as vital that both members... Read more continue reading

Data error “hot spots” revealed – Financial institutions need to find data errors early

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The ways in which fund data can go wrong are infinite. What matters most is how early errors are detected and corrected, and how this impacts customers, says Stephen Mahoney,... Read more continue reading

TPB ups the ante on privacy consent

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Registered tax (financial) advisers have a higher obligation than other financial planners when disclosing information about their clients to third parties. This is because the Tax Practitioners Board’s (TPB) Code... Read more continue reading

FINSIA education to help tackle financial crime costing Australians billions

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FINSIA, the leading Australasian financial services professional body, has launched a new suite of ground-breaking interconnected professional qualifications focused on risk management and cyber-crime in conjunction with the Chartered Institute... Read more continue reading