Article tagged with 'qualifications'
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Calls for responsible lending qualifications for advisers
14 Nov 2021 - The Financial Services Federation (FSF) says it is trying hard to overcome shortages of staff in its sector.
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Competency standards - to move forward, start at the finish
29 Oct 2021 - Professional competency is a career-long journey and if financial advisers can't cope with minimum standards, then it's probably not the path they should be taking.
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Death by a thousand regulations
28 Oct 2021 - In Australia, thousands of financial advisers have left the sector after new regulations have forced qualified advisers to take new exams and follow highly detailed and prescriptive requirements.
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$5000 scholarship looks to attract new CFPs
07 Oct 2021 - In an effort to slow declining numbers and raise the profile of CFPs among Kiwi financial advisers Nigel Tate and Financial Advice NZ have launched a new scholarship to promote the qualification.
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FMA ponders advice exemptions
15 Aug 2019 - If you want to rely on alternative qualifications under the new regime, they'll probably need to be assessed by an NZQA-approved qualification developer.
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Open Polytech offers new financial advice courses
09 Jul 2019 - Open Polytech says its new financial services qualification and continuing professional development course will stand advisers in good stead in the new advice regime.
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Qualifications focus 'upside down'
04 Jul 2019 - Advisers who’ve focused on getting a level five qualification to enable them to transition to the new advice regime may have taken the wrong approach, an adviser coach says.
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Transitional licensing 'a hurdle for small businesses'
21 Jun 2019 - Forthcoming limits on new entrants to the industry are predicted to hit small advice firms hardest.
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Advisers fear return to classroom
28 Mar 2019 - Enrolments for the Level Five financial services qualification are up “overwhelmingly” on last year, one education provider says – but some experienced advisers could face hurdles as they return to study.
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Financial planning degree on horizon
11 Mar 2019 - Massey University is planning to launch a degree in financial planning, next year.