Education
Aussie advisers face tougher exams
The newly appointed chair of the Australian Securities and Investments Commission (Asic) used his first public appearance to support calls for finance sector workers to face tougher exams to lift standards.
Best Practice | 15 Feb 18
Advisers across the globe say qualifications are far too low
Nearly half of the advisers worldwide regard the level of financial qualifications in their region as far too low, with those in Asia far more concerned that any other, according to the results of a poll by International Adviser.
Chinese CFA candidate numbers surge
The number of Chinese candidates taking the Chartered Financial Analyst (CFA) Level I exam jumped by 38% in December to nearly 20,000, outstripping the US and India combined, the CFA Institute said.
Best Practice | 15 Jan 18
Next gen clients hungry for financial knowledge – study
Next generation clients believe if they had learnt financial planning skills at school they would have a better life, according to a Money Advice Service report which highlights the key challenges this segment is facing.
Best Practice | 9 Nov 17
The quest for the holy grail of financial literacy
Seven Investment Management’s Justin Urquhart-Stewart is on a personal crusade to promote financial literacy.
He sees parallels between financial professionals use of jargon and the perception in schools that maths is hard. He argues they fuel an unjustified mystique around aspects of financial planning, which is driving clients away.
Here are his four bugbears: