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New horizons

As a specialist financial services training provider, we often get asked about programs sponsored by companies working within the financial planing industry.

2 min read

Association of Financial Advisers (AFA)

When entering a new industry like financial planning, it is important to ask as many questions and to gain as much valuable wisdom from successful professionals.

1 min read

The social media revolution in financial services

Social media programs are being launched by large financial planning dealer groups to help improve the engagement of financial planners with their clients and the community.

1 min read

Our Superannuation course materials are …. super!

Being RG146 accredited in superannuation (either being able to provide personal and/or general advice) is a pre-requisite to working in most job roles in superannuation.

2 min read

Run your own business and start growing a nest egg

Apparently there has been a significant increase in financial planners over the last 3 months who have chosen to list their practice for sale with specialist brokers.

3 min read
Merging business practices and assets

Roads merging ahead

The inevitable consolidation between accounting practices and financial planning practices is not a new concept.

2 min read

Insurance providers claw back more commissions

The 'modern' financial planning industry now only allows commission to be paid to financial advisers on the sale of life insurance products.

2 min read

New online assessment tool gets a big tick

Monarch recently launched a new online assessment tool for students.

1 min read

Superannuation no longer sacred

The only certainty in life - death and taxes won't change anytime soon.

2 min read

‘Bad adviser behaviour’ is back in the headlines

Most natural disasters – which you can confidently categorise the Storm financial debacle fitting snuggly into, run a routine path.

2 min read
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