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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 readAssociation 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 readThe 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 readOur 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 readRun 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 readRoads merging ahead
The inevitable consolidation between accounting practices and financial planning practices is not a new concept.
2 min readInsurance 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 readNew online assessment tool gets a big tick
Monarch recently launched a new online assessment tool for students.
1 min readSuperannuation 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