Posts tagged "FPA"
What is FoFA?

What is FoFA?

In Australia, FoFA stands for Future of Financial Advice reforms. In 2010, the Government decided that they would turn their minds to putting in place new laws that would help the general public to feel confident about obtaining financial advice. Their impression was the general public had a lack of trust and confidence in the...

Sales Skills Semantics

Just what are employers or recruiters really looking for when they advertise for ‘sales’ skills in financial planning job advertisements? As a recruiter, I get asked this question quite frequently. In this latest AdviserHead instalment, we’re going to explore what I look for when I’m speaking with candidates. Let’s start with: What is ‘selling’? Here’s one...
Financial Planning is a Profession

Financial Planning is a Profession

The Australian Council of Professions (2004) defines ‘a profession’ as follows: A profession is a disciplined group of individuals who adhere to ethical standards and uphold themselves to, and are accepted by, the public as possessing special knowledge and skills in a widely recognised body of learning derived from research, education and training at a high...

Broaden your financial planning knowledge

Another thing I’ve learnt over the years recruiting financial planners is now that people can do their qualifications through universities, they seem to actually know LESS about the industry. Before financial planning qualifications were offered in Universities, finding out about what a financial planner does and how to become one meant that people had to...
Pro Bono Publico and Financial Planning

Pro Bono Publico and Financial Planning

Pro bono publico (English: for the public good; usually shortened to pro bono). Lots of people do it. Lots of people benefit from it. Certainly many Financial Planners are into it. Pro Bono is more than just charity and unlike other more traditional forms of volunteerism, it utilises the specific professional skills of a person to...

Super consolidation to save $250M yearly

The Association of Superannuation Funds of Australia (ASFA) is another terrific source of information on superannuation especially for any newly qualified people looking to build their knowledge and understanding. Don’t forget that AdviserHead recommends that new Planners do as much research as they can and this is a great place to start. In Australia, ASFA has been referred...

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