Posts tagged "qualifications"
'People Skills' are the key to success as a financial planner

‘People Skills’ are the key to success as a financial planner

There’s definitely a common theme to the questions I get asked when I meet people thinking about becoming financial planners or advisers: How can I become a successful Planner? What studies should I do to be a successful Planner? I have the required Diploma of Financial Planning but why can’t I get a job in...
Understanding financial planning qualifications in Australia

Understanding financial planning qualifications in Australia

Nearly every day I get asked to explain the qualifications needed to be a financial planner so I thought I’d shed some light on the issue here. The Australian Securities and Investments Commission’s (ASIC’s) Regulatory Guideline 146 (RG146) sets out the minimum financial educational standards required to be licensed as a financial planner or financial...
What is RG146?

What is RG146?

In my recruitment role I’m often asked by candidates what RG146 actually is. I also spend a lot of time giving feedback to people who apply who don’t seem to have attained any recognisable qualifications to be an Adviser. To be fair, I’m really not surprised because it is a little tricky to understand. Many of these...
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