In our SEPTEMBER 2021 Edition of our FASEA Standards Newsletter, we discuss: Money & Mindset The 3 Pillars of Preparation Over the last 2.5 years, I have helped well over 2,000 Financial Advisers, Stockbrokers, and Licensed Accountants prepare for the FASEA Exam. The exam has been the toughest professional hurdle they have had to overcome. …
FASEA Standards Newsletter (SEPTEMBER 2021 Edition) Read More »
In our AUGUST 2021 Edition of our FASEA Standards Newsletter, we discuss: The Professional Mindset Mindset – the importance of PerspectivePerformance (personal or business) becomes a matter of focusing attention on the things we can control, how we choose to responsd to external factors, & not getting distracted by the things we can’t control. LISTEN HERE …
FASEA Standards Newsletter (AUGUST 2021 Edition) Read More »
In our JULY 2021 Edition of our FASEA Standards Newsletter, we discuss: The Professional Mindset “There are exactly two things that determine how your life will turn out: luck and the quality of your decisions. Luck, by definition, is something you can’t control. The quality of your decisions is something you can.” Annie Duke, Professional Poker Player & Decision Strategist I …
In our JUNE 2021 Edition of our FASEA Standards Newsletter, we discuss: “Decision making is the most powerful cognitive tool we possess. Developing a ‘personal decision making framework (DMF)’ is crucial to achieving the outcomes you want, quality of life, fulfillment, happiness, and success (as defined by you). A personal DMF directly influences your ideal balance …
In our MAY 2021 Edition of our FASEA Standards Newsletter, we discuss: Personal Insights: How to Stop Overthinking & Burning out The Power of our ThoughtsGrappling with your thoughts will leave you even more entangled in worry. A problem keeps popping up in your mind – for instance, constant regulatory change – and you just can’t stop …
In the APRIL 2021 Edition of our FASEA Standards Newsletter, we discuss: ASIC Updates: More RoAs, less ‘turgid’ guides ASIC’s “Affordable Advice” ConsultationOf the 469 submissions to ASIC, the large adviser cohort made a combined plea for the regulator to “talk directly to advisers, not just licensees, professional associations and lobbyists”. FASEA Standards: FASEA Exam …
In the MARCH 2021 Edition of our FASEA Standards Newsletter, we discuss: FASEA Exam: Why can’t I PASS the FASEA Exam? Preparation & Confidence is the KeyOver the past 18 months, I have had numerous conversations with financial advisers, accountants and stockbrokers who are beside themselves with fear – fear of not passing an exam, fear of …
In the FEBRUARY 2021 Edition of our FASEA Standards Newsletter, we discuss: ASIC Wins: Westpac loses “personal advice” case in High Court When a marketing campaign becomes adviceWestpac claimed the conversations between its personnel and the superannuation fund members fell within the framework of general advice. The High Court disagreed. New Entrants / Advisers: Career Pathways – …
FASEA Standards Newsletter (FEBRUARY 2021 Edition) Read More »
In the JANUARY 2021 Edition of our FASEA Standards Newsletter, we discuss: FASEA Exam: NOVEMBER 2020 Exam Results & Analysis 89.5% of Financial Advisers have PASSED Exam Over 12,573 advisers have sat the exam with almost 90% demonstrating the knowledge of advice construction, ethics & legal requirements examined. Regulations: FASEA to be ‘disbanded’ Regulatory Framework to be …
FASEA Standards Newsletter (JANUARY 2021 Edition) Read More »
In the DECEMBER Edition of our FASEA Standards Newsletter, we discuss: FASEA Exam: How to Prepare for the ‘one size fits all’ Exam The most effective way to prepare for the FASEA exam is to understand the proposed question format of the exam, the concepts and ideas that will be examined, be mindful of where other …