Financial Plannig industry consultant Joel Ronchi has been running training programs for stockbrokers over the past few months after hearing that fail rates of between 50 and 60 per cent were commonplace among top firms. “The exam is very broad where brokers’ focus is very narrow traditionally. They’re being asked to consider a whole range …

Minister defends controversial ethics test for stockbrokers (artcile in TheAge) Read More »

Knowledge on advice documentation has been the biggest recurring problem area with the Financial Adviser Standards and Ethics Authority (FASEA) exam.  In the last four exams, advisers had difficulties demonstrating knowledge of the components of key advice documentation that was provided to the client. Joel Ronchi, myIntegrity in Practice principal consultant, said advisers might not …

Advice documentation a major exam problem area Read More »

https://vimeo.com/521546707 SNEAK PEEK VIDEO… Here’s some feedback from Advisers who attended our recent Masterclass held on 5th & 6th March…. * “Thank you Joel – very helpful. Without this guide, navigating the course curriculum would have been a nightmare.” * “Thanks for today Joel. Great course and solid content. Fingers crossed and head down now!!!” …

FASEA Exam Masterclass – FASEA CODE of ETHICS Overview Read More »

https://vimeo.com/521546552 SNEAK PEEK VIDEO… Here’s some feedback from Advisers who attended our recent Masterclass held on 5th & 6th March…. “Hi Joel – Just to say thank to you… The last two days have been so useful, very pleased I enrolled.” “Thanks for everything thus far, have got a lot out of the course.” ** …

FASEA Exam Masterclass – CORPORATIONS ACT explained Read More »