FASEA Exam (Video) – Remote Proctoring Explained

FASEA Exam – Remote Proctoring EXPLAINED FASEA (& ACER the Exam Administrator) have released the “Remote Proctoring Step by Step Guide” which provides remote exam candidates with information about how the proctoring process works and how the personal information of candidates will be collected, stored and used. In the VIDEO BELOW, I explain how Advisers …

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How to prepare to sit the FASEA exam remotely (The “IFA Show” PODCAST Interview)

With all face-to-face FASEA exam sessions replaced with online exams as a result of COVID-19 and the bill to extend the 1 January 2021 compliance deadline in limbo, many advisers are expressing concerns about passing the test in time. Remote proctoring is a method of supervising a candidate remotely, over the internet, while they sit …

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Joel Ronchi featured in IFA Article “FASEA deadline extension can’t be assumed”

FASEA deadline extension can’t be assumed Advisers should plan for the eventuality of the FASEA extension laws not passing in time, given uncertainty around when Parliament will sit next and the backlog of legislation needing to be passed when it returns, industry education provider Joel Ronchi has said. In an upcoming episode of The ifa …

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FASEA Standards Newsletter (APRIL Edition)

myIntegrity helps Financial Advisers and Licensees cut through the noise, confusion and uncertainty about the FASEA Standards so they can focus on the important aspects. Learn more about… FASEA Exam – what’s the latest news? Professional Year (PY) – how does it work? Adviser CPD Obligations under COVID-19 ASIC Insights My client requires “urgent advice” – what do I do?  How can I …

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How can I provide new advice and annual reviews in the current environment?

Financial advisers play a role in helping their clients in uncertain times and periods of significant share market volatility. This includes reassuring clients about their investment strategies as well as providing personal advice in response to their changing circumstances. These changes may involve employment status or external factors, such as legislative changes arising out of …

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My client requires “urgent advice” – what do I do?

What about situations where my client needs urgent advice? The Corporations Act permits the delayed provision of FSGs and SOAs to the client in time-critical cases. For example, you may be able to rely on the time-critical exception and provide advice to the client without first giving the client a SOA where: your client expressly …

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Professional Year (PY) for Financial Advisers – how does it work?

From 1 January 2019, New Entrants to the financial planning industry are required to pass the exam after they have completed a FASEA approved degree, and before commencing Quarter 3 in their professional year. In a recent FASEA Exam Prep MASTERCLASS the concept of the Professional Year came up and there was a lot of …

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Adviser Guidance on CPD Obligations under COVID-19

Financial Advisers who undertake our FASEA Exam Prep Programs often ask what impact, if any, COVID-19 has had on the requirements of Advisers to maintain their Continuing Professional Development (CPD) hours in line with their annual individual CPD Plan. As you are aware, Financial advisers are required to complete 40 hours of CPD each year …

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FASEA Exam Extension – what’s the story given COVID-19?

The Financial Adviser Standards and Ethics Authority (FASEA) Exam is a required component of the education standard that all Financial Advisers are required to pass to provide personal financial advice to retail clients in respect of retail financial products.  In these unprecedented and uncertain times, FASEA recognises the challenges presented by COVID-19 on the delivery …

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