Professional Year (PY) Program 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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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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Joel Ronchi featured in MoneyManagement Article (https://www.moneymanagement.com.au/features/fasea-exam-doesn’t-get-passing-grade)

FASEA EXAM DOESN’T GET PASSING GRADE With four Financial Adviser Standards and Ethics Authority (FASEA) exams now completed, 5,257 advisers have sat the first three exams, with another 2,200 who sat the February exam. Despite the anxiety in the industry over sitting the exam, the lowest pass rate was 86% – which was in the

Joel Ronchi featured in MoneyManagement Article (https://www.moneymanagement.com.au/features/fasea-exam-doesn’t-get-passing-grade) Read More »

Joel Ronchi featured in IFA Article (https://www.ifa.com.au/news/27780-advisers-dumbfounded-by-lack-of-exam-feedback)

ADVISERS ‘DUMBFOUNDED’ BY LACK OF EXAM FEEDBACK Licensees and training providers have been bombarded with queries and concerns from advisers around the lack of feedback in the FASEA exam process, with many saying they are in the dark on how they can improve their knowledge as the deadline for passing the exam looms. Speaking to

Joel Ronchi featured in IFA Article (https://www.ifa.com.au/news/27780-advisers-dumbfounded-by-lack-of-exam-feedback) Read More »

FASEA Exam Tips

Preparation is the KEY to SUCCESS when it comes to the FASEA Exam Here are some Exam Tips from Advisers who sat the June, September & December FASEA Exam intakes: * Exam Tip #1: TIME MANAGEMENT – have a strategy going in. Are you going to use the reference materials for each question, OR are

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