2013-09-02 00:17
When it comes to communicating and engaging any generation, McCrindle said it’s vital to ‘surf the wave’. ‘There’s no point in trying to change that generation… Read More
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Kaplan Professional Education Blog
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Kaplan Professional Education is a leading national provider of professional education and training in Financial Services and Real Estate.
2013-08-07 05:37
When it comes to making a meaningful connection with Gen Y, McCrindle said there are four key elements that advisers should bear in mind. They must keep thingsrealrelevantresponsiverelationa… Read More
2013-08-05 23:26
The expectations and values of Gen Ys, who grew up during the last two decades of the 20th century and into the new millennium, are unlike those of preceding generations, particularly due to… Read More
2013-07-21 23:36
While social media platforms may seem like a wonderful and straightforward way to drive business, there are risks to consider. Dunkerley and Carden emphasised that the main hazards are: >… Read More
2013-07-21 23:19
Compliance ObligationsCompliance in a financial services context requires that participants obey the relevant laws and regulations. Small Australian financial services (AFS) licensees face t… Read More
2013-04-29 02:15
Growing up during the last two decades of the 20th century and into the new millennium, Generation Y (Gen Y) has been shaped by the global events, technological developments and social trend… Read More
2013-04-22 06:35
Social media websites such as Facebook, LinkedIn and YouTube have grown dramatically in popularity in recent years, as people look for new ways to connect with each other. For licensees, soc… Read More
2013-03-22 00:00
When it comes to advisers showing they have complied with all elements of the reasonable basis for advice requirement, Maynard highlighted that good documentation is paramount.‘That me… Read More
2013-02-19 23:32
HOW DOES ASIC MONITOR NON-COMPLIANCE? ‘When ASIC has gone into some of the small financial services licensees, they’ve actually found a breach register that’s empty or a co… Read More
2013-01-30 22:55
Prospering in a diverse jobs marketAccording to the lasted trends highlighted by the Hays Quarterly Report for January to March 2013 , it’s evident that the jobs market appears favoura… Read More
2012-12-16 22:36
We are living in a time of constant change. Change in ones career can strike at anytime. Did you know? 1 in 4 workers has been with their employer for less than 1 year, whilst 1 in… Read More
2012-12-04 00:30
As the 24 November deadline for teach out of the FNS 04 training package came and went, many financial planners were shocked to find out that in some cases they did not have RG 146 complianc… Read More
2012-11-20 03:18
Many business professionals must earn CPD points to remain compliant. However, CPD offers a multitude of other advantages, particularly in terms of market relevance and professional growth… Read More
2012-11-05 22:10
In a recent Investor Daily article, BT Financial Group’s Advice General Manager Mark Spiers discussed the service and support they give financial planning businesses to help meet the c… Read More
2012-10-23 05:07
Your career; what’s it worth?The recruitment process has certainly slowed over the last few years, according to the latest Hays Banking Quarterly Report. Interestingly though, candidat… Read More
2012-10-08 04:17
Recently, the Clarius Skills Index reported that the demand for investment advisers, finance brokers and dealers remained balanced in the June quarter 2012, with a slight oversupply of aroun… Read More
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