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Postgraduate credit for TAL Risk Academy courses


The TAL Risk Academy had also released a new version of the FASEA Exam Masterclass.
Marc Olynyk, Deakin Business School program director of financial planning, said: The program was developed as a result of a close collaborative effort between the two organisations and it illustrates the focus that Deakin University has on working with industry to develop and deliver courses and training programs that meet the specific needs of the financial advice industry and the general community”.
Niall McConville, TAL general manager – retail distribution, said: “Our partnership combines the learning resources of the TAL Risk Academy with the academic expertise of Deakin University’s financial planning arm to give advisers a more flexible and cost-effective education pathway to meet their FASEA education requirements and gain a qualification from one of Australia’s leading universities”. ....

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FCPA Compliance Report - Jason Mefford | Thomas Fox

FCPA Compliance Report - Jason Mefford | Thomas Fox
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TAL to continue virtual masterclass in 2021


“TAL Risk Academy’s FASEA Exam Masterclasses are delivered in a virtual, on-demand format, which means advisers can review the content as many times as they like, even once they have completed the course.”
The masterclass was developed in 2019 and used interactive learning tools such as polling, practice exam questions and sample answers that helped to prepare advisers to sit the FASEA exam.
“In addition to preparing for the FASEA Exam, advisers enrolled in the FASEA Exam Masterclasses will also be helping young Australians from lower socio-economic backgrounds access quality education and reach their full potential,” Riley said.
“All TAL’s Risk Academy Masterclasses incur a $55 fee, which TAL donates to the Australian Business Community Network (ABCN). ....

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How advisers can build trust through transparent client communications


How advisers can build trust through transparent client communications
Attracting and retaining clients begins with properly understanding their needs and expectations.
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As the effects of the COVID-19 pandemic have increased competitive pressure on financial advisers, transparency and honesty are qualities that have increased in importance.
Building confidence in financial advice
In an industry characterised by constant scrutiny alongside changing competitive and regulatory dynamics, never has it been more important for advisers to manage their reputation and focus on providing quality advice to Australians.
Advisers can do this by understanding the changing needs of existing clients, as well as the goals and ambitions of new ones. By doing this, advisers can engage in more honest conversations, enabling them to tailor their advice to each client’s unique circumstances. ....

Mark Bullen , Adviser Centre , Frisk Academy , குறி புல்லன் , ஆபத்து கலைக்கழகம் ,