Entries by admin

FASEA EXAM INSIGHTS – WHAT YOU SHOULD KNOW!

#1 June Exam Wrap-up This is the first of a 6-part series of insights into the FASEA adviser exam. Some 600 advisers sat the first round of FASEA exams this month. Even though the specific content of future exams will continue to change across and within the next 8 sittings or so, there are some […]

FASEA ADVISER EXAM – THERE IS NO WAY AROUND IT

If you are an existing adviser, you have until the end of 2020 to pass the adviser exam. I have had a few advisers ask me this same question lately: “Can I dodge the exam and retain my business after 1 January 2021 by employing a financial adviser to service new and existing clients while […]

FASEA EXAM INSIGHTS #1 June Exam Wrap-up

This is the first of a 6-part series of insights into the FASEA adviser exam. Some 600 advisers sat the first round of FASEA exams this month. Even though the specific content of future exams will continue to change across and within the next 8 sittings or so, there are some valuable takeaways that can […]

National Adviser Exam – Don’t Stand in the Shadow of the 2021 Deadline

I have been receiving feedback recently that many advisers are considering deferring the exam until next year; apparently, a strategic ‘wait until the dust settles’ approach. If you wait until next year, you will have the added pressure of ‘standing in the shadow of the guillotine’; being the figurative instrument that will sever you from […]

FASEA Adviser Exam – From Misery to Confidence

After week 7 of my first 10-week Adviser Exam Online Tutorial Program, I have two advisers who have already enrolled in next month’s FASEA exam sitting. Originally we were targeting September which would allow everyone to first sit the Kaplan fully supervised practice exam. And that will still be the case for the majority. The […]