Entries by Gary Weigh

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 […]

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 […]

The National Adviser Exam just got Technical

With an extension reading list that looks like an advert for a university bookshop clearance sale, FASEA released its adviser exam timetable late last week. Also in the release is a set of exam practice questions. Whilst it is valuable insight into the way exam questions might be presented, there are some concerns for specialist […]

The Peril of Delaying the National Adviser Exam

FASEA indicates that National Adviser Exams will be scheduled quarterly in 2019 commencing mid-June; and then bi-monthly in 2020. So that suggests 8-9 exam opportunities before the 1st Jan 2021 deadline for all existing advisers to pass this exam.  It sounds like a lot but it’s an illusion. According to the feedback I receive from risk […]

National Adviser Exam – 4 Things Stood Out

When I first read the FASEA National Adviser Exam Policy, four things stood out. 1. It looks very much like an examination of the process of providing advice within the bounds of the law and relevant codes, regardless of technical specialty. 2. The length of the exam is quite long at 3.5 hours including 15 […]

Busting Personal Insurance Myths

If you apply for a ‘no medical and no blood test’ personal insurance, don’t assume you will be covered for any medical condition you already have.  Pre-existing health problems are generally excluded in the fine print of a personal insurance policy.  However, you might not find this out until years later at the time of […]