CPD Questions - AFA Adviser Magazine August 2019 edition
First Name
 
 
Last Name
 
 
Email
 
 
Did Senator Jane Hume meet with the AFA and FPA on the Joint task force on life insurance?
 
True
False
 
The AFA and the FPA are jointly lobbying the government on the following:
 
1 year extension for exam completion and 2 year extension for meeting minimum degree requirements
2 year extension for exam completion and 1 year extension for meeting minimum degree requirements
2 year extension for exam completion and 2 year extension for meeting minimum degree requirements
 
According to Phil Anderson the 2 key insurance elements of the protecting your superannuation package introduced on July 1 2019 are Balances under $6,000 or who had not had a contribution in the last 16 months.
 
True
False
 
On what date will the government look to effect the following changes in relation to the Protecting Your Superannuation Package. Changing insurance for new members under the age of 25 years to Opt-In and anyone with a balance under $6,000 being subject to Opt-In.
 
1 November 2019
1 January 2020
1 October 2019
1 March 2020
 
What are the advantages of using mandates over unit trusts?
 
flexibility
customisation
control
risk mitigation
all of the above
 
What is the new community of practice the AFA recently launched
 
Campus AFA
Paraplanner Pulse
Genxt
No community of practice was recently released
 
What does Charles Green suggest as the first step of project planning
 
Mind Map
Focus
Coming up with your objective
 
Grant Mizens supports a Risk based approach to portfolio construction
 
True
False
 
what are the 3 key business areas which we see brands through?
 
Image, culture and communication
media, culture and communication
Culture, design and communication
 
when investing in a digital marketing strategy, aside from the strategy itself what is the next most critical piece?
 
Business plan
Content
Communication strategy