CPA launches planning mark

financial planning financial planning businesses financial advice chief executive

9 November 2000
| By Anonymous (not verified) |

CPA Australia is stepping up its move into financial planning with the launch of a new designation and the announcement of its first financial planning conference.

Australia's biggest professional association now has a second designation, complementing the Specialist in Financial Planning designation announced last year. The new mark, PFP, will be the group's main financial planning designation and signifies those CPA members who hold licences or proper authorities.

CPA chief executive David Edwards the new designation recognises the new role of accountants and the premier position CPA members have among consumers.

"We all realise accounting is not simply accounting any longer. The designations are one of the many symbols of change," he says.

"Demand for financial advice is growing and CPAs, who have well-established client bases built on trust, are naturally becoming the main port of call for this advice."

The finance, accounting and business services professionals association will also host a two day financial planning conference in Melbourne, starting on February 22.

The conference program will focus on the issues facing those looking to expand their financial planning businesses. Topics include selecting a business model, the effect of CLERP 6, marketing, superannuation and pricing policies.

CPA Australia is the biggest finance, accounting and business services association in Australia, with a membership base of more than 100,000 professionals.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

3 days 21 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 19 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 22 hours ago