CPA launches planning mark
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.
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