Financial Planning Association of Australia unveils CFP forum
The Financial Planning Association of Australia (FPA) has announced a new series of events and activities for Certified Financial Planner (CFP) professionals.
CFP Professional Connect, which will be exclusive to CFP professionals and those enrolled in the CFP certification programme, will provide a forum for attendees to share experiences, further develop expertise and network with fellow CFP professionals.
The first workshop will take place on Tuesday 22 November at the ICC Sydney – a day before the annual FPA Professional Congress – and is titled ‘It depends: Deconstructing the advice process’.
It will be led by Louise Biti, Kathryn Creasey, Shayne Sommer and Adam Crabbe, while being eligible for up to three hours of continuing professional development (CPD).
FPA chief executive officer, Sarah Abood, said: “The launch of the CFP Professional Connect programme complements the changes made to FPA memberships earlier this year.
“This is part of our commitment to provide more catered and customised services to each of our membership categories, to help ensure they get the most out of their membership.”
Recommended for you
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
Morningstar has made two business development appointments to drive the growth strategy of its financial advice software, AdviserLogic.
