Planning conference slated for accountants
CPA Australia has stepped up its move into financial planning with the announcement of a financial planning conference.
CPA Australia has stepped up its move into financial planning with the announcement of a financial planning conference.
The finance, accounting and business services professionals association will host the two day conference in Melbourne, starting on February 22.
CPA Australia Financial Planning Industry Adviser Kathy Streeter says the conference aims to build on the moves into financial planning already undertaken by a large number of CPA Australia members.
“CPAs are perfectly positioned to slip into the role of financial adviser,” Streeter says.
“They are well recognised with relevant training and are already well positioned in the community as advisers.”
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.
Recommended for you
AFCA has confirmed United Global Capital’s membership of the body will not be extended to accept further complaints, avoiding a repeat of the Dixon Advisory scenario.
Three of Australia’s largest financial advice groups have shared their thoughts with Money Management on whether they would include crypto on their approved product lists.
Shadow treasurer Angus Taylor has vowed to introduce a bill to legislate a raft of financial services reforms if the Coalition is elected.
Money Management examines the share price of financial advice licensees over one year to 31 March, with M&A actions in the final quarter having a positive effect for two licensees.
