certified financial planner

Financial planning

FPA referral model with Cbus off to solid start

FPA planners receive 25 advice referrals from Cbus since start of new year....

Financial planning

FPA passes on research to boost CFP

FPA gives research and marketing materials to FPSB members to promote CFP designation...

Editorial

How to energise your community

Claire Mackay has won the Pro-Bono Award in Money Management/Super Review’s inaugural Women in Financial Services Awards 2013. ...

Editorial

A burning drive to excel

Cherie Feher, the Money Management/Super Review Women in Financial Services Awards' Rising Star, is no stranger to financial planning, having worked as a compliance manag...

Financial planning

FPA and academia join hands for grants

The FPA and academics have come together to launch the first round of financial planning research grants for academics....

Financial planning

CFP designation should be used often and in full

FPA chief executive calls on CFP members to actively promote designation. ...

Financial planning

FPA referral deal with Cbus

FPA links to industry fund on referrals to FPA Professional Practices....

Financial planning

FPA referral deal with Cbus

The Financial Planning Association has entered into an agreement with industry super fund Cbus to pilot a referral service. ...

Financial planning

FPA budget recovers after 2011 restructure

FPA is no longer reliant on event revenue and sponsorship dollars to meet its funding requirements, according to its 2012/13 annual report....

Editorial

Financial services recruitment - if not now, when?

After a substantial part of the year when employers and employees seem to have been marking time in terms of job recruitment, things may be about to change, write Andrew ...

People & Products

Julie Berry to head NZ planning body

Julie Berry named as first Australian to head NZ planning body...

Top 100

Top 100 Dealer Groups 2013 - the winners and losers

While political leaders came and went and further regulation rumbled through, it seemed the financial planning sector spent the last 12 months in a holding pattern with m...

Financial planning

AMP to require mandatory association membership for advisers

AMP will make it mandatory for nearly 2000 planners to be members of a professional association. ...

Financial planning

FPA calls for cultural change in planning

FPA chief executive officer Mark Rantall calls for planners to set industry moral compass....

Financial planning

CFPs earn $35,000 more, survey shows

Certified Financial Planners earn around $35,000 more per year on average than planners without this designation, according to the Investment Trends FPA Professional Divi...