CERTIFIED FINANCIAL PLANNER

People & Products

The AFA has appointed Deborah Kent to its board as NSW director, replacing Mark Hoskin....

image
Financial planning

The recent flurry of opinions around making financial planners accountable to the Tax Agent Services Act (TASA) only continues to fuel more flawed arguments that are not ...

image
Financial planning

Griffith University has secured accreditation from the Financial Planning Education Council (FPEC) for its financial planning program....

image
Financial planning

Should ‘financial planner’ and ‘financial adviser’ be synonymous in the eyes of law?...

image
Financial planning

ASIC ordered AAA planners to be covered by the dealer group’s PI insurance policy until 29 January, 2014....

image
Financial planning

The FPA is investigating claims made by dealer group AAA Shares about its affilliation with the FPA and the CFP status of some of its planners....

image
Financial planning

As the Financial Planning Association (FPA) opens enrolments for its 2013 Certified Financial Planner (CFP) program, chief executive Mark Rantall says the year ahead look...

image
Financial planning

The global number of Certified Financial Planners (CFPs) grew by more than 8000 over the past 12 months to end 2012 at 139,818, according to the Financial Planning Standa...

image
Editorial

2012 will stand as a watershed year for the Australian financial planning industry – the year during which the various elements of the Future of Financial Advice (FOFA) l...

image
Financial planning

New platform launched to challenge planners in retail advice market....

image
Editorial

Mike Taylor writes that legally enshrining the term ‘financial planner/adviser’ is a necessary step towards creating a barrier to an industry being tarnished by spivs and...

image
Financial planning

The FPA rewards its top financial planners with the announcement of the 2012 Best Practice Award winners in Melbourne....

image
Financial planning

After recording a budget deficit of more than half a million dollars in 2010/11, the FPA has emerged into the black in the last financial year, according to its annual re...

image
Financial planning

AMP's Steve Helmich explains what it means to be a professional financial planner and the value of professionalism for planners and their clients....

image
Financial planning

AMP's Horizons Academy has linked with the University of New South Wales, allowing graduates to use credits towards financial planning degrees that are then linked to the...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago