CERTIFIED FINANCIAL PLANNER

Financial planning

eJobs Recruitment Specialists has noted a 5.5 per cent drop in national advertised roles in the financial planning industry in the three months to October 31, with job lo...

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Financial planning

Student membership numbers up but practitioner numbers down in what outgoing Chair Julie Berry acknowledges as a period of growing pains for both the industry and its pea...

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Financial planning

The FPA board election process opens today with 23 candidates lining up for the three available independent positions....

Editorial

To be recognised as true professionals, financial planners need the equivalent of a degree qualification. The FPA's Certified Financial Planner designation is not enough,...

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Financial planning

Figures reveal membership take-up of the Financial Planning Association's Certified Financial Planner designation has plateaued since 2001....

Financial planning

While many would agree the current educational requirements for entry into financial planning are inadequate, there is little common ground on how to resolve the issue, w...

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Financial planning

The Financial Planning Association has sent a clear signal that it sees no problem with the Certified Financial Planner designation remaining inextricably linked to membe...

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Financial planning

The make-up of the board of the Financial Planning Association (FPA) is not adequately representative of practising financial planners, according to recently resigned FPA...

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Financial planning

The Financial Services Institute of Australasia (Finsia) has launched a new professional designation for the financial services industry, one that could test the relevanc...

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Financial planning

The Association of Independently Owned Financial Planners' status as an industry association is being questioned as it moves to revive an investment administration servic...

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Financial planning

The Financial Planning Standards Board's (FPSB's) goal is to promote higher standards so financial planning is recognised as a distinct profession similar to accounting, ...

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Financial planning

Even in an outstanding field, Jackie Cook’s empathy with her clients stood out, writes Amal Awad....

Financial planning

The Financial Planning Association (FPA) has lost numbers in both its principal and general membership bases over the past financial year....

Financial planning

The CFP designation has become cemented as an industry benchmark....

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Financial planning

Financial planners are confident about the continued level of training budgets, but training staff split on further subsidies....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

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

2 months 1 week 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

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 day 8 hours 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...

4 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

6 days 6 hours ago