POWERED BY MOMENTUM MEDIA
CFP
People & Products
The Financial Planning Standards Board has announced chief executive, Noel Maye, will step down from his leadership position on 31 December....
Financial planning
The Financial Planning Association’s proposals for adviser registration to replace licensee authorisations has caused consternation among some licensees, but the FPA has ...
Financial planning
Deakin University’s Master of Financial Planning degree will now include the CFP Certification Program under a new partnership with the Financial Planning Association of ...
Financial planning
The Financial Adviser Standards and Ethics Authority has extended recognition of the course value of the Financial Planning Association’s Certified Financial Planner desi...
People & Products
The Financial Planning Association of Australia has launched a new Match My Planner online matching service to help Australians find a Certified Financial Planner....
Financial planning
The Financial Planning Association has confirmed the inevitable hit on the Certified Financial Planner designation resulting from the Financial Adviser Standards and Ethi...
Financial planning
Just days out from the close of enrolments for the Financial Planning Association’s Certified Financial Planning designation, the organisation’s chief executive, Dante De...
People & Products
The Financial Planning Association of Australia has announced Raquel Netto of The Wealth Mentoring Group as the Semester 1, 2019 winner of the Gwen Fletcher Memorial Awar...
Financial planning
The Financial Adviser Standards and Ethics Authority has delivered more information on historical degrees at the same time as apportioning two credits for the Financial P...
Financial planning
The Financial Planning Association has sought formal Financial Adviser Standards and Ethics Authority recognition of the Certified Financial Planner designation to lock i...
Financial planning
Uncertainty may surround the future status of the Certified Financial Planner designation but the Financial Planning Association believes it will survive and thrive....
Financial planning
The CBA has thus far paid over $29 million in compensation for its customers who received poor advice from CFP or Financial Wisdom between 2003 and 2012....
Financial planning
Everyone deserves a CFP, according to a new advertising campaign launched by the Financial Planning Association aimed at reaching over 10 million people....
Financial planning
The Tax Practitioners Board has recognised the FPA’s Certified Financial Planner qualification as an approved course in Australian Tax Law....
Financial planning
Melbourne-based CFP, Kathy Havers has been recognised by the FPA for her tireless community service and philanthropy. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....