CFP

Financial planning

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

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Financial planning

The Commonwealth Bank is calling for the introduction of a financial planner passport scheme, similar to the one operating in the United States. ...

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Financial planning

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

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People & Products

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

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Editorial

When Commonwealth Financial Planning was subjected to an enforceable undertaking imposed by ASIC in 2011, it was the subject of a good deal of media coverage in Money Man...

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Financial planning

FPA states that professional status requires association membership....

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Financial planning

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

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Financial planning

ASIC points to conflicted, commission-driven culture at Commonwealth Financial Planning five years ago....

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Financial planning

The CFP designation is gaining kudos worldwide and in Australia as demand for provable expertise and integrity grows, according to Financial Planning Association CEO Mark...

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Financial planning

The new remuneration model announced by Commonwealth Financial Planning will assess advisers on both financial and non-financial performance, and will see the introductio...

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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....

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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...

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Financial planning

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

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Financial planning

The Financial Planning Association has reported record enrolments for this year's Certified Financial Planner program which saw the increase of nearly 65 per cent from la...

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Financial planning

The Financial Planning Association has reminded planners that there is one week left to enrol in the current semester's CFP intake, adding that enrolment numbers continue...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 3 weeks 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 ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

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

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

1 week 4 days ago