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After reading the Under Siege article (<I>Money Management, April 1), </I>we were compelled to write and detail our dealings with both the Financial Planning Association...
Financial planning
America's two top financial planning associations have announced plans to merge....
Financial planning
The Financial Planning Association (FPA) has reacted strongly to news that two accounting bodies intend to set up independent financial planning designations....
Financial planning
The Certified Financial Planner (CFP) designation will become as well recognised as the Certified Practising Accountant (CPA) within ten years, according to a visiting CF...
Financial planning
The FPA says it has been overwhelmed with the response to its new CFP profes-sional education program. The course, which has attracted 150 enrolments for the first semest...
Financial planning
Enthusiasm for the inaugural conference of the Financial Planners and Investment Advisers Association (FPIA) appears muted with attendance numbers projected to fall below...
Financial planning
I have agonised over writing this particular column. I was a founda-tion member of the IAFP; on the steering committee that set up the Certified Financial Planner (CFP) d...
Financial planning
Talks between Australia's two peak accounting bodies and the Financial Planning Association (FPA) have failed to establish a single designation for the provision of finan...
Financial planning
Two events of the past month have the potential to turn the retail financial services market on its head. Tom Collins examines the possibilities opened up by the sale of ...
Financial planning
If the burgeoning sector evolving around employing and outsourcing paraplanners is to be believed, there’s a gold rush going on. “Good people” are talked of in hushed ton...
Financial planning
Everyone knows what a lemming is. They’re small, cute, rodent-like creatures who live far up north in very cold climates. Every few years or so, they run like mad at a cl...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...