Helmich named FPSB chairperson-elect

certified-financial-planner/financial-planners/united-states/

9 November 2011
| By Milana Pokrajac |
image
image image
expand image

AMP financial planning executive Steve Helmich has been named the 2012 chairperson-elect of the Financial Planning Standards Board (FPSB) Council, an advisory body of the FPSB Board of Directors.

Helmich will serve as 2012 chairperson of FPSB Council before assuming duties as board chairperson in 2013.

The new appointment followed his service on the FPSB Compensation and Succession Planning Committees in 2010 and 2011.

FPSB - the owner of the Certified Financial Planner (CFP) mark and logo outside the United States - praised Helmich's input in creating AMP's financial planning model.

"Steve has demonstrated how CFP professionals can add value at large firms," said Corinna Dieters, 2011 FPSB chairperson. "Steve's background and knowledge will benefit the FPSB Council as our members continue to develop their outreach programs for financial services firms."

CFPs Tim Kochis and Barry Horner, based in the US and the UK respectively, have also been appointed to FPSB Board of Directors.

The Board has also recently approved seven points of principles for duty of care for financial planners, aimed at restoring trust and confidence in the industry, FPSB stated.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 4 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 6 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 3 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo