CERTIFIED FINANCIAL PLANNER
Financial planning
A new statutory body should control education and professional standards according to FSC, however it may sideline professional associations seeking self-regulation....
Financial planning
A flexible online Masters of financial planning program will help new an existing advisers to raise standards in the profession, AMP believes....
Editorial
The major institutions are right to take the lead on lifting educational standards in the financial planning space....
Financial planning
NAB/MLC has joined the push to lift planner education standards....
Financial planning
AMP has unilaterally moved to impose higher education standards within its licensee networks and to implement an advice review panel....
Financial planning
Middletons further develops resourcing in South Australia....
Editorial
Mike Taylor writes that the drive for higher educational standards for financial planners has served to regenerate criticism of those people who were grandfathered into t...
Financial planning
FPA chairman, Matthew Rowe wants planners to be individually registered with ASIC as part of a fully enforceable professional code of conduct....
Financial planning
The Commonwealth Bank has moved to lift education standards for planners, supervisors and managers of planners....
Financial planning
Inaugural Gwen Fletcher Memorial Award winner, Erin Shields, plans to continue along the path by the late ‘First Lady of financial planning’....
Financial planning
Financial services is one of last professions to outsource routine procedures to improve productivity....
Financial planning
FPA honours ‘first lady of financial planning’, Gwen Fletcher, by giving her name to a CFP-related award...
Financial planning
The Financial Planning Education Council (FPEC) announces two winners of its FPEC University Research Grants....
Financial planning
While education has long been the yardstick by which advisers are measured, the bar has been raised and standards have become more widespread than ever before. As Jason S...
Financial planning
Certified financial planner (CFP) professionals are more productive, profitable, and reduce compliance risk compared to financial planners without certification. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...