CERTIFIED FINANCIAL PLANNER
Financial planning
Product pushing is a bummer. Disclosure is all good. Financial Services Reform (FSR) is a positive. Becoming a certified financial planner is a must. Fee-for-service is c...
Financial planning
AMP Financial Planning will demand its more than 1,200 authorised representatives sit an annual exam as of next year before they can continue practicing under the banner ...
Financial planning
The Financial Planning Association (FPA) has invited tenders for the delivery of its Certified Financial Planner (CFP) program as it enters the next phase of its educatio...
Financial planning
Personal service for advisers and clients is only one of the hallmarks of Australian Investment & Financial Planners. Craig Phillips reports....
Financial planning
Tribeca Learning has signalled its interest in taking on the Financial Planning Association’s ongoing education offering - The Certified Financial Planner (CFP) designati...
Financial planning
The Financial Planning Association (FPA) is reviewing the provision of education services and may even cease to offer courses according to chief executive Kerrie Kelly....
Financial planning
The Financial Planning Association (FPA) has confirmed long running speculation regarding its education progam by ceasing to offer education to members directly, and will...
Financial planning
Tyndall Investment Management, as part of its recently announced Promina-backed ten year growth plan, has appointed a national distribution manager to support the firm’s ...
Financial planning
A love of the country and his community has kept Robert Kiddell out of the big smoke, but he has long been playing in the big league. Jason Spits looks at why the judges ...
Financial planning
For most financial planning professionals, there might seem to be a world of difference between the process of financial planning and engineering....
Financial planning
Over the past year, the Tower group has redirected its overall strategy and returned its focus to the risk end of the market. Lucie Beaman looks at what this means for th...
Financial planning
By 2007, planners will need a degree in order to enrol in the CFP program, but is it asking too much? Julie Bennett reports....
Financial planning
As the financial services sector has grown and matured throughout South-East Asia, Australia has emerged as an educational centre of excellence. Mike Taylor reports....
Financial planning
The Financial Planning Association (FPA) has lifted the bar for education with a mandated degree entry to its Certified Financial Planner (CFP) program from January 1, 20...
Financial planning
The Financial Planning Association (FPA) has rolled out a series of business tools targetting specific areas including the terms of engagement between advisers and client...
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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...