CERTIFIED FINANCIAL PLANNER

Financial planning

Is there any way to accurately measure adviser quality, asks Robert Keavney....

Financial planning

Recent legislation is set to revamp the South African financial planning industry. Craig Phillips reports....

Financial planning

As the call for professional standards echoes around Asia, various industry bodies are lining up for a piece of the action. Ben Abbott reports....

Financial planning

If we thought we had problems in Australia, they pale in comparison to those besetting the financial planning industry in Canada. Julie Bennett and Lucie Beaman report....

Editorial

The financial planning industry in the UK is in a state of flux. Lisa Bowman reports....

Financial planning

Count Wealth Accountants has rejoined the Financial Planning Association (FPA) as a principal member after having withdrawn its membership five years ago....

Financial planning

The Financial Planning Association (FPA) has released more details of changes to its Certified Financial Planner (CFP) program, to allow those with other professional cre...

Financial planning

The inaugural Business Development Manager (BDM) of the Year Award was hugely popular, with hundreds of readers nominating 98 BDMs for the award. Culling the list to a ma...

Financial planning

The Financial Planning Association has hailed the meeting of its 31 chapters in Sydney as a huge success according to general manager, Rohan Burgess....

Financial planning

The previous chief executive of the Financial Planning Association (FPA) Michael McKenna died suddenly overnight....

Financial planning

An international battle between controllers of the Certified Financial Planner (CFP) and Chartered Financial Practitioner (ChFP) designations has erupted in the Asia-Paci...

Financial planning

A new international body set up to administer the global Certified Financial Planner (CFP) qualification, the Financial Planning Standards Board (FPSB), will have its sec...

Financial planning

The Financial Planning Association (FPA) has made significant changes to its Certified Financial Planner (CFP) education program, allowing individuals with existing quali...

Financial planning

While delegates to this year’s Financial Planning Association (FPA) annual convention might be expecting to put their feet up and relax, organisers have other ideas. Ben ...

Financial planning

The Financial Planning Standards Board (FPSB), a new international body being set up to oversee the global Certified Financial Planner (CFP) qualification, has announced ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 12 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 16 hours ago