CERTIFIED FINANCIAL PLANNER

Financial planning

The Financial Planning Association (FPA) has received accreditation as a Registered Training Organisation (RTO) by the Office of Training and Tertiary Education Victoria....

Financial planning

Financial services education has been a hot topic throughout this year but the issue is about to get even hotter due to a decision made by National Finance Industry Train...

Financial planning

International briefs – October 31, 2002...

Financial planning

The former chairman of the Financial Planning Association (FPA), Ray Griffin, has decided to leave the high profile Gunther Doyle Griffin planning group....

Financial planning

THE increasingly bitter dispute between the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) over financial planning designations has ...

Financial planning

The Association of Financial Advisers (AFA) and the Financial Planning Association (FPA) are set to clash after the AFA indicated that as part of its move to secure a des...

Financial planning

Circumstances have made a Melbourne planning office become a model for the future. JOHN WILKINSON reports....

Financial planning

The proliferation of financial planning professionals puts potential clients in a quandary over how to choose an adviser. TOM COLLINS writes we may be at the point where ...

Financial planning

The key to future financial planning groups will be selling the relationship, not what platforms the dealer group is using, says Strategic Consulting and Training managin...

Financial planning

Very few people in the industry would have failed to notice the push to higher education standards that have been going on in recent years, especially after it received a...

Financial planning

Working as an engineer in South Africa, Peter Kirk knew there was something more for him. 15 years later Kirk has made the cut as a Money Management Financial Planner of ...

Financial planning

The Financial Planning Association (FPA) has not ruled out a possible increase in membership fees in line with its proposal to modify the association’s membership structu...

Financial planning

The Financial Planning Association of Australia (FPA) has finalised an agreement to sell its professional education program to the burgeoning Indian planning industry....

Financial planning

Clearing the final hurdle to become a Certified Financial Planner (CFP) is proving an increasingly difficult task for American financial planners....

Financial planning

It is no coincidence that the new Financial Planning Association chairman is also one of Australia’s top planners. Nicole Szollos explores the new directions John Hewison...

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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