Powered by MOMENTUM MEDIA
moneymanagement logo
 

CERTIFIED FINANCIAL PLANNER

People & Products

The AFA has appointed Deborah Kent to its board as NSW director, replacing Mark Hoskin....

Financial planning

The recent flurry of opinions around making financial planners accountable to the Tax Agent Services Act (TASA) only continues to fuel more flawed arguments that are not ...

Financial planning

Griffith University has secured accreditation from the Financial Planning Education Council (FPEC) for its financial planning program....

Financial planning

Should ‘financial planner’ and ‘financial adviser’ be synonymous in the eyes of law?...

Financial planning

ASIC ordered AAA planners to be covered by the dealer group’s PI insurance policy until 29 January, 2014....

Financial planning

The FPA is investigating claims made by dealer group AAA Shares about its affilliation with the FPA and the CFP status of some of its planners....

Financial planning

As the Financial Planning Association (FPA) opens enrolments for its 2013 Certified Financial Planner (CFP) program, chief executive Mark Rantall says the year ahead look...

Financial planning

The global number of Certified Financial Planners (CFPs) grew by more than 8000 over the past 12 months to end 2012 at 139,818, according to the Financial Planning Standa...

Editorial

2012 will stand as a watershed year for the Australian financial planning industry – the year during which the various elements of the Future of Financial Advice (FOFA) l...

Financial planning

New platform launched to challenge planners in retail advice market....

Editorial

Mike Taylor writes that legally enshrining the term ‘financial planner/adviser’ is a necessary step towards creating a barrier to an industry being tarnished by spivs and...

Financial planning

The FPA rewards its top financial planners with the announcement of the 2012 Best Practice Award winners in Melbourne....

Financial planning

After recording a budget deficit of more than half a million dollars in 2010/11, the FPA has emerged into the black in the last financial year, according to its annual re...

Financial planning

AMP's Steve Helmich explains what it means to be a professional financial planner and the value of professionalism for planners and their clients....

Financial planning

AMP's Horizons Academy has linked with the University of New South Wales, allowing graduates to use credits towards financial planning degrees that are then linked to the...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

2 weeks 1 day ago

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

3 weeks 1 day ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks 3 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks ago

As the deadline approaches for advisers to meet higher education requirements, the FAAA has shared an “obscure” loophole to help advisers avoid redoing a professional yea...

1 week ago