CERTIFIED FINANCIAL PLANNER
Financial planning
MLC Adviser Scholarship Program helping to alleviate critical adviser shortage....
Financial planning
When it comes to a financial planner’s education, is taking the easy road an advantage or disadvantage? Michael Dale answers this by sharing his own experiences of studyi...
Financial planning
The overall number of financial planners has lifted again having recently experienced a slight lull but despite this upward trend Darin Tyson-Chan finds out a few of the ...
Financial planning
The FPA endorses latest protection initiative from the ATO....
Financial planning
At least one dealer group is poised to leave the Financial Planning Association after restrictions on the use of its Certified Financial Planner brand are scrapped on Jul...
Financial planning
The Association of Financial Advisers is preparing to launch its own version of the Financial Planning Association’s Certified Financial Planner designation....
Editorial
Paraplanning deserves recognition in its own right as a chosen profession rather than as a transition to becoming a financial planner, according to Brigitte Forbes, senio...
Financial planning
Financial Planning Association chief executive Jo-Anne Bloch kicked off this year’s FPA National Conference with four significant announcements, which could lead to drast...
Financial planning
The FPA has advised that its investigation into the activities of Tasmanian-based adviser Brendan Moore has been wrapped up, with its disciplinary committee imposing only...
Financial planning
The Financial Planning Association has released the results of its own research that shows its members feel it is not doing enough to promote the value of advice or the p...
Financial planning
The Financial Planning Association has amended the level of experience it requires from its Certified Financial Planner candidates to better reflect that of a typical car...
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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...