CERTIFIED FINANCIAL PLANNER
Financial planning
FPA has declared its intention to increase the awareness of its Certified Financial Planner designation, with the aim of giving the professional mark more credibility....
Financial planning
Advisers attending IOOF professional development days and technical training sessions will be eligible to receive CPD points following the company’s acceptance as a princ...
Financial planning
Post graduate degree qualified people will no longer be able to gain an exemption from four out of the five units that must be obtained to receive the Certified Financial...
Financial planning
Just a few minutes ago, I finished speaking by phone with the son of a long-standing client. Our client’s son is 23 years of age and is in his first job, having completed...
Financial planning
Despite contributing almost half a million dollars to its new television advertising campaign, the FPA has posted an after-tax budget surplus of $1.187 million for the ye...
Financial planning
An undergraduate degree covering accounting, taxation and financial advising will be offered by the University of Western Sydney from next year, adding an entry point to ...
Financial planning
It’s taken nearly five years, in which time it’s been dwarfed as a financial services issue in Australia by the launch of the Financial Services Reform Act, but a global ...
Financial planning
In 2007, the Financial Planning Association of Australia (FPA) will set a global precedent by requiring all advisers wishing to gain its senior qualification, Certified F...
Financial planning
The recent ruling by the Australian Taxation Office allowing financial planners to give tax advice has blurred the roles of accountants and advisers even further. In the ...
Financial planning
The Securities Institute of Australia and the Australasian Institute of Banking and Finance are to merge, subject to member approval from both organisations....
Financial planning
OFM Investment Group is set to launch a program to educate independent advisers on the benefits and shortcomings of including bonds in client portfolios....
Financial planning
The Financial Planning Association has outsourced the administration of its Certified Financial Planner program, awarding the contract to former competitor - the Securiti...
Financial planning
Understanding clients’ needs and helping them achieve their financial goals is the bedrock of Jo Tuck’s practice....
Financial planning
Financial planners have taken a lot of criticism recently from some who say we are not moving quickly enough to embrace change....
Financial planning
Count Financial Limited’s Barry Lambert has announced his retirement plans and will hang up the gloves as Count managing director sometime in 2006. Far from putting his f...
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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...