CERTIFIED FINANCIAL PLANNER

Financial planning

A new statutory body should control education and professional standards according to FSC, however it may sideline professional associations seeking self-regulation....

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Financial planning

A flexible online Masters of financial planning program will help new an existing advisers to raise standards in the profession, AMP believes....

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Editorial

The major institutions are right to take the lead on lifting educational standards in the financial planning space....

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Financial planning

NAB/MLC has joined the push to lift planner education standards....

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Financial planning

AMP has unilaterally moved to impose higher education standards within its licensee networks and to implement an advice review panel....

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Financial planning

Middletons further develops resourcing in South Australia....

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Editorial

Mike Taylor writes that the drive for higher educational standards for financial planners has served to regenerate criticism of those people who were grandfathered into t...

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Financial planning

FPA chairman, Matthew Rowe wants planners to be individually registered with ASIC as part of a fully enforceable professional code of conduct....

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Financial planning

The Commonwealth Bank has moved to lift education standards for planners, supervisors and managers of planners....

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Financial planning

Inaugural Gwen Fletcher Memorial Award winner, Erin Shields, plans to continue along the path by the late ‘First Lady of financial planning’....

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Financial planning

Financial services is one of last professions to outsource routine procedures to improve productivity....

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Financial planning

FPA honours ‘first lady of financial planning’, Gwen Fletcher, by giving her name to a CFP-related award...

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Financial planning

The Financial Planning Education Council (FPEC) announces two winners of its FPEC University Research Grants....

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Financial planning

While education has long been the yardstick by which advisers are measured, the bar has been raised and standards have become more widespread than ever before. As Jason S...

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Financial planning

Certified financial planner (CFP) professionals are more productive, profitable, and reduce compliance risk compared to financial planners without certification. ...

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