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Around 100 people attended the CFP Retreat last week before the FPA Convention, for what was an “amazing day with exceptionally high quality speakers”, according to sourc...
Financial planning
For the first time ever, the FPA convention included a CFP retreat to which only CFPs were invited. John Wilkinson spoke with keynote speaker, Peter Webb....
Financial planning
With all the changes the Financial Services Reform Act (FSRA) has brought, what do you need in terms of education to become a financial planner? Julie Bennett reports....
Financial planning
By 2007, planners will need a degree in order to enrol in the CFP program, but is it asking too much? Julie Bennett reports....
Financial planning
As the financial services sector has grown and matured throughout South-East Asia, Australia has emerged as an educational centre of excellence. Mike Taylor reports....
Financial planning
The Financial Planning Association (FPA) has lifted the bar for education with a mandated degree entry to its Certified Financial Planner (CFP) program from January 1, 20...
Financial planning
The Association of Financial Advisers (AFA) officially launched its new professional designations yesterday at the AFA National Conference in Queensland....
Financial planning
The Financial Planning Association (FPA) has rolled out a series of business tools targetting specific areas including the terms of engagement between advisers and client...
Financial planning
Is there any way to accurately measure adviser quality, asks Robert Keavney....
Financial planning
Financial planners are earning even bigger salaries, but is the bubble about to burst? Lisa Bowman reports....
Financial planning
The Boutique Financial Planning Principals Group’s (BFPPG) Bruce Baker says it is too soon to know the effects of the Australian Consumers’ Association (ACA)/Australian S...
Financial planning
Financial planners should have to earn the right to the exclusive use of the term ‘financial planner’ according to shadow finance minister Senator Stephen Conroy....
Financial planning
Financial services education provider Integratec has passed the first-ever candidate to take the Advanced Diploma of Financial Services (Financial Planning) course, the n...
Financial planning
As the call for professional standards echoes around Asia, various industry bodies are lining up for a piece of the action. Ben Abbott reports....
Financial planning
If we thought we had problems in Australia, they pale in comparison to those besetting the financial planning industry in Canada. Julie Bennett and Lucie Beaman report....
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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...