CFP

Financial planning

The previous chief executive of the Financial Planning Association (FPA) Michael McKenna died suddenly overnight....

Financial planning

An international battle between controllers of the Certified Financial Planner (CFP) and Chartered Financial Practitioner (ChFP) designations has erupted in the Asia-Paci...

Financial planning

Count Wealth Accountant’s Barry Lambert has called for certified financial planners (CFPs) to separate themselves from the Financial Planning Association (FPA) while conf...

Financial planning

A new international body set up to administer the global Certified Financial Planner (CFP) qualification, the Financial Planning Standards Board (FPSB), will have its sec...

Financial planning

Shortly after Bendigo Bank opened its first community branch in 1998, the bank decided it needed a financial planning arm to complement the range of services on offer. No...

Financial planning

Australia’s chief standards setting organisation, Standards Australia, has weighed into the debate about the quality of financial planning advice by revealing plans to de...

Financial planning

The Financial Planning Association (FPA) has made significant changes to its Certified Financial Planner (CFP) education program, allowing individuals with existing quali...

Financial planning

While delegates to this year’s Financial Planning Association (FPA) annual convention might be expecting to put their feet up and relax, organisers have other ideas. Ben ...

Financial planning

The Financial Planning Standards Board (FPSB), a new international body being set up to oversee the global Certified Financial Planner (CFP) qualification, has announced ...

Financial planning

International briefs – October 31, 2002...

Financial planning

Financial services education has been a hot topic throughout this year but the issue is about to get even hotter due to a decision made by National Finance Industry Train...

Financial planning

The Financial Planning Association (FPA) will create a separate commercial unit to provide education and training to its members....

Financial planning

The former chairman of the Financial Planning Association (FPA), Ray Griffin, has decided to leave the high profile Gunther Doyle Griffin planning group....

Financial planning

THE increasingly bitter dispute between the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) over financial planning designations has ...

Financial planning

THE FINANCIAL Planning Association (FPA) in the US has voiced its strong opposition to a US House Committee White Paper that the association says threatens US workers’ ab...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago