CFP

Financial planning

FPA gives research and marketing materials to FPSB members to promote CFP designation...

Financial planning

The Commonwealth Bank is calling for the introduction of a financial planner passport scheme, similar to the one operating in the United States. ...

Financial planning

FPA chief executive calls on CFP members to actively promote designation. ...

People & Products

Julie Berry named as first Australian to head NZ planning body...

Editorial

When Commonwealth Financial Planning was subjected to an enforceable undertaking imposed by ASIC in 2011, it was the subject of a good deal of media coverage in Money Man...

Financial planning

FPA states that professional status requires association membership....

Financial planning

AMP will make it mandatory for nearly 2000 planners to be members of a professional association. ...

Financial planning

ASIC points to conflicted, commission-driven culture at Commonwealth Financial Planning five years ago....

Financial planning

The CFP designation is gaining kudos worldwide and in Australia as demand for provable expertise and integrity grows, according to Financial Planning Association CEO Mark...

Financial planning

The new remuneration model announced by Commonwealth Financial Planning will assess advisers on both financial and non-financial performance, and will see the introductio...

Financial planning

The FPA is investigating claims made by dealer group AAA Shares about its affilliation with the FPA and the CFP status of some of its planners....

Financial planning

As the Financial Planning Association (FPA) opens enrolments for its 2013 Certified Financial Planner (CFP) program, chief executive Mark Rantall says the year ahead look...

Financial planning

The FPA rewards its top financial planners with the announcement of the 2012 Best Practice Award winners in Melbourne....

Financial planning

The Financial Planning Association has reported record enrolments for this year's Certified Financial Planner program which saw the increase of nearly 65 per cent from la...

Financial planning

The Financial Planning Association has reminded planners that there is one week left to enrol in the current semester's CFP intake, adding that enrolment numbers continue...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months ago

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

7 months 1 week ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 1 day ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks ago