CFP

Financial planning

Adviser feedback 02/09/1999

“Do you have a business plan? How often do you revisit it?”...

Financial planning

US financial planners are locked in battle with the Certified Financial Planning (CFP) board of standards over changes to the CFP designation....

Financial planning

Get the CFP mark of approval

Since its launch in 1992, the Certified Financial Planner (CFP) designation has been setting the standard in professional and educational requirements for the financial p...

Financial planning

Adviser feedback – How important is branding to a financial planning practice?

"While I have had no experience with it, I feel that the negatives would outweigh the positives. Some clients may feel more secure because they feel that their adviser is...

Financial planning

Planning suits Kevin to a tee

1. Name: Kevin Manshon...

Financial planning

Is it really necessary to have more rules from the financial services watchdog?

Regulation is a tricky balancing act for our financial services watchdogs. Tom Collins puts the case for less proscription on the latest batch of proposals from ASIC....

Financial planning

NZ News 22/07 – FPIA conference concern

Enthusiasm for the inaugural conference of the Financial Planners and Investment Advisers Association (FPIA) appears muted with attendance numbers projected to fall below...

Financial planning

Financial services industry can’t shake puberty blues

I have agonised over writing this particular column. I was a foundation member of the IAFP; on the steering committee that set up the Certified Financial Planner (CFP) de...

Financial planning

Adviser Feedback – Do you use a paraplanning service? Why/ why not?

"We do not use paraplanners. Having already invested quite a deal of capital into training, software and systems we are reluctant to utilise the services of paraplanners....

Financial planning

CFP designation to make its mark

The Certified Financial Planner (CFP) designation could gain a fur-ther stronghold in Australia under measures to be considered by the Financial Planning Association (FPA...

Financial planning

FPA chair-elect Griffin builds on his reputation

Respected financial planner Ray Griffin has been named as the next chairman of the Financial Planning Association....

Financial planning

NZ News 10 June 1999

Proposals to licence all New Zealand advisers has fallen on silent ears at the country's leading associations, according to New Zealand First consultant, Roly Metge....

Financial planning

Thanks for the memories...

Recent articles in the pages of Money Management have helped to chronicle the monumental shifts that are shaping the future of the Australian financial services industry....

Financial planning

Letters 10/06 – Walking further down the CFP designation pathway

I read with interest Bill O'Sullivan & Debbie Thomson's letter to the editor (Money Management, May 27) and their experience in their dealing with both the FPA and the AS...

Financial planning

The end of an era and the dawn of a new beginning

It is timely to reflect on our industry. Not because of the millen-nium, but because over the last twelve months or so we have seen a changing of the guard in the indust...