CFP
Financial planning
A Sydney planner has argued that the appropriateness of advice should be audited by a specialist CFP panel before it is delivered to clients....
Financial planning
Dealer groups are increasingly recruiting and training Certified Financial Planners (CFP) in an attempt to guard against possible breaches of regulation, with one in thre...
Financial planning
The VOA awards are designed to promote and define the value of professional advice....
Financial planning
The global financial crisis has slowed the flow of candidates for entry-level financial planning qualifications but, as AMAL AWAD reports, the education providers remain ...
Financial planning
In the 15 years since I linked up with Bodinnars Financial Planning, now part of the Fiducian Group, a myriad of changes have taken place in our industry. ...
Financial planning
Financial planners are confident about the continued level of training budgets, but training staff split on further subsidies....
Financial planning
The Financial Planning Association is a key industry body, but it’s time for it to evolve into a greater force, writes RAY GRIFFIN....
Financial planning
Challenging economic environment fails to dampen demand for CFP program places, according to FPA....
Editorial
Everyone seems to have an opinion on the state of the world and its financial prospects, writes Ray Griffin....
Financial planning
Peter Roan has once again impressed judges with his remarkable approach to financial planning and service to the community....
Financial planning
'Client first' principle included in code of ethics....
Financial planning
2008 Year in Review - JO-ANNE BLOCH looks back at a turbulent year...
Financial planning
Exam length cut, degree qualifications abolished....
Financial planning
Certified Financial Strategist (CFS) to compete with FPA's CFP designation....
Financial planning
The FPA has urged consumers to remain calm and seek advice....
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Podcast
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...