CFP

People & Products

The Financial Planning Standards Board has announced chief executive, Noel Maye, will step down from his leadership position on 31 December....

Financial planning

The Financial Planning Association’s proposals for adviser registration to replace licensee authorisations has caused consternation among some licensees, but the FPA has ...

Financial planning

Deakin University’s Master of Financial Planning degree will now include the CFP Certification Program under a new partnership with the Financial Planning Association of ...

Financial planning

The Financial Adviser Standards and Ethics Authority has extended recognition of the course value of the Financial Planning Association’s Certified Financial Planner desi...

People & Products

The Financial Planning Association of Australia has launched a new Match My Planner online matching service to help Australians find a Certified Financial Planner....

Financial planning

The Financial Planning Association has confirmed the inevitable hit on the Certified Financial Planner designation resulting from the Financial Adviser Standards and Ethi...

Financial planning

Just days out from the close of enrolments for the Financial Planning Association’s Certified Financial Planning designation, the organisation’s chief executive, Dante De...

People & Products

The Financial Planning Association of Australia has announced Raquel Netto of The Wealth Mentoring Group as the Semester 1, 2019 winner of the Gwen Fletcher Memorial Awar...

Financial planning

The Financial Adviser Standards and Ethics Authority has delivered more information on historical degrees at the same time as apportioning two credits for the Financial P...

Financial planning

The Financial Planning Association has sought formal Financial Adviser Standards and Ethics Authority recognition of the Certified Financial Planner designation to lock i...

Financial planning

Uncertainty may surround the future status of the Certified Financial Planner designation but the Financial Planning Association believes it will survive and thrive....

Financial planning

The CBA has thus far paid over $29 million in compensation for its customers who received poor advice from CFP or Financial Wisdom between 2003 and 2012....

Financial planning

Everyone deserves a CFP, according to a new advertising campaign launched by the Financial Planning Association aimed at reaching over 10 million people....

Financial planning

The Tax Practitioners Board has recognised the FPA’s Certified Financial Planner qualification as an approved course in Australian Tax Law....

Financial planning

Melbourne-based CFP, Kathy Havers has been recognised by the FPA for her tireless community service and philanthropy. ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

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Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

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ASIC has released the results of the latest financial adviser exam, held in November 2025....

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