FINANCIAL PLANNING ASSOCIATION
Financial planning
As the call for professional standards echoes around Asia, various industry bodies are lining up for a piece of the action. Ben Abbott reports....
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
The Financial Planning Association (FPA) has made significant changes to its Certified Financial Planner (CFP) education program, allowing individuals with existing quali...
Financial planning
Financial services education provider, IntegraTec, has released the latest in its series of financial planning training courses, calling for a greater concentration on co...
Financial planning
The Australian Securities and Investments Commissions (ASIC) will act against individual firms named in a damning report released this week on the quality of financial pl...
Financial planning
The Financial Planning Association has heard all the criticisms levelled at the industry, and Allan Crompton says the focus has always been on higher standards....
Financial planning
At the conclusion of last year Money Management ran a number of articles regarding the vexed issue of commission disclosure which were promptly met by a number of respons...
Financial planning
Victorian financial planner Robert Kiddell has won the Money Management Financial Planner of the Year award for 2002 after beating a field of well known financial planner...
Financial planning
Leading agribusiness group Great Southern Plantations has taken out a special professional indemnity (PI) insurance policy to cover financial planners wanting to recommen...
Financial planning
FINANCIAL planners will now be able to gain industry standard education without the need to complete the Financial Planning Association’s (FPA) Diploma of Financial Plann...
Financial planning
Pauline Vamos has been named the most influential person in financial services by a panel of industry peers....
Financial planning
Financial planning fees and commission have been the subject of much discussion over the years and they are once again back on the agenda....
Financial planning
Choosing the most influential people in the financial services industry is a task fraught with difficulty....
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
Pauline Vamos has been named the most influential person in financial services by a panel of industry peers....
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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...