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Showing 21 - 30 of 203 results for "CFP"

Female CFPs more invested in financial planning

KARREN VERGARA  |  FRIDAY, 14 MAY 2021
... focused on holistic yet detailed advice and can build client trust better than male counterparts. The survey commissioned by the CFP Board of Standards found that female CFPs are more invested in the financial planning process, meaning they are detail ...

CFP Board creates diversity and inclusion role

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
... Board of Standards has appointed its first diversity and inclusion lead, who joined from sports car racing company NASCAR. The CFP Board has named Dawn Harris as its director of diversity and inclusion for the Centre for Financial Planning. The newly ...

FPA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 25 FEB 2021
... Award. Named after the late "first lady of financial planning", the award recognises the highest performing student in the CFP Certification Unit (CFP C) for each semester, with demonstrable dedication to providing high-quality financial advice. Manias ...

FPA announces 2020 award winners

KANIKA SOOD  |  THURSDAY, 26 NOV 2020
... FPA membership as a modern professional financial planner who is client dedicated, university educated and an experienced CFP professional. Zacary's passion for the value of advice and his confidence shone through his presentation to the FPA Awards ...

Gwen Fletcher Award winner named

ELIZABETH MCARTHUR  |  THURSDAY, 12 NOV 2020
... took home the gong for semester two 2020. The Gwen Fletcher Memorial Award recognises the highest performing student in the CFP Certification Unit for each semester. "The CFP Certification Program has definitely been challenging and very comprehensive ...

PPS Mutual bolsters distribution

HARRISON WORLEY  |  MONDAY, 22 JUN 2020
... the firm's Queensland state manager, Richard Hopwood. Tang is a former practice development manager for Financial Wisdom and CFP Pathways, having held that role for the past four years. Previously, he was a director and financial adviser and earlier ...

New board member at EQT

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 FEB 2020
... Award in 2014 and won the AFA Female Excellence in Advice Award in 2013 and the Financial Planning Association of Australia's CFP Professional of the Year in 2014. "On behalf of the board, I congratulate Ms Robson on her appointment. We all look forward ...

FPA partners with Deakin University

ALLY SELBY  |  WEDNESDAY, 5 FEB 2020
... Business School to allow financial planners to combine a Masters of Financial Planning with its Certified Financial Planning (CFP) program. It comes after the FPA signaled in August last year that it would partner with several postgraduate providers ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... the awards highlight individuals and businesses going above and beyond for their clients and the profession. Andrew Dunbar CFP® of Apt Wealth Partners has been recognised as the Certified Financial Planner of the Year, while Perth's Capital Partners ...

New FPA board members

ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... Johns joins the board for the first time. Johns is a long-standing member of the FPA, having joined in 2008 and becoming a CFP professional in 2010. He is the chief executive and founder of Health & Finance Integrated and is a disability and human rights ...