Search Results | Showing 41 - 50 of 203 results for "CFP" |
| | | ... advisers, however the requirement has been a fact of life for many years for those who hold the Certified Financial Planner (CFP) or Fellow Chartered Financial Practitioner (FChFP) designation. We therefore think 40 hours for all advisers is probably ... |
| | | | ... Private Wealth. The Gwen Fletcher Memorial Award, which recognises the highest performing student in the final unit of the CFP Certification Program, went to John Dacker from Shadforth Financial Group. As for the FPA University Student of the Year, Mary ... |
| | | | Highlighting the point ASIC chair James Shipton made about slow and delayed responses from Australia's financial institutions, a bank's financial advice subsidiary has sought an extension to complete a major report as part of its enforceable undertaking. ... |
| | | | ... unauthorised advice fees between April and June 2018," he said. The institution will also pay back all grandfathered commissions to CFP customers, a process expected to benefit about 50,000 customer accounts by about $20 million annually. This will commence ... |
| | | | ... experience. He has been a consultant educator to the FPA for about five years, during which he was primarily involved in the CFP certification program. His will be a committee member, subject matter expert and exam maker. He will also assist FPA Professional ... |
| | | | A survey of the Financial Planning Association of Australia's membership found 78% of those which have completed its CFP designation believe they already hold the necessary skills to comply with proposed adviser education reforms. The survey, which ... |
| | | | ... recognition for financial planners that have a degree and have undergone significant training in financial planning through the CFP Certification Program," De Gori said. "In fact, for over 10 years now a bachelor's degree, or its equivalent, has been ... |
| | | | ... Glenelg (SA), Brett Stephenson from the Sunshine Coast (QLD) and Kristina Duke from Rockhampton (QLD). Sydney-based Chhetri is CFP-qualified and will join Jose Pais' practice, Legacy Financial Planning. Steve Salvemini is currently studying for a masters ... |
| | | | Commonwealth Bank chief executive Matt Comyn apologised for the group's financial advice failures as two CBA planning subsidiaries entered an enforceable undertaking with ASIC - all before the financial services Royal Commission tackles advice on Monday. ... |
| | | | ... added that members are outraged and in disbelief that FASEA has ignored the financial planning specific study completed in the CFP program, while recognising a law degree as a relevant financial planning qualification. "A financial planner with a Business ... |
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