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Showing 1 - 10 of 20 results for "FPSB"

Advised Aussies more financially confident: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... to those who aren't advised. The survey of more than 1000 respondents canvassed by the Financial Planning Standards Board (FPSB) and research consultancy firm MYMAVINS found that advised clients tend to have more financial confidence and resilience and ...

AFA, FPA merger in best interests

CASSANDRA BALDINI, CHLOE WALKER  |  THURSDAY, 24 NOV 2022
... the name," he said. The new association will however remain an affiliate of the global Financial Planning Standards Board (FPSB) to continue the CFP designation. According to Sharpe, members can expect for the merger agreement to be signed shortly and ...

FPSB names new leader

CHLOE WALKER  |  FRIDAY, 28 OCT 2022
... Gori served as the FPA's chief executive for close to six years before stepping down at the end of 2021. He then became the FPSB's head of stakeholder engagement, based in Sydney. He has also previously served as chair of the FPSB Council and Chief Executives ...

Aussie CFPs move toward 5000

KARREN VERGARA  |  WEDNESDAY, 23 FEB 2022
... emerging, developing and mature markets demonstrating the broad appeal of financial planning and CFP certification worldwide," FPSB chief executive Noel Maye said. "We're pleased to report that, despite the COVID-19 pandemic, momentum in the global ...

Advice on ageing key to future success: CFPs

JAMIE WILLIAMSON  |  THURSDAY, 7 OCT 2021
... respondents cited a lack of awareness around the benefits and 46% said it comes down to a lack of trust in the profession. The FPSB will use the information gathered through the survey to future-proof the profession and the CFP certification program ...

FPEC chair steps down

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... profession, and we commend him on his hard work," Kendall said. Elsewhere, new figures from the Financial Planning Standards Board (FPSB), the global licensing body of Certified Financial Planner (CFP) professionals, reported a 3.2% rise in the number ...

FPA celebrates World Financial Planning Day

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
... within the context of financial and life goals," De Gori said. Global licensing body, the Financial Planning Standards Board (FPSB), is hosting the inaugural World Financial Planning Day, which is also part of the International Organisation of Securities ...

Advisers see fintech as tool not threat

KERRIE SYDEE  |  FRIDAY, 14 OCT 2016
... services rather than seeing it as threat to their livelihood. The new report from the Financial Planning Standards Board (FPSB) aims to start a global conversation around the implications of fintech and automated advice for the delivery of holistic ...

Australians more reluctant to seek professional advice

LAURA MILLAN  |  WEDNESDAY, 2 DEC 2015
... a professional. The survey was conducted by global research firm GfK on behalf of the Financial Planning Standards Board (FPSB) and in conjunction with the Financial Planning Association (FPA). It found that Australians rely less on planners and websites ...

Financial planning director to leave AMP

LAURA MILLAN  |  THURSDAY, 18 JUN 2015
... but across the industry," he added. Helmich will continue to chair the International Financial Planning Standards Board (FPSB) and is also Chair of Future2, the FPA Foundation.
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