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Showing 91 - 100 of 214 results for "CFP"

StatePlus adopts FPA professional practice program

LAURA MILLAN | WEDNESDAY, 18 NOV 2015

... members of the FPA and more than half have achieved the Certified Financial Planner designation. By 2019, all planners will be CFP practitioners. Formerly State Super Financial Services, StatePlus said the initiative builds on a recent $50 million investment ...

StatePlus talking to super funds of all sizes

DARREN SNYDER | MONDAY, 16 NOV 2015

... There's been a lot of talk of heading in that direction and it's certainly a path we're on." StatePlus is aiming for 100% CFP qualification across its planning business. Two-thirds are currently qualified. "The comforting thing is that the whole industry ...

SSFS rebrands, launches digital advice

ALEX BURKE | FRIDAY, 16 OCT 2015

... make financial planning a trusted profession in its own right. We expect all our planners to be members of the FPA and be CFP qualified, or working towards that qualification," said StatePlus general manager, human resources Tracy Murphy. On the name ...

CBA publicly welcomes former staff bans

MARK SMITH | THURSDAY, 8 OCT 2015

The Commonwealth Bank has publicly welcomed the Australian Securities and Investment Commission's (ASIC) decision to ban former CFPL financial planners, Sharnie Kent and Stuart Jamieson. In a press release issued by the bank it said it reported concerns ...

CBA's advice review compensates 19 clients

LAURA MILLAN | WEDNESDAY, 30 SEP 2015

The compensation program set up by Commonwealth Bank (CBA) to compensate victims of bad advice has reviewed over 8,800 cases and compensated only 19 clients. In total, the bank has offered $950,252 in compensation, but paid $488,815 as of 31 August ...

FPA retirement planning scholarships awarded

ALEX BURKE | TUESDAY, 29 SEP 2015

... Mark Rantall. "We are committed to supporting members in all areas, whether it be through comprehensive study support for the CFP certification program, or through our annual program of continued professional development. "As the Australian population ...

Industry fund competes directly with advice networks

LAURA MILLAN | WEDNESDAY, 26 AUG 2015

... accredited as FPA Professional Practices. Over 90% of UniSuper's private client advisers hold the Certified Financial Planner (CFP) designation and over 65% of its more than 30 advisers hold the same accreditation. "We strongly believe in the benefits ...

FPA announces CFP award winner

ALEX BURKE | WEDNESDAY, 8 JUL 2015

... the award - named after the financial planning pioneer - for performing the best in the FPA's Certified Financial Planner (CFP) program. He donated his $1,000 prize to Future2, FPA's charitable foundation which targets grants for community not-for-profits. ...

FEATURE: Adviser education

FINANCIAL STANDARD | MONDAY, 25 MAY 2015

... licenses are now required to hold: a degree in finance, business, commerce or a related field; or a Certified Financial Planner (CFP) professional designation of the Financial Planning Association; or a Fellow Chartered Financial Practitioner (FChFP) ...

New initiative to improve women's economic health

DARREN SNYDER | THURSDAY, 14 MAY 2015

... network. Rantall said the places available will depend on regional demand and coverage. "We would encourage any interested CFP professionals or Financial Planner AFP based in regional Australia to contact 10thousandgirl to find out more about the project," ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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