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Showing 111 - 120 of 204 results for "CFP"

AMP Horizons launches online masters with Griffith University

LAURA MILLAN  |  THURSDAY, 11 SEP 2014
... advisers. The measures include a requirement that all existing and new advisers must obtain a Certified Financial Planner (CFP), a Fellow Chartered Financial Practitioner (FChFP), or Master of Financial Planning (MFP) qualification. New advisers must ...

Higher adviser education should kick off on 2018: FPA

LAURA MILLAN  |  THURSDAY, 4 SEP 2014
... association, when all financial planners are listed on a public register, when more financial planners carry the world class CFP [Certified Financial Planner] designation, we are in a better position to uphold trust in our industry," the FPA chief executive ...

BT unveils tougher adviser standards

LAURA MILLAN  |  TUESDAY, 26 AUG 2014
... Commonwealth Bank (CBA), AMP and National Australia Bank (NAB), BT advisers will have to hold a Certified Financial Planner (CFP) designation, a Fellow Chartered Financial Practitioner (FChFP) or a Masters in Financial Planning. Advisers will have five ...

NAB gives advisers 3 years to meet tougher standards

LAURA MILLAN  |  MONDAY, 25 AUG 2014
... completing one within three years. Existing financial planners will be required to obtain the Certified Financial Planner (CFP) designation from the Financial Planning Association (FPA) or a masters designation and the CFP designation by 2019. NAB senior ...

CBA, ASIC unveil details of new compensation scheme

LAURA MILLAN  |  FRIDAY, 8 AUG 2014
Commonwealth Bank (CBA) has revealed the details of the new licensing conditions for its financial planning businesses after the original process to compensate victims of poor advice was found to be inconsistent. Commonwealth Financial Planning (CFPL) ...

Claims against advice arm have no factual basis: Macquarie

LAURA MILLAN  |  MONDAY, 4 AUG 2014
Macquarie Group has denied recent media reports claiming its advisers cheated on competency tests and exposed clients to high-risk investments, saying that it would refer the matter to the Australian Press Council (APC). In a statement on its website ...

CBA unveils tougher adviser standards

LAURA MILLAN  |  MONDAY, 14 JUL 2014
In the wake of the Senate inquiry into the performance of the Australian Securities and Investments Commission (ASIC), the Commonwealth Bank (CBA) will lift the minimum education standards for its financial advisers and demand that they belong to a ...

Macquarie rebukes advice, compliance concerns

LAURA MILLAN  |  TUESDAY, 8 JUL 2014
Macquarie has issued its first public statement since a Senate Economics Committee report flagged "systemic failings of compliance" within its advice business two weeks ago. The group said that it has been working with the Australian Securities and ...

CBA's Narev leaves key questions unanswered

LAURA MILLAN  |  FRIDAY, 4 JUL 2014
Commonwealth Bank (CBA) chief executive Ian Narev's main message during yesterday's address to the media was that the bank has switched to "a spirit of openness," but he left a number of key questions unanswered. "Over the past few weeks perhaps the ...

CBA opens up compensation review to all advice clients

LAURA MILLAN  |  THURSDAY, 3 JUL 2014
Commonwealth Bank (CBA) will set up a broad remediation program with independent oversight for all customers who received advice between 2003 and 2012. CBA chief executive Ian Narev spoke to the media a week after the Senate Economics Committee issued ...

Editor's Choice

Australian Retirement Trust people chief to depart

ELIZABETH FRY
Australian Retirement Trust has confirmed the departure of chief people officer Helen Jackson, who will leave at the end of the financial year.

SSGA loses $2.4bn in two months

KARREN VERGARA
State Street Global Advisors (SSGA) suffered $2.4 billion in net outflows over the last two months of 2023, the majority of which hit its Australian and international equities products.

AFCA seeks industry feedback on approaches

ELIZA BAVIN
The financial complaints authority is asking the industry for feedback on how it approaches issues and reaches decisions.

Apex, ACA partner to broaden client services

ANDREW MCKEAN
Apex Group and ACA Group have formed a partnership to offer their clients a wider range of services.

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