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Showing 121 - 130 of 139 results for %22Financial Planning Standards Board%22

FPA drafts practice principles

MICHAEL HOBBS  |  WEDNESDAY, 12 MAR 2008
The Financial Planning Association (FPA) has developed a set of Practice Standards for its members to ensure clients consistently receive appropriate advice. The FPA Professional Conduct Committee, financial planners and compliance specialists developed ...

Post sub-prime, ethics more crucial than ever: CFAs

ALEX DUNNIN  |  MONDAY, 4 FEB 2008
Australia has just hosted its first ever board meeting for the chartered financial analysts (CFA) institute who are here to talk about what they need to do to keep up with growing demand for their professional qualifications. "Domestically the CFA brand ...

India calls for better financial services

ALEX DUNNIN IN MUMBAI REPORTING FROM THE INAUGURAL AUSTRALIA INDIA FINANCIAL FORUM  |  TUESDAY, 20 NOV 2007
... the same league as developed nations like the US and Australia, highlighting that high-value consumer sectors such as financial services could be big investment opportunities as national wealth grows. These consumer sectors also include telecommunications ...

FPA chair joins FPSB

... chair Corinna Dieters will represent Australia in the nine-member global governing body of Financial Planning Standards Board (FPSB). FPSB is a non-profit international organisation that manages and develops certification, education and related programs ...

Managed accounts move one step closer to benchmarking

... formed a working group that will help develop the standards for benchmarking managed accounts (MAs), in a bid to help financial advisers compare MAs in a uniform format. Ratings agency Morningstar has expressed interest in developing a ratings scheme ...

ACT Super to review investment in tobacco and nukes

NICK OLIVER  |  MONDAY, 22 JAN 2007
... Australian Wheat Board (AWB), recently vilified over the oil for food scandal in Iraq and poor corporate governance standards, as well as several uranium mining and nuclear power generation companies. ACT Chief Minister John Stanhope has called for a ...

More global, more professional: FPSB

The Financial Planning Standards Board (FPSB), the umbrella body that offers Certified Financial Planners (CFP) certification, is undergoing a major system overhaul that will benefit CFP-accredited financial planners by making their accreditation recognised ...

FPA should lead not follow: Bloch

The Financial Planning Association's (FPA) chief executive, Jo-Anne Bloch, has called on FPA members to lead the debate on the challenges facing the industry in her opening address at the annual FPA conference today. "We need to lead the debate instead ...

AFA conference raises $45,000 for MS research

ALEX DUNNIN  |  FRIDAY, 3 NOV 2006
... neurological disease in young people and 75 per cent are women." "MS research funding in Australia is very low by world standards, but I want to be there when we announce we have discovered the cure."

FPA broadens entry to CFP

KATE HAGE  |  WEDNESDAY, 23 AUG 2006
The Financial Planning Association (FPA) has broadened its entry criteria into the certified planner program in what it said is an effort to raise standards at a time when the industry's professionalism is coming under greater scrutiny. As of 1 January ...