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Showing 131 - 140 of 431 results for "Chartered"

FPEC chair steps down

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... education guidelines for existing advisers proposed by FASEA. FPEC was established by the FPA in 2011 as an independent body chartered with raising the standard of financial planning education and promoting financial planning as a distinct learning area ...

AFA working to bust FASEA myths

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2018
... our view that an adviser with a relevant degree, the DFP and the ADFP or a professional designation such as the Fellow Chartered Financial Practitioner which is at a higher AQF level, should not have needed to do any further study, however we are hopeful ...

CFA Australia recruits industry veterans

KARREN VERGARA  |  TUESDAY, 16 JAN 2018
... of the North Australian Pastoral Company and chair of energy services company Evergen. Wilton and Dunne are qualified Chartered Financial Analysts.

VFMC appoints former Franklin Templeton MD

DARREN SNYDER  |  THURSDAY, 11 JAN 2018
... Infrastructure Victoria; chair of the Industry Advisory Board at the Australian Centre of Financial Studies; a member of the Chartered Financial Analyst (CFA) Advocacy Council; and is national chair of the CFA Society Diversity Committee. Previously ...

Kelly+Partners launches corporate advisory business

ALEX BURKE  |  FRIDAY, 8 DEC 2017
As flagged in its FY17 results, chartered accountancy and wealth firm Kelly+Partners is launching a new corporate advisory business. Kelly+Partners Corporate Advisory (KPCA) will specialise in providing "trusted, unconflicted advice to private business ...

Mason Stevens expands fixed income, appoints SMA manager

MICHELLE BALTAZAR  |  TUESDAY, 7 NOV 2017
... Banking Group and co-head of market risk (Sydney) for ANZ's institutional banking and financial markets business. A Chartered Financial Analyst with a background in actuarial studies, he has also held various roles with Commonwealth Bank and Ecinya Investment ...

Regal farewells co-founder in board makeover

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2017
... and corporate experience across a range of sectors, including regulated financial services businesses. Parbery is a Chartered Accountant and a founding partner of PPB Advisory, while Honey is a former partner of McGrathNicol and KPMG Australia. Meanwhile ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... AFA's general manager of member services, talks about the importance of further education. He invites CampusAFA's Fellow Chartered Financial Professional graduates onstage. FChFP is the association's designated accreditation. 9.40am - Dear Future Self ...

Less than half pass CFA exam

KARREN VERGARA  |  TUESDAY, 3 OCT 2017
More than half of new Chartered Financial Analyst (CFA) candidates failed the first level of the six-hour examination, recent results from the CFA Institute shows. Of the 63,281 global candidates who took the mid-year Level I sitting (also offered in ...

Adviser education renews ethics focus

KARREN VERGARA  |  MONDAY, 4 SEP 2017
... will make the right-minded decisions based on what's right or wrong, good or bad, when facing moral dilemmas. At the Chartered Institute for Securities and Investments (CISI) - a UK-based professional body - wealth, investment and financial planning ...