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Showing 181 - 190 of 214 results for "CFP"

AMP exec joins planning standards board

AMP ANNOUNCEMENT  |  FRIDAY, 20 NOV 2009
... board of the Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Board Ltd. (FPSB), owner of the CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo marks outside the United States, named Steve Helmich, financial planning, advice and ...

Gunning resigns from Commonwealth FP

RUTH LIEW  |  MONDAY, 7 SEP 2009
... manager of Commonwealth Financial Planning, has resigned to pursue a new role outside the company. Gunning previously headed CFP, which had $22 billion in funds under advice at 30 June, according to data from Rainmaker Information. A spokesperson from ...

Fin services back associations

MICHAEL HOBBS  |  MONDAY, 6 JUL 2009
... members which include business development managers and supporters, it had increased the number of Certified Financial Planners (CFP). "We see a lot of members retire because we have an aging population but the net growth of CFPs is 3 per cent," said ...

New era in fee disclosure

MICHELLE BALTAZAR  |  TUESDAY, 5 AUG 2008
Thousands of planners are at risk of losing their industry accreditation if they haven't complied with a little known industry guideline on trail fees that took effect this year. Two years ago, the Financial Planning Association (FPA) introduced four ...

FPA partners with Deakin

MICHAEL HOBBS  |  WEDNESDAY, 18 JUN 2008
... Deakin University, DeakinPrime, will provide the FPA Specialist Accreditation Program, which could potentially link with the CFP accreditation and other education courses. Once the course is completed, financial planners will be awarded the post nominal ...

CFP and Fin Wisdom upload Provisio

Ward Financial Group, part of Commonwealth Bank-owned dealer group, Financial Wisdom, has developed a software designed to reduce the onerous number crunching involved in Transition to Retirement (TTR) strategies. Provisio, developed by Barry Ward from ...

Interest rates not the only monetary policy lever

ALEX DUNNIN  |  WEDNESDAY, 28 NOV 2007
... followed their lead in using contribution rates as a de facto monetary policy tool. The Singapore Central Provident Fund (CFP) is their A$100 billion national provident fund that helps Singaporeans save for retirement, to buy a home, for medical expenses ...

FPA chair joins FPSB

... planning associations. There are more than 105,000 financial planning professionals with FPSB's Certified Financial Planner (CFP) certification, including those in Australia. Dieters will be on board from 1 January 2008 for a three-year term and take's ...

Dazza is a dud: FPA survey

CHRIS NICHOLLS  |  TUESDAY, 28 AUG 2007
... communication, lobbying, the establishment of a new FICS committee and a member segmentation strategy. There will also be a revised CFP promotional campaign, set to broaden its coverage toward the end of the year.

Telstra Super recruits more planners

ALEX DUNNIN  |  MONDAY, 16 JUL 2007
... continuing to grow with the appointment of Frank Ceravolo in the newly created position of national training manager, and two CFP qualified planners. Ceravolo has more than 15 years experience in the industry and was previously a Financial Planning Manager ...