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Showing 11 - 20 of 38 results for "Certification Program"

FPA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 25 FEB 2021
... providing high-quality financial advice. Manias, who has been a financial planner for eight years, said the CFP Certification Program was a challenging and rewarding experience. "I have worked very hard to get to this point and am honoured to win this ...

Gwen Fletcher Award winner named

ELIZABETH MCARTHUR  |  THURSDAY, 12 NOV 2020
... Award recognises the highest performing student in the CFP Certification Unit for each semester. "The CFP Certification Program has definitely been challenging and very comprehensive in terms of covering all aspects of financial planning," McCudden said. ...

FPA honours top advisers

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... Gwen Fletcher Memorial Award, which recognises the highest performing student in the final unit of the CFP Certification Program, went to John Dacker from Shadforth Financial Group. As for the FPA University Student of the Year, Mary Hadgis from the ...

FPA appoints former ASFA adviser

KANIKA SOOD  |  THURSDAY, 20 SEP 2018
... a consultant educator to the FPA for about five years, during which he was primarily involved in the CFP certification program. His will be a committee member, subject matter expert and exam maker. He will also assist FPA Professional Practices in expanding ...

FASEA must recognise all prior learning: FPA

JAMIE WILLIAMSON  |  THURSDAY, 5 JUL 2018
... are strongly advocating for the framework to recognise quality, advice-specific education, such as the CFP Certification Program," FPA chief executive Dante De Gori said. In line with this, the FPA has also recommended streamlining the number of existing ...

VanEck ETF receives ethical tick

KARREN VERGARA  |  MONDAY, 2 JUL 2018
... RIAA according to the strict operational and disclosure practices required under its Responsible Investment Certification Program. The program assigns certification symbols of 'responsible,' 'ethical' or 'SRI' if a product provider implements a detailed ...

Super scorecard to shift consumer playing field

DARREN SNYDER  |  THURSDAY, 31 MAY 2018
... to review and input from industry stakeholders. It is envisioned the scorecard will be developed into a certification program to identify super funds "that have the capability to better manage the complex financial risks that consumers face as they transition ...

Sixty per cent of FPA members hold degree

HARRISON WORLEY  |  MONDAY, 30 APR 2018
... planners that have a degree and have undergone significant training in financial planning through the CFP Certification Program," De Gori said. "In fact, for over 10 years now a bachelor's degree, or its equivalent, has been a requirement for the Certified ...

Perth planner named Professional of the Year

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... Gwen Fletcher Memorial Award, which salutes the highest performing student in the final unit of the CFP Certification Program, went to Michael Forer from Next Level Financial Services. Bronnie Abraham from Brisbane-based advice firm Dolphinwise was the ...

Morningstar partners to drive adviser ESG education

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
... Investment. The MMI plans to engage Concordia University's John Molson School of Business to offer a more advanced certification program for those seeking more high level study. "We are committed to advancing ESG engagement to mirror what's happening ...