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Showing 11 - 20 of 24 results for "FPSB"

FPA celebrates World Financial Planning Day

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
... within the context of financial and life goals," De Gori said. Global licensing body, the Financial Planning Standards Board (FPSB), is hosting the inaugural World Financial Planning Day, which is also part of the International Organisation of Securities ...

Advisers see fintech as tool not threat

KERRIE SYDEE  |  FRIDAY, 14 OCT 2016
... services rather than seeing it as threat to their livelihood. The new report from the Financial Planning Standards Board (FPSB) aims to start a global conversation around the implications of fintech and automated advice for the delivery of holistic ...

Australians more reluctant to seek professional advice

LAURA MILLAN  |  WEDNESDAY, 2 DEC 2015
... a professional. The survey was conducted by global research firm GfK on behalf of the Financial Planning Standards Board (FPSB) and in conjunction with the Financial Planning Association (FPA). It found that Australians rely less on planners and websites ...

Financial planning director to leave AMP

LAURA MILLAN  |  THURSDAY, 18 JUN 2015
... but across the industry," he added. Helmich will continue to chair the International Financial Planning Standards Board (FPSB) and is also Chair of Future2, the FPA Foundation.

Certified financial planners report higher profitability

LAURA MILLAN  |  FRIDAY, 14 FEB 2014
... conducted by independent researchers Comparator and the results were released by the Financial Planning Standards Board (FPSB), owner of the international CFPA(R) Certification Program. The study surveyed 92 financial services firms in 12 territories ...

Advisers need to overcome financial planning stigma

LAURA MILLAN  |  FRIDAY, 18 OCT 2013
... advisers can operate protecting the consumer's interests, but they can't legislate professionalism." During the GFC, the FPSB in the US found out that people who were receiving advice from a financial planner were not selling their stocks and therefore ...

International advice meeting to develop new strategies

LAURA MILLAN  |  THURSDAY, 10 OCT 2013
The international Financial Planning Standard Board (FPSB) will look to develop new financial planning strategies during its meeting in Sydney later this month. The FPSB owns the international Certified Financial Planner (CFP) certification program ...

Australia to host international advice meeting

LAURA MILLAN  |  FRIDAY, 6 SEP 2013

CFP ranks to top 150,000 in 2013

MARK STORY  |  TUESDAY, 29 JAN 2013
The Financial Planning Standards Board (FPSB), owner of the international Certified Financial Planner certification program, reported that the global number of CFP professionals jumped from 139,818 at year-end 2011 to 147,822 12 months later. At the ...

Wealthy clients need consumer protections too: FPSB

ALEX DUNNIN  |  WEDNESDAY, 6 JUN 2012
... clients, warns the global interest group the Financial Planning Standards Board. The Financial Planning Standards Board (FPSB) is the owner of the Certified Financial Planner certification. They were responding to the issue, following release of an IOSCO ...