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Showing 1 - 10 of 214 results for "CFP"

CBA updates on class actions, governance review

ELIZA BAVIN  |  WEDNESDAY, 11 FEB 2026
... 2026. CBA also settled one of its advice class actions. The action was filed in 2020 against Commonwealth Financial Planning (CFP), Financial Wisdom Limited (FWL) and CMLA. The claim related to certain CMLA life insurance policies recommended to clients ...

68% pass financial adviser exam: ASIC

KARREN VERGARA  |  MONDAY, 8 DEC 2025
... held on 5 March 2026. The booking period for this exam opens 23 January 2026 and closes 13 February 2026. Separately, the CFP's Certification Exam held in November saw a pass rate of 64% for the 3970 candidates who sat it. The CFP board said the November ...

Leaders push for overseas skills recognition

ELIZA BAVIN  |  MONDAY, 18 AUG 2025
... Board (FPSB) India in an attempt to bridge the adviser gap in November 2024. One of the main goals of the MoU was to support CFP professionals in meeting local regulatory requirements when pursuing employment opportunities across borders. Migration System ...

CBA sets aside $52m for remediation

ELIZA BAVIN  |  WEDNESDAY, 13 AUG 2025
... CFSIL and AIL. In the advice space, CBA gave an update on the class action filed against Commonwealth Financial Planning (CFP), Financial Wisdom (FWL) and CMLA in August 2020 relating to CMLA life insurance policies recommended by financial advisers ...

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
... Association Australia (FAAA) has announced the winners of its annual awards in Brisbane overnight, including Adviser of the Year and CFP Professional of the Year. Presented as part of the annual FAAA Congress, the awards presented included Adviser of ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
... Sarah Abood and FPSB India chief executive Krishan Mishra during the FPSB's 20 th anniversary celebrations, is to support CFP professionals in meeting local regulatory requirements when pursuing employment opportunities across borders. The two organisations ...

FAAA announces 2024 awards finalists

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... merger of the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA). The finalists for the FAAA CFP Professional of the Year Award are Teneale Laister, Alman Partners; Bianca Musico, Warr Hunt; and Scott Quinlan, Solace ...

FAAA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 3 OCT 2024
... second semester of 2024 by the FAAA. The award recognises the highest performing student in the Certified Financial Planner (CFP) Certification Unit for each semester, with demonstrable dedication to providing high-quality financial advice, the FAAA ...

Trust in advisers reaches new high: Survey

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
... as cost-of-living pressures and the threat of a recession weigh heavily on Australians. The survey pitted clients using a CFP-qualified adviser against those with an adviser who does not have the designation. It found that a CFP "professional delta" ...

ASIC calls out sloppy adviser data

KARREN VERGARA  |  MONDAY, 1 JUL 2024
... as "approved" when they meant they were "approved" for professional designations such as the Certified Financial Planner (CFP). Some AFSLs said that their advisers had "approved" qualifications when referring to a bridging course. "These may be listed ...
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