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Showing 1 - 10 of 23 results for "FPSB"

Self-regulation on the cards: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... care workers. In November, the FAAA signed a memorandum of understanding (MoU) with the Financial Planning Standards Board (FPSB) India to help to bridge the adviser shortage. The initiative will develop educational content and partner with universities ...

FAAA takes aim at finfluencers with new campaign

MATTHEW WAI  |  WEDNESDAY, 6 NOV 2024
... complexities of the financial world." The campaign follows FAAA's partnership with the Financial Planning Standards Board (FPSB) India to improve adviser shortages across the two nations. The initiative aims to develop courses for professionals to obtain ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
... Association Australia (FAAA) has entered a memorandum of understanding (MoU) with the Financial Planning Standards Board (FPSB) India as it attempts to bridge the adviser gap. One of the main goals of the MoU, which was signed between FAAA chief executive ...

Advised Aussies more financially confident: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... to those who aren't advised. The survey of more than 1000 respondents canvassed by the Financial Planning Standards Board (FPSB) and research consultancy firm MYMAVINS found that advised clients tend to have more financial confidence and resilience and ...

AFA, FPA merger in best interests

CASSANDRA BALDINI, CHLOE WALKER  |  THURSDAY, 24 NOV 2022
... the name," he said. The new association will however remain an affiliate of the global Financial Planning Standards Board (FPSB) to continue the CFP designation. According to Sharpe, members can expect for the merger agreement to be signed shortly and ...

FPSB names new leader

CHLOE WALKER  |  FRIDAY, 28 OCT 2022
... Gori served as the FPA's chief executive for close to six years before stepping down at the end of 2021. He then became the FPSB's head of stakeholder engagement, based in Sydney. He has also previously served as chair of the FPSB Council and Chief Executives ...

Aussie CFPs move toward 5000

KARREN VERGARA  |  WEDNESDAY, 23 FEB 2022
... emerging, developing and mature markets demonstrating the broad appeal of financial planning and CFP certification worldwide," FPSB chief executive Noel Maye said. "We're pleased to report that, despite the COVID-19 pandemic, momentum in the global ...

Advice on ageing key to future success: CFPs

JAMIE WILLIAMSON  |  THURSDAY, 7 OCT 2021
... respondents cited a lack of awareness around the benefits and 46% said it comes down to a lack of trust in the profession. The FPSB will use the information gathered through the survey to future-proof the profession and the CFP certification program ...

FPEC chair steps down

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... profession, and we commend him on his hard work," Kendall said. Elsewhere, new figures from the Financial Planning Standards Board (FPSB), the global licensing body of Certified Financial Planner (CFP) professionals, reported a 3.2% rise in the number ...

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 ...
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