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Showing 1 - 10 of 15 results for "Financial Planner designation"

AFA posts $273,135 operational loss

ANDREW MCKEAN  |  TUESDAY, 8 NOV 2022
... 76-year history as well as the FPA's background of providing the globally recognised Certified Financial Planner designation." Also, last week, as previously reported by Financial Standard, the FPA recorded a deficit of $1.2 million but Abood said ...

Female CFPs more invested in financial planning

KARREN VERGARA  |  FRIDAY, 14 MAY 2021
A new survey reveals that women with the Certified Financial Planner designation are more focused on holistic yet detailed advice and can build client trust better than male counterparts. The survey commissioned by the CFP Board of Standards found that ...

FPA launches FASEA policy, education hub

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2019
... of the credits each provider will allocate to members who have completed the five-unit Certified Financial Planner designation. A study guide comprising recommended reading lists, study and time management tips, and academic writing and referencing guides ...

FASEA clarifies adviser exam rules

DARREN SNYDER  |  MONDAY, 19 NOV 2018
... work undertaken to attain an industry designation (for example the FPA's five-unit Certified Financial Planner designation after 2007 or the AFA's Fellow Chartered Financial Planner designation after 2014) and the approval process so that holders ...

GROW Super co-founder sells advice business

JAMIE WILLIAMSON  |  THURSDAY, 9 AUG 2018
... work with Profile to keep his knowledge of the advice industry current, retaining his Certified Financial Planner designation. Speaking to Financial Standard, Profile chief executive Sarah Abood said the acquisition came about by way of Profile senior ...

FPA optimistic CFP will get FASEA tick

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2018
... Australia is confident the Financial Adviser Standards and Ethics Authority will recognise the Certified Financial Planner designation as a suitable bridging course for existing financial advisers. FPA chair Neil Kendall said the CFP is not a qualification ...

FPA clarifies role in shaping existing adviser standards

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2018
... developed by the FPEC to provide curriculum and assess courses as a pathway into the FPA's own Certified Financial Planner designation. "The FPEC approved list was adopted by FASEA in October last year. It was never intended to be the standard for existing ...

Twelve million Aussies see benefits of advice

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
... campaign will continue to inform consumers about the international recognition of the Certified Financial Planner designation, as well as the high education, professional and ethical standards that the mark represents. The difference this year is that ...

Focus on older men will kill financial planning

ALEX BURKE  |  FRIDAY, 22 JUL 2016
... Dante De Gori also emphasised the need for diversity, noting that currently, the FPA's Certified Financial Planner designation represents around 5,600 planners, just 20% of whom are women and only 131 under 30. He said there was only one under 25. He ...

New FPA chief steps up

ALEX BURKE  |  TUESDAY, 1 MAR 2016
... Gori was announced as Rantall's successor in November 2015; and like Rantall, he holds a Certified Financial Planner designation. "I am honoured to be appointed as FPA CEO. As we transition into a respected profession I'll continue to work with our members ...
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