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FPA rolls out online diagnostic tool designed to help identify fintech solutions

A fintech solution for every part of the financial advice process The Financial Planning Association of Australia (FPA) is delighted to announce the launch of a new online diagnostic tool designed to help identify fintech solutions that can improve the profitability and efficiency of financial planning practices. The new tool, developed with leading advice technology […]

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FPA visits 33 locations to help rally and support financial planners facing change together

Thousands of financial planners from 33 locations across the country are expected to come together during the 2019 Financial Planning Association of Australia (FPA) National Roadshow to tackle the implications of changing education, ethics, and professional standards to their daily practice. The 2019 FPA National Roadshow, supported by Challenger, is designed to build a sense […]

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FPA launches new Careers in Financial Planning networking events across Australia to inspire next generation of planners

The Financial Planning Association of Australia (FPA) is delighted to announce the launch of its inaugural FPA Careers in Financial Planning Event Series in partnership with Kaplan Professional. Taking place in Perth, Adelaide, Melbourne, Brisbane and Sydney, the new series of networking events runs from 12 March – 2 April 2019, providing aspiring business, commerce, […]

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FPA launches Return to Learn online education hub to help financial planners navigate FASEA standards

“Australia needs us to take the high road when it comes to education and ethics. Return to Learn cuts through the noise and misinformation,” says FPA CEO. The Financial Planning Association of Australia (FPA) has launched Return to Learn, an online education portal designed to cut through misinformation and confusion about FASEA’s higher education requirements. […]

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Two members suspended by Conduct Review Commission

The Conduct Review Commission (CRC), the independent disciplinary body of the Financial Planning Association of Australia (FPA), has determined that FPA members Mr Matthew Brown, and in a separate case Ms Dianne Bainbridge, breached the FPA’s Code of Professional Practice (FPA Code). This has resulted in the CRC imposing immediate sanctions after neither party opted […]

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FPSB reports record number of CFP® professionals worldwide

The Financial Planning Standards Board (FPSB), the global licensing body for the CERTIFIED FINANCIAL PLANNER® designation, this week reported another year of growth with a 3.3 per cent global rise in the number of CFP® professionals in 2018. FPSB reports it added 5,787 CFP professionals, raising the total number of CFP professionals to a record 181,360 worldwide. […]

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FPA committed to rebuilding trust in financial planning following publication of Royal Commission report

The Financial Planning Association of Australia (FPA) is currently examining the findings of the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, and intends on working proactively with the government to address its recommendations. The final report highlights the need for strong consumer protection and oversight that builds trust in the financial […]

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A landmark code monitoring cooperation agreement announced by professional associations

Six major professional associations representing the financial planning/advice sector have signed an historic cooperation agreement to develop a code monitoring solution for their members. The associations have agreed to work together to submit a code monitoring compliance scheme application to ASIC. The compliance scheme will enable compliance with the Financial Adviser Standards and Ethics Authority […]

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FPEC announces winners of the 2018 Financial Planning Academic Research Grants

The Financial Planning Education Council (FPEC) has announced Western Sydney University (WSU) and Griffith University as the two winners of the 2018 FPEC Academic Research Grants. The FPEC Academic Research Grants are sponsored by the Financial Planning Association of Australia (FPA) and NAB, and recognise those that have demonstrated a commitment to encouraging the development […]

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FASEA CEO takes to stage and fields Q&A at FPA Congress

Ten day consultation period is a luxury, says FPA Head of Policy The CEO of the Financial Adviser Standards and Ethics Authority (FASEA) took to the FPA Congress stage at the ICC in Sydney this morning to a crowd of about 1,400 financial planning professionals eager to hear the latest education and policy reform updates […]

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