The Financial Planning Association of Australia The Financial Planning Association of Australia

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Financial planners asked to nominate charities for 2019 Future2 Foundation grants

The Future2 Foundation, the philanthropic arm of the Financial Planning Association (FPA), has opened applications for its 2019 Make the Difference! Grant program that supports young Australians aged 12 to 25 years experiencing social, financial or physical hardship. Financial planners from across Australia contribute to Future2 by nominating organisations for the annual grant program, making […]

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FPA launches Pronup campaign for CERTIFIED FINANCIAL PLANNER® professionals to help more Aussie couples stay together

With money the number one cause of divorce in Australia[1], the Financial Planning Association (FPA) of Australia has conceived a new way for CERTIFIED FINANCIAL PLANNER® professionals to help beat the disheartening statistic and inspire more Australians to seek their services by introducing the concept of a Pronuptial Agreement (or “Pronup” for short) – a […]

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FPA raises concerns about impact of AFCA legacy complaints rule changes on professional indemnity market

The Financial Planning Association of Australia (FPA) has raised concerns about the Australian Financial Complaints Authority’s (AFCA) proposed legacy complaints rule changes and the potential impact they will have on the professional indemnity (PI) costs for financial planners. In its submission to AFCA’s consultation on the proposed changes to its rules, the FPA supported the […]

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FPA appoints Dale Boucher as new Chair of Conduct Review Commission

The Financial Planning Association of Australia (FPA) has announced the appointment of Dale Boucher as Chair of its Conduct Review Commission (CRC), with outgoing Chair Graham McDonald remaining a CRC member in the role of Deputy Chair. The CRC is an independently chaired tribunal that hears and determines disciplinary complaints, holding FPA members accountable to […]

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General advice should not be labelled advice at all, says FPA

Following the recent research from ASIC that found many consumers are confusing ‘general’ and ‘personal’ advice, the Financial Planning Association of Australia (FPA) is once again calling for the separation of financial advice from financial product marketing and product information. Released on 28 March, ASIC’s Financial advice: Mind the gap report found that only 53 […]

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A balanced budget for all Australians, says FPA

FPA welcomes tax cuts for low to middle-income Australian households, more super flexibility, and post-Royal Commission clean-up funds The Financial Planning Association of Australia (FPA) welcomes measures to bring forward tax breaks for low and middle-income workers, introduce greater flexibility into the superannuation system, and an ongoing investment in reducing misconduct in financial services. FPA […]

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FPA CFP® Certification Program first professional designation program accredited by FASEA

The CERTIFIED FINANCIAL PLANNER® or CFP® Certification Program is now the first professional designation education program in Australia that qualifies for recognition of prior learning (RPL) by the Financial Adviser Standards and Ethics Authority (FASEA).

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

The 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.

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

The 2019 FPA National Roadshow will bring together thousands of financial planners from 33 locations across the country to tackle the implications of changing education, ethics, and professional standards to their daily practice.

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

The new series of networking events will provide aspiring business, commerce, and financial planning tertiary students with the opportunity to meet local and national employers, education providers, and recent graduates who have kicked off careers in financial planning during a time of enormous change in the profession.

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