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

News


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.

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

The final report highlights the need for strong consumer protection and oversight that builds trust in the financial planning profession. The FPA acknowledges the examples of poor advice and misconduct identified by the Royal Commission are of deep concern and must be resolutely addressed.

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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.

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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.

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

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 direct from the recently appointed leader of the Government regulator.

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Australia’s top performing financial planners honoured at FPA Congress 2018

Taking out the coveted FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award is Michael Carmody CFP® of Viva Wealth in Perth, WA.

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New FPA Fintech Buyers Guide helps financial planners decide what and if technology will help them

The FPA have released its FPA Fintech Buyers Guide and Checklist. The package includes a Technology Assessment Checklist and a guide for assessing the fintech needs of a financial planning practice and tips for selecting the right technology partner to help improve financial advice delivery.

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New online matching service pairs people with planners

A new ‘Find a Planner’ online matching service planned for release in early 2019 was announced by the Financial Planning Association of Australia (FPA) today at its annual FPA Professionals Congress.

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Strong start for new Future2 Foundation Chair

The Future2 Foundation welcomes its new Chair, Ms Petra Churcher, AFP® to lead the philanthropic arm of the FPA into the next chapter of its work helping disadvantaged young Australians.

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FPA responds after FASEA releases Summary of Standards

The Summary of Standards provides an overview of the key parameters for each of the Standards which will be reflected in the forthcoming legislative instruments and associated documentation.

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