News
FASEA extends education credits for FPA CFP coursework
The Financial Planning Association of Australia (FPA) is delighted to announce that its application to the Financial Adviser Standards and Ethics Authority (FASEA) to extend recognition of the CERTIFIED FINANCIAL PLANNER® coursework prior to 2003 has been approved.
Read MoreGlobally recognised financial planning experts to headline 2019 FPA Professionals Congress
Early bird registrations close Saturday 31 August A panel of leading financial planning experts from around the world will headline 2019 FPA Professionals Congress, taking place in Melbourne from 27 – 29 November 2019. The Financial Planning Association of Australia (FPA) is delighted to announce global experts Mitch Anthony (USA), Phil Billingham CFP® (UK), Janet […]
Read MoreFPA members to receive tuition fee discounts from education providers
The Financial Planning Association of Australia (FPA) has partnered with five higher education institutions to offer discounted postgraduate course fees for FPA members. The tuition fee discounts can be utilised by new, existing and part-time postgraduate students.
Read MoreThe future is bright: Gen Z and Y would value time with a financial planner, new FPA report finds
New national data released by the Financial Planning Association of Australia (FPA) this week injects fresh optimism for the emerging profession, including an opportunity to give an intergenerational legacy gift of time with a financial planner to clients. The new Gifts That Give national research released to mark Financial Planning Week (19-25 August) shows an […]
Read MoreCode Monitoring Australia submits proposal to ASIC
The Financial Planning Association of Australia (FPA) and a consortium of five other professional associations have filed a formal submission with the Australian Securities and Investments Commission (ASIC) on behalf of Code Monitoring Australia Pty Ltd (CMA) to advance a profession-wide solution to the monitoring of the FASEA Code of Ethics. The proactive submission provides […]
Read MoreThe Big Splurge: Aussies spend $20 billion on gifts
FPA urges Australia to #PlanWell to #GiveWell this Financial Planning Week Sydney, 19 August, 2019 Australians spend A$19.8 billion buying gifts each year, according to new Financial Planning Association of Australia (FPA) Gifts that Give national research released today to mark Financial Planning Week (19-25 August). The research shows Australians are joyfully generous: 85% of […]
Read MoreWho do women trust with their money and life?
By Dante De Gori CFP®, CEO, Financial Planning Association of Australia (FPA) It’s not uncommon for the female partner in a relationship not to turn up to appointments with their financial planner, delegating her partner to represent their joint interests. Read that again. Is it true, that women simply aren’t showing up? If it […]
Read MoreConsumers could miss out with rush to ban commissions
Consumers could be the ones to miss out with the Government rushing its bill to end the grandfathering of commissions on investment products. The Financial Planning Association of Australia (FPA) supports the phasing-out of commissions on investment products as recommended by the Financial Services Royal Commission, but the bill introduced by the Government today has […]
Read MoreFuture2 welcomes three new Board Directors
The Future2 Foundation is pleased to announce three new appointments to its Board of Directors: Ms Julie Berry CFP®, Mr Hugh Humphrey, and Ms Olivia Maragna CFP®. Future2 is the foundation of the financial planning profession in Australia. Through its annual Future2 Make the Difference! Grants program, Future2 supports young Australians experiencing social, financial or […]
Read More2019 FPA Award nominations are open to acknowledge excellence
The Financial Planning Association of Australia (FPA) is calling for nominations to the 2019 FPA Awards, an annual program recognising excellence by FPA members in financial planning and notable contributions to their local communities.
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