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

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

The 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).

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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.

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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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