Education
CFP review delayed, not immediate focus
The FPA is weighing up how it can reshape the CFP designation after being blindsided by FASEA, but the review the association announced in December is on hold, for now.
Tahn SharpeJanuary 31, 2019
CFP
FPA Congress 2018
FPA says CFP designation up for review
The FPA’s Ben Marshan said the CFP designation was never about meeting minimum standards but would get a fresh look in light of FASEA’s proposed framework.
Tahn SharpeNovember 23, 2018
Featured Homepage Posts
CFPs wait nervously for FASEA ruling
FASEA signed a memorandum of understanding with TEQSA in April and has held discussions about recognition of qualifications but the fate of the FPA’s CFP program is unknown.
Matthew SmithSeptember 14, 2018
Profiles
When heaps of education isn’t enough
Despite a long string of letters after his name, Richard Dahl may not ultimately be qualified to continue as a financial planner.
Johanna RobertsAugust 31, 2018
Profiles
Rantall a ‘tireless worker’ for the profession and its members
The chair of the Financial Planning Association, Neil Kendall, has paid tribute to the tireless efforts of departing chief executive Mark Rantall in shaping the future of the financial planning profession in Australia. Kendall announced Rantall’s departure yesterday at the FPA Professionals Congress in Brisbane. Rantall was awarded life membership of the FPA, and Kendall […]
Simon HoyleNovember 19, 2015
Regulation
ASIC defends “complex” Commonwealth probe
Australian Securities and Investments Commission (ASIC) deputy chairman Peter Kell has defended the regulator’s actions in assessing illegal activity and conflicts of interest within Commonwealth Financial Planning (CFPL). With the watchdog facing a Senate inquiry over it’s handling of the high-profile investigation, Kell said ASIC welcomed the opportunity to explain “what we do, what we […]
Andrew StarkeJune 24, 2013
Professional Standards
CFP emerges from alphabet soup in US
The National Association of Personal Financial Planners (NAPFA) says it is important that the financial planning profession “rally around a singular professional designation”. The CFP designation is administered within the US by the CFP Board of Standards
Simon HoyleDecember 6, 2012
Regulation
Commonwealth adviser banned; Storm rages on
ASIC has permanently banned a former Commonwealth Financial Planning financial planner in its latest action against the Commonwealth Bank of Australia subsidiary. In June, ASIC accepted an enforceable undertaking from former CFPL employee, Joe Chan, following an investigation into the advice provided by several Commonwealth financial advisers.
Andrew StarkeNovember 12, 2012