Remuneration Policy Approved by the FPA Board a year before the FoFA process started, the FPA Remuneration Policy places the same professional obligations on FPA members. The FPA's remuneration policy is effective for FPA members from 1st July 2012.
Disciplinary Regulation 2011 In August 2011, the FPA Board released a new disciplinary regulation which is aligned with our member structure and the Code of Professional Practice. This policy stresses that remuneration in the financial planning profession be clear, concise, comparable, and more than anything else, aligned to a service that delivers value.
The Financial Planning Association (FPA) has welcomed the government’s concessions to the Tax Agents Services Act (TASA), including a 12 month extension for financial planners to be brought into the regime. [ read more ]
This morning the House of Representatives referred schedules 3 and 4 of the Tax Laws Amendment (Measures No.2) Bill 2013, which contains measures to bring financial planners into the Tax Agent Services Act (TASA) regime, to the PJC for inquiry. [ read more ]
CFP®, CERTIFIED FINANCIAL PLANNER®, and are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Planning Association of Australia Limited is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.