The Financial Planning Association (FPA) has responded to the long awaited Government responses to the Parliamentary Joint Committee (PJC) Trio inquiry and the Richard St John report on Friday. [ Read more ]
The Financial Planning Association (FPA) submission to the federal budget 2013-14 has outlined key recommendations to improve access to financial advice to all Australians, with a focus on the ageing population. [ Read more ]
FPA launches ‘Bulletproof Financial Planning’ campaign to support members. Recent research shows that FoFA compliance and cost of regulation are the main challenges for financial planners and financial planning businesses in the current environment. [ Read more ]
The Financial Planning Association of Australia (FPA) has re-launched its pro bono service to provide free financial advice to Australians affected by the recent natural disasters, including the Queensland and Northern NSW floods and bushfires which have wreaked havoc throughout Tasmania, Victoria and NSW. [ Read more ]
Expectations high for record new numbers to be set. The Financial Planning Association (FPA) welcomed news from the Financial Planning Standards Board (FPSB) that the global number of CERTIFIED FINANCIAL PLANNER® professionals grew by more than 8,000 last year (for an annual growth rate of 5.7 per cent). [ Read more ]
The Financial Planning Association (FPA) Chief Executive Officer Mark Rantall has welcomed ASIC's release today of its regulatory guide to the implementation of fee disclosure statements, noting the common sense approach adopted by the regulator for most disclosure obligations from July 1, 2013. [ Read more ]
The Financial Planning Association’s (FPA) inaugural Ask an Expert Week, commencing today, is an opportunity for Australians to get their finances in order at the beginning of a New Year. [ Read more ]
To herald the New Year the Financial Planning Association (FPA) is pleased to announce the results of elections held last November and welcome 13 new Chapter Chairs to its ranks alongside 19 returning Chapter Chairs. [ Read more ]
The December/January 2013 issue of Professional Planner profiles the FPA. Featuring an in-depth interview with FPA Chair Matthew Rowe CFP® and FPA CEO Mark Rantall CFP®, with contributions from Bill Shorten MP and Bernie Ripoll MP. [ Read more ]
Financial Planning Association members and key industry participants have offered generous support to the creation of new professional parameters in financial planning by having their say into the future design of the FPA's Code of Professional Practice. [ Read more ]
The Financial Planning Education Council (FPEC) today launched its approved national Accreditation and Curriculum Framework for financial planning degrees, establishing an agreed foundation for qualifications that encompasses and exceeds the regulatory requirement for financial planning education courses in Australia. [ Read more ]
Proposed revisions to the Financial Planning Association's (FPA) Code of Professional Practice have been announced to evolve the professional standards of members in line with the Future of Financial Advice (FoFA) reforms and the ASIC’s RG183 - Consultation Paper 191 Future of Financial Advice: Approval of codes of conduct for exemption from opt-in requirement - released earlier today.
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The Financial Planning Association's (FPA) Financial Planning Week has proved to be successful in increasing consumer awareness about the positive difference sound financial advice can make, with thousands of consumers accessing the tools available on the new consumer website. [ Read more ]
Representatives of the financial services industry have united behind the Financial Planning Association’s (FPA) Financial Planning Week. The initiative aims to educate Australians on the importance of financial planning and encourage consumers to visit the Ask an Expert online forum where people can ask qualified trusted financial planners their questions. [ Read more ]
On the launch of the 12th annual Financial Planning Week, the Minister and Shadow Minister for Financial Services and Superannuation have found common ground in announcing their support for the Financial Planning Association (FPA) initiative. [ Read more ]
The Financial Planning Association (FPA) is proud to celebrate its 12th consecutive Financial Planning Week (FP Week). FP Week is an
annual initiative of the FPA and, this year, will take place on 20-26 August. [ Read more ]
The Financial Planning Association (FPA) has responded to the ASIC announcement yesterday on the next phase in its proposal to implement a national exam for financial planners. The FPA is calling for more clarity on the information provided through today’s media release. [ Read more ]
Australia’s peak professional financial planning body today acknowledged the sober findings of a joint parliamentary review of the Trio Capital collapse – the largest superannuation fraud in Australia’s history. [ Read more ]
Following last night's budget announcement, the Financial Planning Association (FPA) has announced concern that superannuation is being used again as a political tool for government at the cost of consumers. [ Read more ]
Practitioner members of the Financial Planning Association (FPA) called on Australian Securities and Investments Commission (ASIC) for greater clarity and guidance on the definitions and features of good advice at the first FPA Shadow Shopper workshop in Brisbane this morning. [ Read more ]
The Financial Planning Association (FPA) welcomes the concessions provided in the Future of Financial Advice (FoFA) reforms passed by Parliament today. They signal a new chapter in the security and protection of the financial well-being of Australians and facilitate the FPA‟s mission to help financial planning evolve into a universally respected profession. [ Read more ]
The FPA today called on government to take industry recommendations into account when debating the FoFA bill in Parliament in the coming days. This announcement follows FPA disappointment in the recommendations outlined in the Senate Economics Committee (SEC) report on FoFA, tabled to the Senate today. [ Read more ]
At the Senate Economics Committee Hearing today, the Financial Planning Association (FPA) announced that they would support a one year transition and implementation timeframe of the FoFA reforms. [ Read more ]
Following the Government’s Tax Forum in October last year, the Financial Planning Association (FPA) will again be the only voice representing the financial planning profession at tomorrow’s first sitting of the newly announced Superannuation Roundtable, chaired by Hon Bill Shorten. [ Read more ]
While reiterating broad support of the intent behind the original FoFA reforms, head of peak professional body the Financial Planning Association (FPA), Mark Rantall, today warned the Parliamentary Joint Committee (PJC) examining the latest round of FoFA bill proposals that some of the reforms had lost their way. [ Read more ]
The Financial Planning Association (FPA) has responded in support of the FoFA Tranche 2 reforms tabled in Parliament this morning, noting the government’s effort to improve the quality and availability of financial advice for all consumers.
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The Financial Planning Association (FPA) has recognised and awarded five exemplary members for their outstanding commitment to Australians when delivering a higher standard of professional and trusted financial advice. [ Read more ]
Just 12 months after unveiling its higher education strategy, the Financial Planning Association (FPA) has announced that over 500 students are now studying undergraduate degrees aligned with the FPA’s CERTIFIED FINANCIAL PLANNER® program across 17 Australian universities.
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The Financial Planning Association’s (FPA) 2009 decision to phase out commissions has paid off with new research, launched today at the FPA Conference, showing its members are the most-prepared for the Future of Financial Advice (FOFA) reforms.
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The FPA’s mission to not only raise professional standards but actively promote its intentions to the Australian public has received independent endorsement with new consumer research confirming the national advertising campaign has struck a chord with its targeted audience. [ 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.