Portfolio Construction Forum: FASEA Proposals fail to address the ‘P’ and ‘D’ of CPD

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Portfolio Construction Forum is drafting a submission, to be delivered to the Financial Adviser Standards and Ethics Authority (FASEA) as part of the consultation process on new continuing professional development (CPD) standards. The Forum’s submission will set out its significant concerns about the robustness of the proposed CPD regime, and recommend relevant and meaningful alternatives. […]

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CIMA Certificants on a fast track to CFP certification

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The Financial Planning Association of Australia (FPA) has exempted Certified Investment Management Analyst® (CIMA®) certificants from a core component of the Certified Financial Planner® (CFP®) program. The exemption offers Australian CIMA certificants an accelerated path to CFP certification, and supports growing recognition of CIMA certification as the peak international, technical portfolio construction certification program, for […]

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New alliance supports education of advisers in Australia and New Zealand

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Capital Preferences, a leading global financial technology company founded in the United States, has entered into the Australian market and formed a strategic partnership with PortfolioConstruction Forum, naming it the official accreditation provider for a new training program. Called Quantitative Advice Methods, the program is aimed at financial advisers serving the New Zealand and Australian […]

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NZ investment symposium presented to support Christchurch financial advisers

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Pillars for Building Better Quality Portfolios   The New Zealand Investment Symposium is being presented by an exceptional faculty of Australian investment experts visiting Christchurch this week, exclusively to support Christchurch financial advisers affected by the recent earthquake, and their clients. x Sydney-based Christchurch expat Graham Rich, and organiser said Wednesday’s Symposium, and a dinner […]

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Global financial leaders offer optimistic outlook for markets

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PortfolioConstruction Forum Markets Summit 2011 provides investors with valuable insight from the experts Top financial services experts provided investors with an optimistic view of the current financial climate at the PortfolioConstruction Forum Markets Summit 2011 which took place in Sydney yesterday. Having reflected on the current economic position of the world, experts from around the […]

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