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

From

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

continue reading

CIMA Certificants on a fast track to CFP certification

From

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

continue reading

New alliance supports education of advisers in Australia and New Zealand

From

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

continue reading

NZ investment symposium presented to support Christchurch financial advisers

From

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

continue reading

Global financial leaders offer optimistic outlook for markets

From

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

continue reading