FPA launches Return to Learn online education hub to help financial planners navigate FASEA standards

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The Financial Planning Association of Australia (FPA) has launched Return to Learn, an online education portal designed to cut through misinformation and confusion about FASEA’s higher education requirements. Released this week after months of rigorous testing, the Return to Learn education portal promises easy access to accurate information on the latest education and ethics policy developments and implications,

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Two members suspended by Conduct Review Commission

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The Conduct Review Commission (CRC), the independent disciplinary body of the Financial Planning Association of Australia (FPA), has determined that FPA members Mr Matthew Brown, and in a separate case Ms Dianne Bainbridge, breached the FPA’s Code of Professional Practice (FPA Code). This has resulted in the CRC imposing immediate sanctions after neither party opted

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FPSB reports record number of CFP® professionals worldwide

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The Financial Planning Standards Board (FPSB), the global licensing body for the CERTIFIED FINANCIAL PLANNER® designation, this week reported another year of growth with a 3.3 per cent global rise in the number of CFP® professionals in 2018. FPSB reports it added 5,787 CFP® professionals, raising the total number of CFP® professionals to a record

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FPA committed to rebuilding trust in financial planning following publication of Royal Commission report

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The Financial Planning Association of Australia (FPA) is currently examining the findings of the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, and intends on working proactively with the government to address its recommendations. The final report highlights the need for strong consumer protection and oversight that build trust in the

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FPEC announces winners of the 2018 Financial Planning Academic Research Grants

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The Financial Planning Education Council (FPEC) has announced Western Sydney University (WSU) and Griffith University as the two winners of the 2018 FPEC Academic Research Grants. The FPEC Academic Research Grants are sponsored by the Financial Planning Association of Australia (FPA) and NAB, and recognise those that have demonstrated a commitment to encouraging the development

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FASEA CEO takes to stage and fields Q&A at FPA Congress

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The CEO of the Financial Adviser Standards and Ethics Authority (FASEA) took to the FPA Congress stage at the ICC in Sydney this morning to a crowd of about 1,400 financial planning professionals eager to hear the latest education and policy reform updates direct from the recently appointed leader of the Government regulator. It was

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Australia’s top performing financial planners honoured at FPA Congress 2018

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The Financial Planning Association of Australia (FPA) announced the winners of the 2018 FPA Awards and Gwen Fletcher Memorial Award at the FPA Professionals Congress event in Sydney. Taking out the coveted FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award is Michael Carmody CFP® of Viva Wealth in Perth, WA. The award acknowledges Michael’s

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New online matching service pairs people with planners

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A new ‘Find a Planner’ online matching service planned for release in early 2019 was announced by the Financial Planning Association of Australia (FPA) at its annual FPA Professionals Congress at the ICC in Sydney, attended by over 1,300 delegates. The proposed new Find a Planner online service uses a UX-based research approach to match

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Fintech Buyers Guide helps financial planners decide what and if technology will help them

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The Financial Planning Association of Australia (FPA) has released its FPA Fintech Buyers Guide and Checklist at the 2018 FPA Professionals Congress. The package includes a Technology Assessment Checklist and a guide for assessing the fintech needs of a financial planning practice and tips for selecting the right technology partner to help improve financial advice

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Strong start for new Future2 Foundation Chair

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The Future2 Foundation welcomes its new Chair, Ms Petra Churcher, AFP® to lead the philanthropic arm of the Financial Planning Association of Australia (FPA) into the next chapter of its work helping disadvantaged young Australians. More than $1 million has been contributed by the Future2 Foundation, to benefit disadvantaged young people across Australia since its

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