FPA launches Women in Wealth events in Brisbane and Sydney

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The Financial Planning Association of Australia (FPA) is partnering with Financial Executive Women (FEW) to present the first FPA Women in Wealth networking events in Brisbane and Sydney with support from gold sponsor, Macquarie Bank. In April this year, the FPA and FEW announced an alliance to advance the progression of women in financial planning. […]

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FPA joins global financial planning community to celebrate first World Financial Planning Day

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The Financial Planning Association of Australia (FPA) is delighted to announce that Financial Planning Standards Board (FPSB), the global licensing body for the CERTIFIED FINANCIAL PLANNER® /CFP® designation, will host the first World Financial Planning Day on Wednesday, 4 October during the International Organization of Securities Commissions’ (IOSCO) World Investor Week. IOSCO’s World Investor Week […]

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FPA’s partnership with Banqer to boost financial literacy in schools

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The Financial Planning Association of Australia (FPA) has launched a partnership with Banqer, an online interactive learning tool designed to assist teaching financial literacy and help boost motivation in primary school classrooms. Schools introduced to Banqer by FPA members will have access to the online program, as well as qualified support from a financial planner. […]

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Influential couples to close out FPA Professionals Congress in style

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The Financial Planning Association of Australia (FPA) is thrilled to announce the 2017 FPA Professionals Congress will conclude with a dynamic conversation featuring three influential Australian couples exploring how partnerships are built on shared values, personal goals and providing support. Waleed Aly and Dr Susan Carland, Paul and Dr Tami Roos, and Paul and Alicia […]

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What is holding Australians back from ‘living the dream’?

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 Two in five Australians admit that they are not ‘living the dream’, according to new research released today by the Financial Planning Association of Australia (FPA) to mark Financial Planning Week (21-27 August). Two of the top three factors preventing working-age Australians living the dream are directly related to their financial situation. Nearly half of […]

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Australians’ biggest financial regrets and how to avoid them

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The Aussie “no worries” attitude is being challenged today with new research from the Financial Planning Association (FPA) revealing 80 per cent of working-age Australians are stressed about money and finances, with 1 in 4 indicating acute stress levels. Generations X and Y are most stressed about their finances, with at least one in three […]

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Leading edge speakers unveiled for FPA Professionals Congress

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The Financial Planning Association of Australia (FPA) is excited to announce three internationally renowned thought leaders have been added to the line-up of keynote speakers for the 2017 FPA Professionals Congress, taking place in Hobart on the 22-24 November. Futurist, strategist and global nomad Mike Walsh will open this year’s Congress exploring how emerging technologies […]

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FPA congratulates FASEA on appointment of inaugural CEO

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The Financial Planning Association of Australia (FPA) welcomes the appointment of Dr Deen Sanders OAM as the inaugural CEO of the Financial Adviser Standards and Ethics Authority Limited (FASEA). Commencing on 18 September 2017, Dr Sanders will lead the establishment of mandatory educational and training requirements, developing and setting an industry exam and creating a […]

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FPA ready for ‘Live the Dream’ Financial Planning Week

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The Financial Planning Association of Australia (FPA) has announced “Live the Dream” as its theme for the 17th annual Financial Planning Week (21-27 August 2017), which aims to raise awareness and trust in the financial planning profession among consumers. The FPA will kick-off Financial Planning Week on Monday 21 August by releasing a newly commissioned […]

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Roadshow poll indicates strong member support for FPA’s education standards proposals

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The 2017 Financial Planning Association of Australia (FPA) National Roadshow has completed its 33-leg journey around Australia, with six final events taking place last week. Financial planning professionals came together to listen to timely updates on policy and legislation from the FPA, as well as insights on identifying investment opportunities in global markets from Roadshow […]

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