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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Are you ready to take your advice practice beyond the horizon?

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I’d love to see you and welcome you to fascinating Canberra, our nation’s capital for the AFA 2016 National Adviser Conference, the jewel in the crown for the AFA – October 5-7, 2016. As a practising adviser, this Conference is always the highlight of my year and I look forward to it as a chance to hear, watch […]

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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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AFA Partners With PortfolioConstruction Forum

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The Association of Financial Advisers (AFA) has once again demonstrated its ongoing commitment to enhancing the AFA’s continuing professional development (CPD) program with the appointment of PortfolioConstruction Forum to create and deliver a far-reaching investment and portfolio construction curriculum (the curriculum). AFA CEO Brad Fox said, “The AFA’s new relationship with PortfolioConstruction Forum reaffirms the […]

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