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- Financial Planning Association's silver symposium set for April 30
- The Mississippi Chapter of the Financial Planning Association's annual symposium is a rite of spring in the metro area. Slated for April 30 at the Country Club of Jackson, this year's event marks the 25th symposium. With the theme "Financial Planning: Putting the Pieces Together," the event begins at 7:15...
- Research articles 2008-04-21
- CPD: what counts.
- Jun 18, 2007 (Financial Planning - ABIX via COMTEX) -- All members of Australia's Financial Planning Association FPA have an obligation to participate in continuing professional development CPD programs. The FPA provides an accreditation service Jun 18, 2007 (Financial Planning - ABIX via COMTEX) --...
- Research articles 2007-06-18
- Members boost Finsia products.
- Byline: Lisa McCarthy Apr 11, 2006 (Independent Financial Adviser - ABIX via COMTEX) -- Finsia was created via the 2005 merger of the Securities Institute of Australia and the Australasian Institute of Banking & Finance. The financial services educator has reported a 30...
- Research articles 2006-04-11
- Impetus grows for upfront advice fees.
- Byline: Nick Bruining Feb 12, 2006 (The West Australian - ABIX via COMTEX) -- An increasing number of Australian financial planning providers are moving to a fee-for- service rather than...
- Research articles 2006-02-12
- Resolve to get rich by making a simple plan.
- Byline: Simon Hoyle Jan 15, 2006 (The Age - ABIX via COMTEX) -- A good financial plan can help Australians to successfully organise their finances. People are more...
- Research articles 2006-01-15
- Gift to make every day Christmas.
- Byline: Peter Weekes Dec 22, 2005 (The Age - ABIX via COMTEX) -- There are a range of Christmas gifts that people in the financial services industry recommend. For example, the Australian ...
- Research articles 2005-12-22
- Fee-for-service upsurge.
- Byline: Ross Kelly Dec 02, 2005 (Money Management - ABIX via COMTEX) -- RetireInvest has transferred its financial planners to a fee-for service remuneration model. The group...
- Research articles 2005-12-02
- The FPA and the art of giving.
- Byline: Julia Newbould Nov 30, 2005 (Independent Financial Adviser - ABIX via COMTEX) -- Australia's financial planning industry has been advised to improve its image by donating more money to...
- Research articles 2005-11-30
- Packer's advice banished Cuffe's blues.
- Byline: Chris Wright Nov 22, 2005 (The Australian Financial Review - ABIX via COMTEX) -- Challenger Financial Services Group's Chris Cuffe recently addressed the Financial Planning Association's 2005 national ...
- Research articles 2005-11-22
- Planners told: be charitable.
- Byline: Chris Wright Nov 17, 2005 (The Australian Financial Review - ABIX via COMTEX) -- Financial planners must find new ways to build trust in the community, says Coca-Cola Amatil...
- Research articles 2005-11-17
- Disgruntled financial advisers snub industry body.
- Byline: George Liondis Nov 02, 2005 (The Australian Financial Review - ABIX via COMTEX) -- The Financial Planning Association of Australia FPA has posted a surplus of $A1.2m for 2004-05,...
- Research articles 2005-11-02
- Financial Profiles to Donate Software to Financial Planning Association Members Affected by Hurricanes Katrina, Rita; Offer Valued at More Than $1.2 Million
- CARLSBAD, Calif., & DENVER -- Financial Profiles Inc., the standard for planning and advice solutions, in partnership with the Financial Planning AssociationR (FPAR), today announced that it will donate one-year licenses of its software to FPA members affected by Hurricanes Katrina and Rita. The total value of this offer...
- Research articles 2005-10-24
- CFP exam misconduct.
- Jun 08, 2006 (Money Management - ABIX via COMTEX) -- The Financial Planning Association FPA is investigating the alleged rule breaches at a Certified Financial Planner examination on 18 May 2006. The FPA considers the breaches as "extremely s Jun 08, 2006 (Money Management -...
- Research articles 2006-06-08
- Dealer groups back FPA campaign.
- Byline: Jonathan Barrett Oct 04, 2005 (Independent Financial Adviser - ABIX via COMTEX) -- The Financial Planning Association FPA is scheduled to launch its value of advice campaign on 7 October...
- Research articles 2005-10-04
- The National Corn Growers Association announces an agreement with the Financial Planning Association that will allow NCGA to incorporate financial literacy into educational programs for NCGA's membership of 33,000
- The National Corn Growers Association NCGA announces an agreement with the Financial Planning Association FPA that will allow NCGA to incorporate financial literacy into educational programs for NCGA's membership of 33,000. FPA will provide guest speakers for NCGA conferences and events and NCGA will receive brochures on the financial planning...
- Research articles 2005-05-01
- Big players give generously to party coffers.(Australian political party fundraising)(Brief Article)
- Feb 08, 2005 (Independent Financial Adviser - ABIX via COMTEX) Data on political donations has been issued by the Australian Electoral Commission AEC. The "big four" banks were among the leading industry donors. Macquarie Bank was another large donor. The institution gave over $A70,000...
- Research articles 2005-02-08
- The Financial Planning Association has launched FPA Press, a publishing arm that will provide current content and commentary on technical and practice management financial planning topics
- The Financial Planning Association (Denver, CO) has launched FPA Press, a publishing arm that will provide current content and commentary on technical and practice management financial planning topics. The division's first book is "Creating an Investment Policy Statement: Guidelines and Templates."
- Research articles 2005-01-31
- One on One With Jim Barnash of the Financial Planning Association.(One on One)
- Byline: Charles Paikert Jim Barnash, who takes over as president of the Atlanta- and Denver-based Financial Planning Association in January, has bridged both ends of the spectrum. He knows what it is like to be both...
- Research articles 2004-10-18
- Anti-money laundering: A priority for FPA.
- Sep 13, 2005 (Independent Financial Adviser - ABIX via COMTEX) -- The Financial Planning Association FPA of Australia supports the development of anti- money laundering AML laws. Some FPA ...
- Research articles 2005-09-13
- FPA to hit reserves for campaign funding.
- Nov 29, 2005 (Independent Financial Adviser - ABIX via COMTEX) -- The Financial Planning Association FPA will use reserve funds to pay for its Australian advertising campaign which promotes financial ...
- Research articles 2005-11-29
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