Articles tagged with 'CFP'
$5000 scholarship looks to attract new CFPs
7 October 2021 - In an effort to slow declining numbers and raise the profile of CFPs among Kiwi financial advisers Nigel Tate and Financial Advice NZ have launched a new scholarship to promote the qualification.
CFP numbers predicted to lift
15 July 2019 - Financial Advice NZ is launching a marketing fund to promote the CFP mark in New Zealand.
FPSB seeks directors
2 May 2019 - Financial Standards Planning Board (FPSB), owner of the international Certified Financial Planner certification programme outside the United States, is seeking nominations for two open four-year positions on FPSB’s board of directors beginning April 1, 2020.
CFPs mull future of pinnacle mark
8 March 2019 - The head of Financial Advice NZ's committee overseeing CFP says, if CFPs aren't happy with the association controlling the mark, they can ask for change.
CFP numbers swell worldwide
18 February 2019 - The number of financial advisers worldwide with the Certified Financial Planner (CFP) designation increased last year to 181,360. The Financial Standards...
Emotional intelligence key in robo world
18 October 2018 - Financial advisers are being told they’ll need to hone their ability to have deep and meaningful conversations with clients in the new world of roboadvice and artificial intelligence.
Financial planning for the future
12 October 2018 - The Financial Planning Standards Board will develop long-term strategies for the global financial planning profession at its annual meeting in Thailand...
New chair for Financial Advice NZ certification body
5 July 2018 - Financial adviser Simon Hassan has been appointed chair of Financial Advice NZ’s certification committee.
Quality mark plan raises CFP questions
14 February 2018 - Advisers worried about how the CFP designation will fit in with Financial Advice NZ’s planned quality mark for advisers are being told to wait for more details.
CFP numbers grow
8 February 2018 - The Financial Planning Standards Board (FPSB), owner of the certified financial planner (CFP) certification programme outside the US, is growing its numbers.
The 10 best ways to compete with the big end of town
23 January 2018 - It is true, the big end of town has advantages – and yet third-party advisers, typically running small businesses, have done very well over the years and have a strong offer to the market.
Committee members to lobby for advice strands
9 January 2018 - Members of Financial Advice New Zealand sub-committees say they plan to advocate for their advice strands as the new association is formed, and regulation overhauled.
Quality mark questions
9 November 2017 - A quality mark system is coming - but what will it mean, and how will it fit with the CFP designation?
The Wrap: Deadlines for changes clearer (maybe)
27 October 2017 - Since this is the Weekly Wrap we thought we'd try and wrap the week up, highlighting the key news stories and looking ahead to what's happening next week. Read on to see what's on the agenda.
Adviser wants 'gold standard' for industry
25 August 2017 - A financial adviser with trans-Tasman experience says New Zealand advisers are subject to insufficient regulation, compared to their Australian counterparts.
Lack of adviser voice 'scary'
19 July 2017 - Mike Newton, of advice firm Newton Ross, told Good Returns it was scary that none of the nine people chosen to develop the new code were financial advisers.
GRTV: Code working group, active v passive and the rising cost of financial advice
14 July 2017 - In this latest episode of GRTV, Mike Newton of advice firm Newton Ross discusses the "scary" make up of the new code working group, Hobson Wealth Partners' Warren Couillault talks about the rising cost of providing financial advice and finally Paul Moore of PM Capital explains why passive managers’ luck just might run out.
Concerns aired over Code Working Group
10 July 2017 - There is a risk that a lack of independent advisers on the working group developing their new code of conduct will cost New Zealand its opportunity to provide a sensible framework for advice, one adviser says.
FPSB seeks directors
19 April 2016 - Financial Planning Standards Board (FPSB), owner of the Certified Financial Planner (CFP) certification, is looking for two new directors for its board...
Good time for financial planning: Maye
3 March 2016 - New Zealand’s financial advisers must rise to a new level of professionalism if the industry is to achieve its full potential, the chief executive of the Financial Planning Standards Board (FPSB) says.
