FPA outlines future direction
A new code of ethics and single code of professional practice are among the latest initiatives of the Financial Planning Association (FPA).
The plans were outlined last week at the FPA’s annual conference on the Gold Coast.
The streamlined code of professional practice will bring together nine layers of member obligations.
The FPA also announced adjustments to the certified financial planning program, including revised examination requirements, interactive online learning tools and support services.
FPA CEO Jo-Anne Bloch says membership growth and a focus on professionalism will be key priorities in the coming year.
“Now more than ever we need to ensure that consumers know they can trust a member of the FPA when they seek financial advice,” she said.
FPA research reveals planners are “cautiously optimistic” about the future of the industry. Top issues for planners, brokers and accountants include client retention, pacifying investors and succession planning.
The plans were outlined last week at the FPA’s annual conference on the Gold Coast.
The streamlined code of professional practice will bring together nine layers of member obligations.
The FPA also announced adjustments to the certified financial planning program, including revised examination requirements, interactive online learning tools and support services.
FPA CEO Jo-Anne Bloch says membership growth and a focus on professionalism will be key priorities in the coming year.
“Now more than ever we need to ensure that consumers know they can trust a member of the FPA when they seek financial advice,” she said.
FPA research reveals planners are “cautiously optimistic” about the future of the industry. Top issues for planners, brokers and accountants include client retention, pacifying investors and succession planning.