Financial Planning Australia – FPA
Australian Financial Planning
News, Industry Updates, Market Commentary and Useful Information
Find information on recruitment best practice, resource availability, salary guides, market trends and where the best opportunities are for career development.
Plus a range of practical tools and tips for Practice Professionals.
The Financial Planning Association is the largest association for professional Advisors in Australia with the Certified Financial Planning (CFP) designation the benchmark qualification.
There are new standards and courses evolving with the Masters in Financial Planning now being offered by several Australian Universities.
The term practice management in financial planning refers to the resources and strategy used to organise and manage a financial planning business, incorporating staff, administration and efficiency issues. Many organisations offer services for Self-Licensed AFSL Financial Planners, without the requirement to become an Authorised representative of the group.
Technology is developing fast with modelling tools and live feeds being integrated into CRM and whole of practice management systems.
See all useful links for research into the Australian Financial Planning industry. Useful Links
Looking for HR Tools, Financial Planner Position Description, Financial Planner Key Performance Indicators. Practice Resources
Effective Digital Marketing Solutions
Check out the great marketeers at Phone First Digital Marketing
Websites | Social Media Management | IFA Practice Specialists
