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Regulatory Guide 146 (RG 146) on Training of financial product advisers, formerly known as policy statement 146 (PS 146) is an Australian financial regulation issued by the Australian Securities & Investments Commission (ASIC) related to the minimum training required by individuals selling financial products. [1]
The Chartered Financial Consultant (ChFC) is the "advanced financial planning" designation awarded by The American College of Financial Services. To secure the designation, applicants must have three years of full-time business experience within the preceding five years and must complete nine college-level courses; the award is also contingent ...
The certification is generally considered the gold standard in the financial planning industry. [3] The certification is managed by the Certified Financial Planner Board of Standards, Inc. (CFP Board), which was founded in 1985 as a 501(c)(3) non-profit organization; it is neither a government designation nor an accredited degree.
CIO was an approved EDR scheme under scheme approved by ASIC's Regulatory Guide RG 139 and its services were free for consumers. [1] [2] [3] Funding was sourced from a combination of its membership fees and complaint fees paid by its participating Members. CIO could award compensation up to a maximum of $309,000 and other remedies, such as an ...
Together with the Foundation for Financial Planning, CFP Board provides CFP professionals with the training (CE credit eligible), resources and tools they need to be successful pro bono volunteers. The Foundation for Financial Planning then matches CFP professionals with volunteer opportunities.
Take control of your financial future with this detailed checklist covering everything from your savings and investments to insurance needs and estate planning.
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