文章基本信息

标题：Financial Planning and Financial Instruments: 2013 in Review, 2014 in Prospect
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作者：Brimble, Mark ; Smark, Ciorstan
期刊名称：Australasian Accounting, Business and Finance Journal
印刷版ISSN：1834-2000
电子版ISSN：1834-2019
出版年度：2013
卷号：7
期号：3
页码：1-4
出版社：University of Wollongong
摘要：The Global Financial Crisis (GFC); changes in regulation; issues in public perception and trust have contributed to a troubled 2013 for financial planners. As financial planning and wealth management providers seek to bolster their professional status, the Financial Planning Education Council’s National Curriculum and Accreditation Framework and ASIC’s minimum training requirements are also a space to watch. In prospect, 2014 will offer opportunities and challenges in the form of a changed government; regulatory changes; accreditation challenges and the hope of the recruitment of strong financial planning and wealth management professionals for the future.
关键词：Financial planning; Wealth management; Regulation; National Curriculum; Accreditation Framework