Key Observations: A Forum on the Financial Planning Industry  
 
The July 2007 forum discusses the key issues raised in the Reinventing financial planning discussion paper.  
 
Forum delegates included key stakeholders in the industry including, industry associations, product manufacturers, regulators, ‘dealer groups’ and practitioners. 
 
Download the paper: 
 
Key observations: A forum on the financial planning industry (PDF 374KB)  
 
 
 
 
Reinventing Financial Planning 
 
The financial planning industry’s structure, cultural origins, the meaning of ‘profession’, the role of the accounting profession and the remuneration debate are the key issues that are examined in the Institute commissioned discussion paper Reinventing financial planning, written by Chartered Accountant, Robert M C Brown.  
 
The paper’s arguments aim to look ahead, question and positively influence the growth and development of the financial planning profession.  
 
Download the paper: 
 
Reinventing financial planning (PDF 263KB)