|
Membership of the Financial Planning Association of Australia is a sign of commitment to professionalism. It demonstrates that you are serious about maintaining standards, career development and contributing to the profession.
Joining the FPA is a simple 3 step process
- Select the applicable membership category
- Complete the application form
Send the application form to the FPA
Step 1 Select the applicable membership category
FPA membership categories are assigned to signify a member’s experience, qualifications, and employment relationship, including commitment to high professional standards and a code of ethics and rules. If you are not sure which category you should join, please contact the FPA on 1800 626 393.
| Principal membership |
|
|
|
Principal membership is available to individuals and companies who hold an AFS licence to give personal financial planning advice to retail clients. There are three levels of Principal membership Small (less than 20 representatives), Medium (more than 20, less than 100 representatives), and Large (more than 100 representatives). |
|
Requirements:
- Hold a current Australian Financial Services Licence to give personal financial advice issued by the Australian and Investment Commission (ASIC).
Holds appropriate professional indemnity insurance.
Holds current membership of FICS or another ASIC approved external dispute resolution scheme.
Download form |
|
|
|
| Practitioner membership |
| There are two levels of Practitioner membership1 - Associate Financial Planner (AFP) and CFP®. |
|
|
|
| Associate Financial Planner (AFP)
| |
|
| The FPA AFP level of membership is granted to those who have completed educational requirements as well as one (1) year’s approved practitioner experience. |
|
Requirements:
- Has completed a Diploma Financial Services (DFS)
and RG(PS)146 compliant
- Holds Authorised Representative status
- Minimum one (1) year plus approved practitioner
experience including Authorised Representative
status for the full period
Download form |
|
|
|
| CFP® |
|
|
|
The CFP® practitioner designation is the global symbol of excellence in financial planning. It is awarded to practitioners who meet high standards of education and experience. |
|
Requirements:
Download form
Record of Experience Guidelines
Record of Experience Templates |
|
|
|
|
|
General membership |
|
|
| General membership is available to any person with a professional interest in the financial services industry, e.g. Business Development. |
|
Requirements:
- A professional interest in financial planning.
Download form |
|
|
|
| Future Planner |
|
|
| Future Planners are those employed in roles such as paraplanner, administration, customer service representative and assistant planner, with a view to becoming a financial planner. |
|
Requirements:
- A tertiary qualification in a finance related field, or enrolled part time in a program leading to such a tertiary qualification
- Does not satisfy practitioner membership criteria or does not hold Authorised Representative status
- Aged 28 or less, or earning $65k pa or less
Download form |
|
|
|
| Retired membership |
|
|
|
Available to any persons who has a professional interest in financial planning but is no longer in full-time employment and is retired. |
|
Requirements:
- No longer working full-time
- Retired members must not hold Authorised Representative status.
Download form |
|
|
|
| Student membership |
|
|
| Is designed to provide insight and opportunities for students who are interested in the financial planning profession. |
|
Requirements:
- Studying a full-time university course.
Download form |
| Click here to view more information on the benefits of student membership. |
|
|
Step 3 Send the application form to the FPA
Send the completed application form, supporting documents (details outlined in the application form) and membership payment to:
Financial Planning Association of Australia Limited
PO Box 109
Collins Street West
Melbourne VIC 8007
Other forms
Notice of intention to resign FPA membership 1 Under the Constitutional Review approved by members at the 2007 AGM, Affiliate membership has been automatically upgraded to the new Associate Financial Planner (AFP) practitioner membership from 1 July 2008.
|