FPA Professional Practice

An FPA Professional Practice is a financial planning practice that demonstrates the highest professional and ethical standards through adherence to the FPA Code of Professional Practice. The practice stands apart as a role model for financial planning in the community through the use of the FPA Professional Practice branding.

Find out more in our online Professional Practices brochure.

Download a PDF of the brochure. (1MB)

Why become an FPA Professional Practice?

• You’ll get higher community recognition - the use of FPA Professional Practice branding in your offices and on your business stationery will clearly identify you as a high quality, professional financial planning practice. The demonstration of the commitment made by your practice to maintain the highest professional and ethical standards will set your business apart as a role model in the community.
• To your peers, you’ll represent higher professional standards - the quality of your business will be instantly recognisable because at least 75% of your practitioners are FPA members and 50% have achieved CFP^® Professional status (or will meet that criteria within 3 years). 
• Your practice will become an ‘employer of choice’ - both future and current employees will be attracted by your standing as a Professional Practice.
• The interests of your practice will be supported by the FPA through representation and advocacy, together with national consumer advertising, promoting the higher standards of FPA members.

What are the advantages of being an FPA Professional Practice?

• Contractual rights to use the FPA Professional Practice logo.
• Access to invitation-only events for Professional Practices.
• Priority contribution to Financial Planning magazine.
• Special rates for the CFP Certification Program, ie. 10% saving on FPA Professionalism (CFP1) enrolments.*
• Special rates for the LRS Life Risk Specialist designation program, saving 10%.
• Special Professional Practice rates for events.
• Tailored CPD workshops designed to fit in with your programs and requirements.
• 10% saving on FPA online CPD programs.

Who can become an FPA Professional Practice?

FPA Professional Practices are financial planning offices or locations which meet the following requirements:

• 75% of your practitioners are FPA members; either Financial Planner AFP or CFP professionals.
• 50% of your practitioners are already CFP professionals or will be within three years of initial commitment.
• You commit to upholding the FPA’s Code of Professional Practice.

The types of practices which may apply to become FPA Professional Practices include:

• Previous FPA Small Principal members under their own AFSL.
• Practices under a dealer group AFSL.
• Local branches of employed planners.

How to become an FPA Professional Practice:

Simply fill out the membership application form with any supporting documentation and return to the FPA. If your application is successful, you will be invited to become an FPA Professional Practice and we will provide you with the Professional Practice co-branding kit.

Use of the FPA logo:

FPA membership only exists at the individual practitioner level. Businesses can be associated with the FPA as a Professional Practice or Professional Partner, but these are not membership categories and they don’t carry voting rights.

Since 1st July 2011, the FPA logo can no longer be used by any member of the FPA and it needs to be removed from all stationery, documents and signage. This also applies to those who previously used the Principal Member logo.

The FPA Professional Practices logo can only be used in a permitted co-branded capacity by approved FPA Professional Practices.

*10% discount applied at time of initial enrolment.

From 1 November 2012 a pro-rata rate will be applicable to the membership fees.