Join the FPA  
 
 

Dear Lonsdale Authorised Representative

As a reflection of the strong relationship between Lonsdale and the FPA, I am delighted to let you know that we have been able to negotiate a special fee arrangement for FPA membership if you join before the 2008/09 financial year end.  

Your prorated fees have been reduced by 10%. Join now and pay $275.00, instead of $306.00 (GST inclusive).

What you need to do to gain this discount

It's a simple three step process:

  1. Download the FPA membership application (special discount version), click here.
  2. Complete the form and send along with the relevant documentation to:
    FPA
    PO Box 109
    Collins Street West
    MELBOURNE
    VIC 8007
  3. Your application will be processed and you will receive notification in writing.

The information below outlines the various benefits of FPA membership.

Regards,

Mario Modica

___________________________________

The Financial Planning Association (FPA) is the leading professional body for the planning profession. Membership offers a great range of benefits and is real value for money, whether you’re just starting out in the industry, building your career or running your own practice.

Establish your credentials

Joining the FPA declares your commitment to higher standards of professional conduct, ethical behaviour and lifelong learning. Once a member, you can use valuable post nominals like AFP (Associate Financial Planner) if you meet our requirements, or gain additional valuable post nominals via specialist accreditation programs. Or you can study to become a CERTIFIED FINANCIAL PLANNER™ professional, giving you worldwide recognition for your skills and professionalism, and increasing your career development opportunities.

Be heard

There is strength in numbers. Being part of Australia’s peak financial planning body gives you a voice in the financial services industry, in Government, and in shaping the profession. Our strong relations with government, regulators and the media ensure your interests are represented at every level. As a member you’ll regularly be invited to contribute to debate and shape the direction of policies.

Be seen

Find a Planner, our online directory, is widely used by consumers searching for a planner in their area. Our new Value of Advice campaign and annual Financial Planning Week promote the standing of financial planners in the community and give members an opportunity to build their profiles in the media. Winners of our Value of Advice Awards are feted within the profession and promoted nationally through the media.

Stay current

Our highly valued monthly Financial Planning magazine, the weekly CEO e-news and other member communications ensure you stay up-to-date on everything happening within the profession, from policy developments and the latest research to online debate on current issues.

Build your business

Members have access to a wide range of practice management services and products and technical resources, many at heavily discounted member rates.

Learn and develop

Continue learning and earn recognition through our specialist accreditation programs with appropriate post nominals like LRS (Life Risk Specialist), ongoing professional development opportunities, and ultimately, by becoming a CERTIFIED FINANCIAL PLANNER™ professional – the global symbol of excellence in financial planning.

Get involved

Choose your own level of involvement. We have committees on important issues if you want to shape the direction of your profession, plus 31 Chapters, if you want to be involved at a local level. You’ll have access to member rates at our popular FPA National Conference, along with many other networking and educational events. Our Future2 Foundation for the financially disadvantaged and pro bono program for drought affected farmers are great opportunities for members to be socially responsible. You can even contribute virtually, through our online blog or member consultation on legislative proposals.

Be rewarded

Members receive discounts on educational programs, chapter events, other Professional services and products and the FPA National Conference.

Become a member

General- Paraplanners, Compliance Managers, BDMs, Marketers, students, anyone with an interest in financial services
Associate Financial Planner (AFP)- Qualified financial planners (minimum educational and experience requirements apply)
CERTIFIED FINANCIAL PLANNER™ (CFP)- Financial planners who meet the highest standards of experience, ethics, examination and education.

To find out more about becoming a member, click here to receive more information and a free three month subscription to Financial Planning magazine. Or to apply today, download an application form.

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CFP®, CERTIFIED FINANCIAL PLANNER™ and the CFP logo are certification marks owned outside the U.S. by the Financial Planning Standards Board Ltd. Financial Planning Association of Australia Limited is the marks licensing authority for the CFP Marks in Australia, through agreement with FPSB.

 

Establish your credentials
Be heard
Be seen
Stay current
Build your business
Learn and develop
Get involved
Be rewarded
Become a member