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Financial Planning Association (FPA) only Australian body to assess and award CFP mark

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With over 11,000 members, 8,500 of which are practising financial planners, the Financial Planning Association (FPA) describes itself as the leading professional community of financial planners in Australia.

In its capacity as a professional organisation, the FPA states that it has five key roles to play:

  • represent professionals
  • advocacy and lobbying
  • setting and maintaining standards
  • awarding certifications; and 
  • professional development.

Financial planners who wish to become a member of the FPA need to meet higher standards than the minimum levels required by law, so Association membership reflects a high degree of professionalism.

The Association represents these members in a variety of ways, acting as the collective voice of members and their clients and influencing Government policies and regulations affecting financial planning.

To this end, the FPA maintains a strong relationship with regulators, politicians and their advisers on all sides of the fence.

The FPA is the only Australian professional body that assesses and awards the Certified Financial Planner or CFP mark, the highest certification available to financial planners worldwide.

The FPA also designs and offers training programmes to ensure members keep their knowledge and skills up to date.

As a professional association, the FPA has a clear and transparent management structure to make sure that the organisation is governed to meet the needs of its members and the general public. The FPA has a formal constitution, an elected Board and Executive and issues an Annual Report each year.

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