JOIN AUSTRALIA S. leading professional. COMMUNITY of FINANCIAL PLANNERS

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1 JOIN AUSTRALIA S leading professional COMMUNITY of FINANCIAL PLANNERS

2 The FPA vision: THROUGH our members we STAND with AUSTRALIANS for a BETTER financial FUTURE. B

3 THE FPA IS AUSTRALIA S LEADING PROFESSIONAL COMMUNITY OF FINANCIAL PLANNERS. REPRESENTING OVER 11,000 MEMBERS, WE ARE UNITED IN PURPOSE AND DRIVEN BY PASSION. Thought Leadership We play a pivotal role in defining the future of financial planning. In 2014, our landmark White Paper The Future Profession and FPA 10 Point Plan outlined our recommendations for the progress of our profession. Many of these recommendations are now at the forefront of public debate. Government Advocacy Strong ties with Government and regulators position us as an influential voice, speaking out on behalf of members. We maintain relationships with all key stakeholders and fight for fair outcomes that advance our profession, for the benefit of Australians. As legislation evolves, we provide members with guidance and practical resources and on how to adapt and prosper in our ever-changing world. World Class Education We are the only Australian body licensed to administer and deliver the CFP designation, the international gold standard and highest financial planning certification worldwide. CFP professionals belong to a growing community of over 5,500 CFP professionals in Australia and 150,000 globally. Recognised in 24 countries, CFP certification opens up career opportunities across the globe. Consumer Recognition We invest heavily in educating consumers about the value of advice from an FPA member. More consumers now recognise the CFP mark as a symbol of trust - it s no wonder that CFP professionals earn $40,000 pa more than other financial planners*. Under the FPA Professional Practice program, CFP professionals also gain access to new client referrals from some of Australia s top super funds. Best Practice FPA members benefit from an added layer of protection, through a robust professional framework that facilitates self-regulation and accountability for de-risked advice. The FPA Code of Professional Practice has been praised and adopted by many countries around the world and places FPA members at the forefront of financial planning. Source: Investment Trends FPA Member Satisfaction Report

4 JOIN OUR COMMUNITY OUR COMMUNITY CONSISTS OF FOUR CORE MEMBERSHIP CATEGORIES AND TWO ADVICE PARTNERSHIP CATEGORIES. EACH HAVE THEIR OWN SPECIAL ROLE TO PLAY IN OUR PROFESSION. Membership Pathway CFP Professional THE HIGHEST FINANCIAL PLANNING QUALIFICATION WORLDWIDE Financial Planner AFP A STEPPING STONE TO CFP CERTIFICATION Successful completion of the CFP Certification Program At least 3 years relevant industry experience (including one year as an authorised rep) An undergraduate degree or higher. Undergraduate degree or higher 1 years supervised experience in a financial planning related role. or Experience Pathway Advanced Diploma in Financial Planning 6 years experience in the previous 8 years Completion of FPA Code training Good standing with licensee Current CPD records. Associate CONNECTING WITH THE FINANCIAL PLANNING COMMUNITY Open to anyone with a professional interest in financial planning. This could include paraplanners, compliance officers, technical analysts or practice managers. Student A FOOT IN THE DOOR TO FINANCIAL PLANNING Free membership category open to full-time students. 2

5 Advice Partnerships FPA Professional Practice PROFESSIONAL RECOGNITION FOR HIGH CALIBRE FINANCIAL PLANNING BUSINESSES FPA Professional Partner A COLLABORATION WITH THE FPA TO PROMOTE PROFESSIONALISM IN FINANCIAL PLANNING Open to financial planning practices. Eligibility: 75% practitioners are FPA members (Financial Planner AFP or CFP professional) 50% practitioners are CFP professionals (or on their way) A commitment to the FPA Code of Professional Practice. Open to Australian Financial Services Licensees. Eligibility: 25% practitioners hold either CFP professional or Financial Planner AFP status A memorandum of understanding and a signed professional pledge. Committed to world class standards, our advice partners represent the changing face of financial planning. 3

6 A CLOSER LOOK AT MEMBERSHIP WHETHER YOU RE JUST STARTING OUT, HAVE ACHIEVED CFP PROFESSIONAL STATUS OR SIMPLY HAVE AN INTEREST IN FINANCIAL PLANNING, WE HAVE AN OPTION TO SUIT YOU. CFP Professional CFP certification is the highest financial planning certification worldwide. As a CFP professional, you join a growing community of over 5,500 CFP professionals in Australia and 150,000 globally, all committed to the highest professional and ethical standards. The FPA invests heavily in promoting the value of advice from a CFP professional. As more consumers start to look for these three letters, more consumers will look for you. Recognised in 24 countries, your CFP designation will open up a new world of career opportunities. Financial Planner AFP The Financial Planner AFP membership category is the perfect stepping stone to CFP certification. You ll be recognised by clients and peers as a leading financial planning professional who is qualified, experienced and committed to a world class professional framework. The FPA is a formally approved Recognised Tax Agent Association. As a practitioner member, you benefit from TASA tax and commercial law course exemptions, if you have six years full-time or equivalent relevant experience, out of the previous eight. As a practitioner member, you ll be listed on Find a Planner, an online directory where consumers search for a financial planner in their local area. 4

7 THROUGH WEBINARS, NATIONAL EVENTS AND OUR EXTENSIVE CHAPTER NETWORK, YOU LL ALSO BENEFIT FROM COUNTLESS NETWORKING OPPORTUNITIES, AND GUIDANCE IN LEGISLATION, TECHNICAL EXCELLENCE AND PRACTICE MANAGEMENT. Associate As an Associate, you become connected to the leading professional financial planning community in Australia. You ll gain exclusive access to FPA resources, savings on networking, and first class learning opportunities to keep you at the forefront of financial planning. Student The Student category is free and open to all full-time students. As a Student member, you get to connect with financial planners and current students, through national and local networking opportunities, and online member-only discussions. As a part of the FPA community, doors will open to new learning experiences and opportunities to advance your future career in financial planning. You ll gain first-hand insight into your future profession and access to a body of knowledge to complement your studies. Financial Planning Magazine Financial Planning magazine provides FPA members with monthly insight into new innovation, strategy and practice management for today and tomorrow. Our members tell us this resource is their go-to monthly read. 5

8 FINANCIAL PLANNING ASSOCIATION of AUSTRALIA FINANCIAL PLANNING ASSOCIATION of AUSTRALIA 123 High Street, CFP, B Com (Fin Plan) Plannerville NSW2000 Direct Mobile johnsmith@northstar.com.au Authorised representative of North Star Financial Planning ADVICE PARTNERSHIPS OUR ADVICE PARTNERSHIPS ARE DESIGNED TO FOSTER LEADERSHIP AND PROFESSIONALISM, RECOGNISE BEST PRACTICE FINANCIAL PLANNING AND CONNECT MORE CONSUMERS WITH HIGH QUALITY FINANCIAL ADVICE. FPA Professional Practice program Becoming an FPA Professional Practice will set your business apart as a high calibre practice committed to financial planning excellence. To consumers, it provides reassurance you are at the leading edge of the profession, putting their interests first every time. As an FPA Professional Practice, you will benefit from: New client opportunities through national referral programs FPA co-branding for instant recognition within the community Priority contribution to Financial Planning magazine 20% saving on the CFP Certification Program. PROFESSIONAL PRACTICE... FINANCIAL PLANNING ASSOCIATION of AUSTRALIA John Smith CFP Level 1 42 Planner Street, Plannerville NSW2000 T. (02) F. (02) M Dear Sir/Madam, Where a CFP practitioner belongs to an FPA Professional Practice, both the CFP logo mark and FPA Professional Practice logo may be used on the same communication piece. Where the CFP logo mark and Professional Practice logo is used in the same document, a CFP practitioner must ensure that the Professional Practice logo takes priority of appearance on the document. Yours Sincerely John Smith CFP PROFESSIONAL... PRACTICE John Smith ABC Financial Planning PROFESSIONAL... PRACTICE North Star Financial Planning is an FPA Professional Practice North Star Financial Planning 123 High Street, Plannerville NSW2000 Australia 6

9 FPA Professional Partner program As an FPA Professional Partner, you are an Australian Financial Services Licensee recognised as a promoter of professionalism and leader in the financial planning community. Your organisation is committed to furthering the interests of financial planners and consumers by collaborating with the FPA to advance the profession. As an FPA Professional Partner, you will benefit from: Participation in FPA working groups and partner advisory forums Access to FPA speakers at PD days and conferences Priority offer on sponsorship packages for the FPA Professionals Congress 10% saving on membership through the FPA bulk membership program 20% saving on the CFP certification program. We are proud to partner with the FPA, in pursuit of a shared vision. Working together, we can shape the future and make a meaningful difference to the lives of Australians. MERCER FINANCIAL ADVICE, FPA PROFESSIONAL PARTNER 7

10 FPA IN THE COMMUNITY THE FUTURE2 FOUNDATION PROVIDES FPA MEMBERS WITH AN OPPORTUNITY TO GIVE BACK TO THE COMMUNITY AND MAKE A POSITIVE DIFFERENCE TO YOUNG AUSTRALIANS WHOSE LIVES HAVE BEEN AFFECTED BY SOCIAL AND FINANCIAL DISADVANTAGE. As an FPA member, you are invited to support Future2 through: Local Chapter initiatives to raise money for Future2 P articipation in Future2 fundraising events (such as the Future2 Wheel Classic) E ndorsing applications from community not-for-profits for the Future2 grants program P ersonal tax-deductible donation with your FPA membership renewal. You can find out more about Future2 at 8

11 Join the FPA Community We would love to talk to you about our membership or partnership options. VISIT CALL CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo are certification marks owned outside the U.S. by 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. 9

12 ABN GPO Box 4285 Sydney NSW 2001 Phone Fax Members call Consumers call