Grants the CFP® mark
The Financial Planning Association of Australia Limited (FPA) was founded in 1992 following the successful merger of the International Association for Financial Planning (Australia) with the Australian Society of Investment and Financial Advisors Limited. The FPA is the peak financial planning professional body in Australia and the only organization in Australia licensed to award CERTIFIED FINANCIAL PLANNER™ accreditation, which represents the highest level of professionalism.
The Financial Planning Association (FPA) is Australia’s leading professional community of financial planners. The FPA has over 11,000 members, of which 8,500 are practising financial planners.
FPA (Australia) has 5 key roles to play:
- Represent professionals: to become a member of the FPA, financial planners need to meet higher standards than the minimum levels required by law, so we represent the true professionals in the financial planning industry.
- Advocacy and lobbying: FPA is the collective voice of members and their clients and influence Government policies and regulations affecting financial planning. The FPA maintains a strong relationship with regulators, politicians and their advisers on all sides of the fence.
- Setting and maintaining standards: FPA sets and enforces professional and ethical standards for members to make sure that they conduct business to the highest quality.
- Awarding certifications: FPA is the only Australian body that assesses and awards the Certified Financial Planner® or CFP® mark, which is the highest certification available to financial planners worldwide.
- Professional development: FPA designs and offer an industry-leading range of training programmes to help financial planners to keep their knowledge and skills up-to-date.
Chief Elected Officer: Chairman Matthew Rowe, CFP®
Chief Staff Officer: Chief Executive Officer Mark Rantall, CFP®
Size: Current membership is approximately 11,000 individual members, of whom 8500 are practicing financial planners.