Financial Planning Association of Australia (FPA)

 

  • The Training and Development year commences on 1 July and ends on 30 June based on financial year.

  • The required CPD points will depend on the membership category as shown in the table below:

Membership category

Minimum CPD points each year

Minimum CPD points each triennium

CPF Professional 

35

120

Financial Planner AFP

25

90

Associate

25

90

Allied Professional

No CPD requirements

Student

No CPD requirements

 
  • Below is a table of CPD categories 

CPD categories 

Description

FPA accredited

A program that has been accredited by the FPA or an authorized FPA CPD Assessor

Non-accredited

Any relevant non-accredited CPD activity including participation at training presentations, seminars or discussion groups that are not FPA accredited or accredited by an FPA CPD assessor

Preparation of lectures, course materials or presentations to discussion groups

Facilitation or presentation of seminars, training programs, conferences

Non-accredited professional reading

Any professional reading which has not been accredited. These hours also contribute to a member’s "non-accredited training"cap

 

 

 
  • Restrictions of CPD hours will depend on the membership category as shown in the table below:

Membership category

FPA accredited

Non-accredited

Non-accredited professional reading

CPF Professional

Unlimited

50% or 60 hours

(including non-accredited reading)

A maximum of 20 hours over the triennium

Financial Planner AFP

Unlimited

50% or 45 hours

(including non-accredited reading)

A maximum of 15 hours over the triennium

Associate

Unlimited

50% or 45 hours

(including non-accredited reading)

A maximum of 15 hours over the triennium

 

 

Source: Financial Planning Association of Australia (FPA)

 

 

 

 

 

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