MenuMembership category changes FROM 1 July 2016
- The Associate membership category will be re-named “Allied Professional”.
This non-voting category is appropriate for those who have a professional interest in financial planning and wish to be connected to the profession. - A new “Associate” category for financial planners will be introduced.
The new “Associate” category is a voting category designed for financial planners, those on their way to becoming a financial planner, or working in a role that supports a financial planner. As voting members, financial planners in this category may benefit from TASA course exemptions and will also be bound by the FPA Code of Professional Practice and CPD Policy. There is no additional fee for this membership category.
FPA membership categories
Below is a summary of the FPA membership options:
| CFP® Professional | Financial planners who have completed the CFP® Certification Program. |
| Financial Planner AFP® | Degree qualified or experienced (6-8 years) financial planners. |
| Associate | Financial planners, those on their way to becoming one, or working in a role that supports a financial planner. Degree qualified with less than one year of direct/indirect experience in a financial planning related role, OR not degree qualified with less than six years of direct/indirect experience in a financial planning related role. |
| Allied Professional (non-voting) |
Those who have a professional interest in financial planning and wish to be connected to the profession. |
| Student (non-voting) |
Those studying full-time. |
FPA membership benefits
Below is a summary of membership benefits for each category option:
| Student | Allied Professional | Associate | Financial Planner AFP® |
CFP® Professional | |
| Global recognition | ✔ | ||||
| Find a Planner listing | ✔ | ✔ | |||
| FPA Awards | ✔ | ✔ | ✔ | ||
| Professional Framework | ✔ | ✔ | ✔ | ||
| Voting rights | ✔ | ✔ | ✔ | ||
| TASA course exemptions | ✔ | ✔ | ✔ | ||
| Contribution to policy | ✔ | ✔ | ✔ | ||
| Committee Participation | ✔ | ✔ | ✔ | ||
| Consumer awareness | ✔ | ✔ | ✔ | ||
| Future2 grants access | ✔ | ✔ | ✔ | ✔ | |
| Member resources (Guidance booklets, toolkits, fact sheets) | ✔ | ✔ | ✔ | ✔ | ✔ |
| Free webinars | ✔ | ✔ | ✔ | ✔ | ✔ |
| Event savings | ✔ | ✔ | ✔ | ✔ | ✔ |
| Financial Planning magazine | ✔ | ✔ | ✔ | ✔ | ✔ |
| Members-only LinkedIn Forum | ✔ | ✔ | ✔ | ✔ | ✔ |
Further information
If you have any questions at all about these changes, please contact our Member Services team on 1300 337 301.
