By joining the FPA, you become part of Australia's leading professional financial planning community. We represent over 14,000 members, committed to standing with Australians for a better financial future.
Our community is open to practicing financial planners, those affiliated with the profession and also university students who represent the future of financial planning. In addition to this, we offer two advice partnership programs for financial planning businesses and licensees.
Individual membership
We offer individual membership of five different levels to suit you at every stage of your career and development – whether you are just starting out, or working towards CFP® certification, the highest financial planning qualification worldwide.
The five individual membership categories are:
CERTIFIED FINANCIAL PLANNER® Professional
$895 per financial year, plus $200 advertising levy
Globally recognised as the gold standard designation in financial planning, becoming a CERTIFIED FINANCIAL PLANNER® professional demonstrates your commitment to upholding world class professional standards.
To join as a CFP Professional, you will need to:
- Be a current FPA member and have successfully completed the CFP Certification Program
- Have at least 3 years’ relevant industry experience (including one year as an authorised rep)
- Hold an undergraduate degree or higher
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Financial Planner AFP®
$595 per financial year
As a Financial Planner AFP® member you will be recognised as a professional who works to higher professional standards in financial planning.
This category is for practicing financial planners who have not yet completed CFP Certification. To join as a Financial Planner AFP® member, you will need to:
- Hold an undergraduate degree or higher and be RG(PS)146 compliant
- Have at least 1 years’ supervised experience in a financial planning related role
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
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Associate
$495 per financial year
The Associate membership is designed for financial planners, those on their way to becoming a financial planner, or working in a role that supports a financial planner. As a voting member, you may benefit from TASA course exemptions and will be bound by the FPA Code of Professional Practice and CPD Policy.
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Allied Professional
$495 per financial year
By becoming an FPA Allied Professional, you become part of the leading professional financial planning community.
This category is open to anyone with a professional interest in financial planning. This could include paraplanners, compliance officers, technical analysts and other related roles.
Anyone within the industry is eligible to join as an Allied Professional and therefore, this is a non-voting category.
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Student
Free
FPA Student membership is open to undergraduate students studying part-time or full-time and full-time postgraduate students.
Student membership lets you connect with other students and give you opportunities to network with members already working in financial planning.
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Advice partnerships
To recognise the pivotal role played by quality advice businesses, we created two important partnership programs:
FPA Professional Practice program
FPA Professional Practices are local financial planning businesses that commit to high professional standards, at a business level. Practices in the program enjoy a wide range of benefits, including the ability to use the FPA Professional Practice branding.
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FPA Professional Partner program
FPA Professional Partners are Australian Financial Services licensees, recognised as promoters of professionalism and leaders in the financial planning community. Professional Partners are committed to furthering the interests of the profession and consumers, and helping the FPA to shape the future of financial planning.
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