FPA Code of Professional Practice

FPA practitioner members are bound by the FPA Code of Professional Practice, which brings together a comprehensive set of ethical principles, practice standards and conduct rules. As the financial planning landscape changes, we update the code to ensure it remains relevant to the regulatory environment at the time.

The Pillars of our Profession

Download the FPA Code of Professional Practice.

Download

Understand the Code e-Learning Program

To help FPA members understand the FPA Code of Professional Practice, we have developed a free e-learning program, that also offers 1.5 CPD hours in the area of ‘ethics’. The program takes approximately 90 minutes to complete and you will need Internet Explorer 10 or above, or Google Chrome to launch it.

Start the Program

BREACHES OF THE CODE

Our members play an important role in ensuring we maintain high standards within the FPA membership. If you suspect that another member may have breached the Code, we ask that you let us know. Find out more.