CONTINUING PROFESSIONAL DEVELOPMENT
Accreditation Application
Please send your completed and signed application to:
CPD Department
Financial Planning Association, GPO Box 4285, Sydney NSW 2001 or email cpd@fpa.asn.au
1. CONTACT DETAILS AND PROGRAM INFORMATION
Contact name:
Job title:
Organisation:
Postal Address:
Phone:
Email:
Program title:
Accreditation Number (if previously accredited):
Presenters:
Duration of session/s (if agenda not supplied)
2. ACCREDITATION REQUIREMENTS CHECKLIST
Please ensure that the following are enclosed with your application. This will ensure that the accreditation process
is completed within a reasonable period.
An agenda or timetable of the program, including duration of each session to be delivered
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A copy of the course notes and/or presentation
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An outline of the facilitator and/or course developers (including subject matter experts) qualifications
and experience in financial services and/or instructional design
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A copy of the course evaluation form (if available)
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Completed accreditation application form (this form)
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A copy of the learners course materials
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Please note: Accreditation of the program does not constitute endorsement of the program by the FPA.
Phone 1300 337 301 • Online www.fpa.asn.au • Email cpd@fpa.asn.au
3. ALIGNMENT OF PROGRAM CONTENT
The program must align to at least one professional dimension description. FPA will allocate CPD against the
professional dimension/s covered. Please tick the relevant professional dimension/s covered in this program below.
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Provides content on federal budgets, legislative changes, economic develoments,
investment products or facility an adviser is authorised to provide advice on
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Designed to maintain, update and develop knowledge in the ACIS RG146 competencies
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Includes variables impacting a client’s financial strategy, e.g. taxation, inflation, currency,
financial markets etc.
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Covers elements of practice management including starting a practice, running a practice
and succession planning
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Covers FPA Code of Professional Practice including Code of Ethics, FPA Rules of
Professional Conduct and FPA Guidance
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Covers compliance obligations, compliance audit requirements and/or similar
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Covers complaints management, conflicts of interest, dispute resolution
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Examines ethical theories, dilemmas and practices
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Looks at how to apply technical capabilities to specific client situations disclosed in the
fact find
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Teaches how to analyse and articulate advantages, disadvantages and risks with strategy
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Develops strategic advice skills and developing alternative and appropriate solutions to
meet the clients objectives
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Looks at analysing a client’s tolerance to risk
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Develops skills to analyse and compare products (research)
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Looks at an individual’s personal development needs e.g. development and review of a
comprehensive professional development plan.
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Covers critical self awareness through self reflection and analysis of individual capacity
and development needs to improve professional practice
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The program gives personal targeted feedback on an individual’s traits and performance
(e.g. Myers Briggs)
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The program covers structured mentoring
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The program has been developed by a planner for delivery to the wider community
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The program involves pro-bono work
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The program requires engagement with the FPA through committees and chapters
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The program develops interpersonal skills such as communication (verbal and written),
presenting, negotiation, building rapport, leadership, time management and influencing
etc.
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The program covers some aspects of managing a practice i.e. positioning self and
services, fee for service modeling, creating value propositions, marketing strategy for
services offered i.e. product, promotion, price and place
Capability
Professional
Conduct
Critical Thinking
Reflective Practice
Interdependence
Attributes and
Performance
Phone 1300 337 301 • Online www.fpa.asn.au • Email cpd@fpa.asn.au
3.1 ASIC RG146 KNOWLEDGE AREAS
FPA will additionally nominate CPD to any relevant RG 146 knowledge areas covered. Please tick the appropriate
knowledge areas below that the program covers.
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Managed Investments
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Superannuation
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Derivatives
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Securities
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Insurance
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Financial Planning
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Foreign Exchange
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Deposit Products and NonCash Payment Products
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Generic Knowledge
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Margin Lending
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First Home Loan Accounts
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Skills
4. COST
Applications received for assessment will be categorised and charges as per the table below.
Accreditation Type
Seminars, Presentations,
Conventions, Workshops, Online
CPD Series
Activity Length
Cost incl GST
Up to 2 hours duration
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$450
2-4 hours duration
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$670
4-8 hours duration
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$1140
2 days
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$1590
3 days
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$2080
Videos/magazines/online series
covering varying, relevant topics
in a series format, i.e. monthly/bimonthly
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$2415
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$2730
Tertiary Courses
☐ Mastercard ☐ Visa ☐ American Express
Payment method:
Card number:
Expiry:
CCV/CVC:
Cardholder’s name:
Cardholder’s signature:
Date:
5. PRIVACY STATEMENT
The FPA’s Privacy Statement (also referred to as Privacy Policy) (available online at www.fpa.asn.au/privacy, or
upon request) outlines the way in which the FPA will comply with the obligations under the Privacy Act, including
an outline on the kind of personal information that will be collected and held, how personal information is
collected and held, the purpose of the collection of personal information, how an individual can access personal
information and the way in which the FPA will store and disclose personal information.
In the course of FPA activities, the FPA collects and holds personal information. Please be aware that the main
purposes for collecting that personal information include those set out in FPA’s Privacy Statement. Please ensure
that you read this Privacy Statement prior to completing this form.
Please turn over >
Phone 1300 337 301 • Online www.fpa.asn.au • Email cpd@fpa.asn.au
6. DECLARATION
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I acknowledge that I have read and understood the FPA Privacy Statement/Privacy, as amended from time
to time. I acknowledge that in the course of the FPA’s activities, the FPA will collect, hold, store, use
and disclose my personal information, both within Australia and overseas, in accordance with and for the
purposes outlined in the FPA Privacy Policy, and I consent to this collection, holding, storage, use and
disclosure contained in this Application Form.
Your signature:
Date:
Phone 1300 337 301 • Online www.fpa.asn.au • Email cpd@fpa.asn.au