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//Becoming a planner
http://iplan2.com.au/pdf/Becoming_a_financial_planner.pdf
Whichever choice you make - large or small firm - your first step is to begin studying financial planning in courses such as a Diploma of Financial Services (Financial Planning) or a Bachelor of Business (Financial Planning). Diplomas are offered by TAFE colleges, universities and other educational institutions, while bachelor degrees are offered by universities.
These courses help you meet the federal government's regulatory guide 146 (rg 146). Learn more by visiting www.asic.gov.au.
Although you don't need to have a degree in financial planning, or one that incorporates a major in the subject, degrees meeting RG146 not only provide an excellent start to your career but may also fulfil the requirements for entry into the CPF® Certification Program. For a complete list of degrees that have been assessed and approved by the Financial Planning Association (FPA) as satisfying the education pre-requisite for the CFP Certification Program, visit the FPA's accredited education register at www.fpa.asn.au.
During your studies is also a good time to apply for Student membership of the Financial Planning Association.
BECOME AN FPA STUDENT MEMBER - A smart investment in your future career
If you are currently studying at university and thinking about a career in finance, joining the FPA as a Student member demonstrates to employers your initiative and commitment to a future career in financial planning. If you're still deciding what career path to pursue then it's a great chance to learn more to help you with your decision.
Now is the best time to start planning for the future. The FPA can provide you with information, resources, networking opportunities and support, so when you finish studying you will have a solid understanding of the financial planning profession, far beyond what you can learn from your text books! Click here to learn more about a career in financial planning.
To be eligible for FPA Student Membership, you need to be studying a full time course in finance, commerce or business.
Join now for just $25 per year.
Benefits of Student membership
The FPA provides many opportunities and resources to enhance your knowledge and experience, and gain exposure to the real world of financial planning. As an FPA student member you will receive:
Discounts to events - get out there and get involved!
- FPA young planner events - Become involved, make new friends and learn about the industry through these tailored events.
- FPA National Conference - Be part of the biggest financial planning conference in Australasia held annually. There are fantastic discounts on offer for students to attend the FPA National Conference.
- FPA Chapter events such as Golf Days and Career Expos.
Publications to keep you up to date and informed
Awareness of what's happening in the profession improves your understanding and helps you make a great impression on potential employers.
FPA membership entitles you to regular publications including:
- CEO eNews - the FPA's fortnightly e-newsletter that provides you with information about what's happening in the FPA and the profession.
- Financial Planning magazine - sent to members monthly, this prestigious magazine is sure to keep you up to date with what is going on. Regular features include news, professional services, and member focus pages.
Networking opportunities
Network with other students and be friends with the FPA Blog Star!Become part of the online student network www.iplan2.com.au and post up comments, view videos, check out what is happening at the FPA, hear from industry experts, read up on companies providing career opportunities for students, and much more!
Support throughout your career
The FPA has various levels of membership to support you at different stages in your career. After your studies you can upgrade your membership to become an Associate Financial Planner (AFP) or General member, and then work your way to becoming a CFP® professional. At each level of membership, the FPA can provide you with resources to support you.
Access to web library / resources
You will have access to the exclusive members' section of the FPA website for a range of technical and industry information. There are an abundance of resources available to assist you with your assignments or in your work environment.
Education and Professional Development Programs to fast track your career
Once you establish your career in financial planning you will have an obligation as a professional to keep abreast of current regulatory and legislative changes that are occurring within the financial planning sector. The FPA offers a range of Professional Development courses to help you to remain up to date and provide the best possible service to your clients.
You can also gain a designation reflecting your higher knowledge and skills in specialist areas of advice. The FPA Specialist Accreditation Programs are designed for FPA practitioner members, both CFP® professionals and Associate Financial Planners (AFP), who have demonstrated, through experience, education, examination and ethics, their eligibility to use a FPA granted, post nominal designation providing evidence of their competence in specific areas of advice.
Join now for just $25 per year! Click here to fill out the application form
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