AFA Chartered Life Practitioner (ChLP)

The Chartered Life Practitioner (ChLP) designation is designed for risk advisers who seek to gain formal recognition as a specialist and to demonstrate their commitment to professional development and the financial advice profession.

  • Entry Requirements
      • An Undergraduate Degree, or
      • A related* Advanced Diploma, or
      • A related* Diploma plus related industry experience

      Above are the minimum education requirements for entry into AFA Designations.

      The qualifications listed as minimum education requirements must be from a recognised Higher Education provider (including the National Office of Overseas Skills Recognition).

      *You will be required to provide Kaplan Professional with documents supporting that you meet the requirements for entry into the course. Please review the Provision of Entry Requirement Documents PDF for more information.

  • Important dates
    • Next available intake

      Study Period 1, 2021 important dates  
      Enrolments open Now
      KapLearn opens (early access) 7 December 2020
      Early access to assessments 14 December
      Study period commences 4 January 2021
      Assessment dates Click here >
      Enrolments close / Census 20 January 2021
      Study period ends 26 March 2021

      Study Period 2, 2021 important dates  
      Enrolments open Now
      KapLearn opens (early access) 8 February 2021
      Early access to assessments 22 February 2021
      Study period commences 8 March 2021
      Assessment dates Click here >
      Enrolments close / Census 24 March 2021
      Study period ends 28 May 2021

       

      For a full list of annual study period dates, click here >

  • Subject Availability
    •  2021

      Subjects Study Period 1 2021
      AFA 1 – Business Strategy for Financial Advisers
      AFA 2 – Client Experience Strategy
      AFA 3 – Advanced Risk Solutions
      AFA 4 – Professional Conduct and Governance for Financial Advisers

  • Subject outlines
  • Duration
    • 12 weeks per unit. Maximum timeframe for completion is 2 years from enrolment date.

  • Assessment
  • Exemptions
    • Exemptions may be granted based on previous academic qualifications and professional accreditation. Previous qualifications must be at a post-graduate level.  Click here for more information.

  • Fees
    • Fees Price
      Fellow Chartered Financial Practitioner (FChFP) – Full designation (incl. AFA1, AFA2, AFA3, AFA4) $4,320
      Chartered Life Practitioner (ChLP) – Full designation (incl. AFA1, AFA2, AFA3, AFA4) $4,320
      Individual Subject Fee $1,200
      Certification Fee (compulsory fee on initial enrolment) $375
      Higher Education Exemptions application $295
      Re-enrolment – If a participant has made an attempt at both of the assessments and has failed either one or both $600*
      Re-enrolment – If a participant has not made an attempt at either one or both of the assessments $840*
      Automatic Exemptions No Fee
      Re-mark fee (excludes multiple choice) $150*
      Late withdrawal fee $300*

       

  • Policies & Forms
  • Terms and Conditions