Fellow Chartered Financial Practitioner

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New thinking for a new profession

Awarded by the Asia Pacific Financial Services Association (APFinSA), the Fellow Chartered Financial Practitioner (FChFP) designation is designed to provide industry professionals with the critical financial advice skills and knowledge to excel within the financial advice profession. Balancing academic rigour with applied practice development, the innovative curriculum will challenge and redefine how individuals think about specialist financial advice education.

Individuals who attain the FChFP designation can display the FChFP mark of excellence to affirm to clients and peers their dedication to best-practice standards. The FChFP also provides a gateway to an international career as it is recognised by all nine members of APFinSA.

FChFP Singapore

The Fellow Charted Financial Practitioner Certification’s immersive learning curriculum provides an experience that balances technical financial planning skills and knowledge, and their practical application.

Delivered by specialist faculty, you will benefit and learn from their real-world experience and knowledge in a collaborative learning environment.

FChFP Malaysia

With a focus on practical content and real-world scenarios delivered by experienced and practising professionals, the FChFP Certification introduces financial services practitioners and executives to the products, markets and regulatory environment of Malaysia’s financial services industry.

It is also designed to help insurance agents better serve their clients through improved understanding of their goals and needs, both immediately and as they change over time.

FChFP Vietnam

The Asia Pacific Financial Services Association (APFinSA) is the largest financial services council in the Asia Pacific.

Currently APFinSA and its affiliates are authorised to establish and operate the Fellow Charted Financial Practitioner certification in Vietnam. Promoting higher education and professional standards for financial advisers through its International Certifications and Standards Board (ICSB).

*Corporate cohorts only available

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Who should enrol?

• Financial advisers and consultants
• Insurance and bancassurance specialists
• Family office and private wealth professionals
• Private bank and client relationship managers
• Asset managers and practitioners involved in portfolio construction

Our education philosophy

• Deep technical knowledge of the financial planning discipline combined with an advanced skill set leads to improved consumer outcomes
• Emotionally intelligent advisers are better equipped to understand their clients’ needs and develop effective advice strategy
• Digital capability and engagement are essential skills for advisers to advance in today’s digital environment

What you will gain

• Stand out from your peers and maintain your relevance with a higher professional qualification.
• Enhance your technical and practical skills to instill confidence in yourself and your clients.
• Develop quality advice strategies to empower your clients to achieve their financial aspirations.
• Ability to apply empathy and authenticity to create more engaging client experiences.

Register your interest

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I confirm the details entered above are correct and consent to the collection, use and handling of my personal information in accordance with the Kaplan Professional Australia Privacy Policy. I understand that my personal data may be handled in Australia and I may be contacted by Kaplan Professional Australia via email, phone or WhatsApp in response to my request for information about FChFP Certification programme.

I confirm the details entered above are correct and consent to the collection, use and handling of my personal information in accordance with the Kaplan Professional Australia Privacy Policy. I understand that my personal data may be handled in Australia and I may be contacted by Kaplan Professional Australia via email or phone in response to my request for information about FChFP Certification programme.

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APFinSA Member Countries

Book an education update presentation for your advisers

Kaplan Professional is offering education update presentations for advice firms – available online or in person – designed to help advisers navigate the evolving professional landscape.

The financial advice profession is rarely a straight path. Increasing regulation, rising client expectations, technological change and higher professional standards mean advisers must continually adapt to remain relevant and competitive.

This presentation maps the full career lifecycle of an adviser – from entry into the profession through to specialisation, leadership and long-term sustainability. At each stage, we explore the capabilities required, the common challenges advisers face, and the role education plays not just as a compliance requirement, but as a strategic enabler of professional growth.

The session highlights:

• Education pathways from entry to senior leadership

• How capability requirements evolve across career stages

• The shift from minimum standards to advanced technical and strategic expertise

• The role of ongoing education in building resilience, sound judgement and sustainable careers

Designed for adviser teams and leadership groups, this presentation provides practical insights into how structured learning supports long-term performance, professionalism and business sustainability.

To book an education update session for your advisers please contact your Corporate Relationship Manager to arrange a suitable time.

ACL Responsible Manager Forum (suitable for Australian Credit Licensees)

Date: Wednesday, 11 March

Time: 1:00pm – 3:00pm AEDT

Fee: $280

Where: Online (Zoom)

Host: Matthew Farley

A certificate of attendance outlining CPD hours will be awarded at the conclusion of this workshop. A full list of topics is available on our website.

AFSL Responsible Manager Forum (suitable for Australian Financial Services Licensees)

Date: Thursday, 19 March

Time: 1:00pm – 3:30pm AEDT

Fee: $340

Where: Online (Zoom)

Host: Dr Jenny Diggle

A certificate of attendance outlining CPD hours will be awarded at the conclusion of this workshop. A full list of topics is available on our website.

Financial Adviser Accelerator Suite expands with new topics

Kaplan Professional has expanded the Financial Adviser Accelerator Suite with a new set of practical topics designed to further strengthen capability across both technical and client engagement areas.

As client expectations continue to rise and advice scenarios become more complex, early career advisers must combine sound technical knowledge with strong communication skills and thoughtful decision-making. The latest additions to the suite support this ongoing professional development.

New modules include:

Techniques for building authenticity and trust with clients

Practical frameworks to enhance credibility, strengthen adviser presence and build more meaningful, long-term client relationships.

Considerations when calculating life insurance needs

Structured approaches to assessing appropriate cover, modelling client scenarios and supporting well-reasoned, client-centred risk advice.

Probabilistic thinking – managing with purpose

Applying probability-based thinking to improve strategic judgement and support more confident decision-making in uncertain environments.

These additions build on the Financial Adviser Accelerator Suite focus on applied, real-world learning, equipping advisers with skills that can be immediately implemented in practice.

The ongoing expansion of the Financial Adviser Accelerator Suite reflects Kaplan Professional’s commitment to supporting advisers as they continue to develop deeper expertise and deliver high-quality, client-focused advice.

Education options for advisers moving forward

For advisers who have now met the education standard, the focus shifts from compliance to opportunity.

Kaplan Professional offers clear pathways to build on the bridging courses and subjects already completed and convert that study into a full, recognised qualification. Advisers who have completed individual units toward the education standard may be eligible to articulate into the Graduate Certificate in Financial Planning or Graduate Diploma of Financial Planning, formalising their academic achievement and strengthening their professional standing.

From there, eligible Graduate Diploma alumni can upgrade to the Master of Financial Planning, completing the remaining subjects to attain a postgraduate qualification that positions them above the minimum regulatory requirement. The Master’s program also provides direct pathways toward leading professional designations, including CFP^® and SSA^®, enabling advisers to align academic progression with industry-recognised credentials.

Advisers who have completed the Graduate Diploma of Financial Planning are already eligible to obtain leading professional designations through the College for Financial Planning^®. This includes globally-recognised credentials such as the Accredited Behavioural Finance Professional^SM (ABFP^®) and Chartered Retirement Planning Counsellor^SM (CRPC^®) designation.

No further study is required to meet the education component for these certifications, allowing advisers to leverage their existing qualification to secure respected professional recognition and further strengthen their standing in the industry.

Beyond core qualifications, Kaplan Professional also offers access to additional specialist electives and professional designation pathways, allowing advisers to differentiate in areas such as superannuation, retirement, ethics and client strategy.

In short, completing the education standard doesn’t have to be the end point. With Kaplan Professional, it can be the foundation for higher qualifications, respected designations and long-term career progression.

Next steps

Contact your Corporate Relationship Manager to discuss the education options and pathways for your adviser network. Alternatively, contact 1300 135 798 (option 2) or email courseadvice@kaplan.edu.au.

Women in Finance Webinar – 3 March

Kaplan Professional will host a special Women in Finance webinar on Tuesday, 3 March, celebrating the achievements, leadership and career journeys of women shaping the financial services industry.

The session will explore leadership, career progression and the role education has played in supporting professional success across diverse areas of the sector.

Presenters include:

Sarah Carli

Graduate Diploma of Financial Planning dux, two-time Olympian and Financial Adviser at HLB Mann Judd.

Nawreen June

Graduate Diploma graduate, business owner and founder of a caregiving training institute in Bangladesh, with more than 20 years’ industry experience.

Janice Wong

Master of Applied Finance graduate and Director at BDO Sydney, specialising in governance, risk and assurance across financial services.

Webinar details

Date: Tuesday, 3 March

Time: 1:30pm AEDT

Location: Online (Zoom)

The webinar will include practical leadership insights, reflections on career growth, discussion on the impact of education in finance, and an interactive Q&A session.

Key dates for Study Period 2

Early access opens

Now

Early access to assessments

Now

Study period commences

9 March

Enrolments close and census

25 March

Study period ends

29 May

Exclusive alumni opportunity: Upgrade to the Master of Financial Planning

Kaplan Professional is offering eligible Graduate Diploma of Financial Planning alumni a limited-time opportunity to upgrade to the Master of Financial Planning at a fixed alumni price of $5,000.

This exclusive offer enables alumni to complete their remaining four subjects – two core subjects (FPC009 Complex Financial Planning and KAP001 Capstone Project) and two electives – at a substantially reduced cost compared to standard postgraduate tuition fees.

To access the offer, eligible alumni must enrol and commence their first subject by the Study Period 2 census date, 25 March 2026.

Upgrading to the Master’s degree provides advisers with the opportunity to deepen technical expertise, broaden strategic capability and position themselves strongly as professional standards across the industry continue to rise. The program also supports progression toward additional professional designations.

Full details, including subject structure, study plans and application steps, are available below.