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Kaplan Professional has partnered with the College for Financial Planning® – a Kaplan US company – to offer three globally-recognised designations in Australia. Over 50 years ago, the College for Financial Planning® introduced the CERTIFIED FINANCIAL PLANNER™ certification in the United States*, which is now the world’s most recognised financial planning credential. The College for Financial Planning® today is one of the largest and most respected worldwide providers of financial planning designations with 12 global certifications available and more than 100,000 designation holders worldwide. You can apply to earn these globally-endorsed designations based on your previous studies with Kaplan Professional, whether that be specific subjects or a full qualification.
* In 1969, the International Association for Financial Planners (IAFP) and the College for Financial Planning were created to help meet the financial needs of Americans. In 1985, the College entered an agreement to establish an independent, nonprofit certifying and standards-setting organisation. Ownership of the CFP® marks and responsibility for continuing the CFP® certification program was transferred to the new organisation, International Board of Standards and Practices for Certified Financial Planners, Inc. (IBCFP), now known as CFP Board.
Apply before 30 June 2024 to save 15% off the initial certification fee and be among the first in Australia to achieve one of these globally-recognised financial advice designations. Find out more.
Apply before 30 June 2024 to save 15% off the initial certification fee and be among the first in Australia to achieve one of these globally-recognised financial advice designations.
Showcase your hard-earned expertise and knowledge as a specialist in your field, enhancing your credibility and trust in the eyes of consumers. Bolster your credentials to complement your education, experience and any other designations you may have earned.
If you have already completed education as part of the Financial Adviser Standards, regardless if you qualify for the experience pathway or not, the three designations are designed to offer recognition and reward for your efforts.
As consumers actively seek financial advisers who are certified specialists in their particular field, these designations allow you to further differentiate yourself from your peers and other industry participants.
The ABFP® designation showcases technical proficiency and a thorough understanding of psychological theories of behavioural finance. Designed for mid-career and advanced career financial advisers, distinguish yourself from your peers with your capability to understand what drives the markets, and investors’ motivations and decision-making behaviours.
Mid-career and advanced career financial advisers and investment professionals (FAR registered) who can demonstrate foundational knowledge of behavioural finance history, portfolio construction principles, and best practices for integrating behavioural finance theories into real-life situations.
Showcase you hold the following specialist knowledge:
As financial advisers face an increasingly complex onslaught of retirement planning questions as aging baby boomers look for investments to meet their lifestyle needs in 10 years, 20 years and beyond, the (CRPC®) is for individuals who want to showcase their experience, knowledge and skills in delivering comprehensive retirement advice to clients. It is also suitable for those who want to grow their business in this in-demand and specialist area of financial advice.
Experienced financial advisers (FAR registered) who are focused on retirement planning for individuals, including pre-and post-retirement needs, asset management and estate planning.
The FPQP® is an ideal way for new and existing paraplanners to showcase their capabilities. It is also suitable for frontline employees and support staff to highlight their industry experience, and the foundational knowledge and skills they have gained throughout their career.
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Am I eligible to apply for a College for Financial Planning® specialist designation?
Kaplan Professional financial planning courses and subjects have been mapped to College for Financial Planning® designation programs.
To be eligible for the CRPC® and ABFP® individuals must:
To be eligible for the FPQP® individuals must:
I have received RPL for a required subject/s for the designation, am I eligible to apply?
Individuals who have been awarded Advanced Standing or Recognised Prior Learning (RPL) for one (1) the of required subject/s for either the CRPC® and ABFP® designations may be eligible if they have also completed a Graduate Diploma of Financial Planning and are registered on the FAR.
Apply now
How do I apply for a College for Financial Planning® specialist designation?
Complete the application form on this page and one of our RPL assessment team members will review your eligibility. This process can take up to 10 working days. Once the application has been assessed, you will receive an email detailing next steps.
Individuals applying for the ABFP® or CRPC® designations will need to provide the following information:
Individuals who have been awarded Advanced Standing or Recognised Prior Learning (RPL) for one (1) of the required subject/s for either the ABFP® or CRPC® designations may be eligible if they have also completed a Graduate Diploma of Financial Planning and are registered on the FAR.
Individuals applying for the FPQP® Designation will need to provide the following information:
I am interested in becoming a College for Financial Planning® designation holder and need some support.
If you are considering becoming a College for Financial Planning® designation holder and have not yet applied, but have questions or need support, please get in touch in one of the following ways:
I am a College for Financial Planning® designation holder and I need some support.
Kaplan Professional will provide any support or assistance required by an Australian College for Financial Planning® designation holder. If you have a question or need support, please contact us your preferred way:
Limited Introductory Offer
Apply before 30 June 2024 to save 15% off the initial certification fee.
What are the fees and charges to become a College for Financial Planning® designation holder?
In addition to the tuition fees with associated course/subjects you are required to complete, the following fees apply:
Digital badges can be showcased in email signatures or a digital résumé, and on social media sites such as LinkedIn. The digital badge contains verified metadata that describes your designation and the process required to earn it.
Digital badges easily allow you to quickly share verified proof of the achievement of your designation, wherever and whenever you choose. Kaplan Professional and College for Financial Planning® digital badges are represented by a digital image that, once clicked on by a colleague or employer, will display verified information. This includes issue date, what it took to earn the digital badge, and the steps you undertook to earn your designation.
Click here to learn more about digital badges.
What is the College for Financial Planning® designation renewal process?
Designation holders will receive a renewal notification email prior to the designation expiry date. This email will remind designation holders to submit a renewal application and provide a CPD learning report. Individuals that have met the renewal requirements will be issued with a renewal fee invoice.
I am not a current Ontrack (CPD/continuing education platform) subscriber. How will you check I have met the CPD requirements?
If a designation holder has completed and recorded their CPD with an alternative provider, they will be required to provide evidence of this as part of the renewal process. This is generally a report from a current or previous licensee they have worked for. Once we have received this, we will add this detail to Ontrack as Supplementary Learning (external training).
Paraplanning courses FAQs
Financial planning courses FAQs
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