A new education benchmark for financial services professionals
Financial advisers who have achieved the international certification, Fellow Chartered Financial Practitioner, possess the financial planning skills fundamental to the delivery of quality financial advice. Financial advice transforms people’s lives. Research tells us it’s not just the technical knowledge that makes a difference. It’s how those knowledge and skills are practically applied.
The financial world is complex and often hard to understand. The pace of change is accelerating. Consumers’ expectations are changing and advances in technology are uncovering opportunities for everyone that were previously unimaginable. The Fellow Chartered Financial Practitioner delivers new thinking for a new financial advice profession. That’s why the Fellow Chartered Financial Practitioner is the certification for the modern financial practitioner.
Consumers seeking life-changing financial advice: With a financial adviser who has achieved the Fellow Chartered Financial Practitioner Certification, consumers know they are in good hands. Fellow Chartered Financial Practitioners, have both the technical knowledge and practical expertise to help consumers reach their financial aspirations.
Regulators and policy-makers: APFinSA member countries prescribe for their individual members the highest standard of ethical and professional conduct.
Practitioners and business leaders: The Fellow Chartered Financial Practitioner Certification provides the modern financial adviser with the tools to adapt and thrive – qualities that will provide you with a meaningful career advantage.
Professional bodies and associations: The Fellow Chartered Financial Practitioner is the pre-eminent mark of professionalism and the certification for the modern financial practitioner.
Why choose the Fellow Chartered Financial Practitioner (FChFP)?
- Completion of the FChFP Certification demonstrates your unwavering commitment to professionalism, and that you possess the knowledge and skills required to successfully meet the rigorous competency and ethical standards of APFinSA.
- The FChFP Certification is built around the needs of the modern financial practitioner and is specifically designed to cover the concepts and skills you will use in all stage of your career.
- Financial services practitioners, advisers and executives will gain an understanding of the step-by-step process of providing professional financial advice to clients in areas of investments, insurance, retirement and estate planning.
- The assessments encourage progress learning and develop the technical, interpersonal, ethical and client engagement skills, enabling individuals to build their knowledge as they move through the course.
FChFP Learning Approach
Our blended learning approach provides our candidates with a practical and innovative education pathway through an effective mix of traditional face-to-face and online learning.
The FChFP learning experience is highly individualised and prepares our candidates to successfully apply theory to real-world practice.
FChFP Curriculum Framework & Outcomes
Subjects
Subject 1: Financial Planning Fundamentals
Subject 2: Investment Planning
Subject 3: Insurance & Risk Management
Subject 4: Retirement Planning
Subject 5: Fundamentals of Estate Planning
Subject 6: Presenting a Financial Plan (Capstone)
Entry requirements
Candidates must be licensed by an approved financial institution, have a minimum of three (3) years of relevant experience and be over 21 years of age.
Membership
Candidates applying for the FChFP program are to maintain active membership with the local appointed course provider.
Completion
The FChFP Certification will be awarded by APFinSA to candidates upon successful completion.
Code of Ethics
All individuals are bound by a Code of Ethics and Professional Standards, and are to uphold the behaviours and ethical standards of a Fellow Chartered Financial Practitioner.
Enquire Now