Kaplan Professional unveils globally recognised financial advice designations

This in partnership with the College for Financial Planning

Kaplan Professional unveils globally recognised financial advice designations


By Mina Martin

Kaplan Professional has teamed up with the College for Financial Planning, a Kaplan US company, to bring three globally recognised financial advice designations to the Australian market.

This move aims to empower financial advisers and financial services professionals with distinguished qualifications, setting them apart as specialists in specific areas of financial advice.

The College for Financial Planning has been a pioneering institution in financial planning education, introducing the Certified Financial Planner certification in the United States more than 50 years ago. Today, the global provider of financial planning designations boasts 12 certifications and more than 100,000 designation holders worldwide.

Introducing specialist designations

The partnership between Kaplan Professional and the College for Financial Planning marks the first time Australian professionals can access these designations:

  • Financial Paraplanner Qualified ProfessionalSM (FPQP)
  • Chartered Retirement Planning CounsellorSM (CRPC)
  • Accredited Behavioural Finance ProfessionalSM (ABFP)

Eligibility for these designations is based on prior studies with Kaplan Professional, encompassing specific subjects or complete qualifications, with many candidates able to apply immediately.

“The introduction of these globally recognised designations to the Australian market offers more ways for individuals to showcase their hard-earned expertise and knowledge, enhancing their credibility and trust in the eyes of consumers,” Kaplan Professional CEO Brian Knight said.

Showcasing expertise to consumers

The designations address the growing consumer demand for certified specialists in various fields of financial advice.

“Those who earn these designations can showcase their credibility, expertise, and knowledge through added credentials on their adviser profile, website, business cards, and other digital marketing materials, which may help attract clients and employers seeking well-qualified financial advisers and financial services professionals,” Knight said.

“The achievement can be further amplified through a digital badge, which allows individuals to easily share verified proof of each designation (including the process required to earn it), wherever and whenever they choose.”

Future plans and securing the designations

Kaplan Professional plans to introduce more global designations from the College for Financial Planning to the Australian market soon.

With a one-off fee of $395 for certification assessment and issuance, and a renewal fee of $90 every two years, professionals can maintain their designations alongside annual CPD requirements under the Financial Adviser Standards. An introductory discount of 15% on the certification fee is available until 30 June 2024.

For more information on how to apply for the FPQP, CRPC, and ABFP designations, visit Kaplan Professional's website.

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