AFA announces its first Fellow graduates

AFA/compliance/financial-advisers/association-of-financial-advisers/

26 July 2010
| By Milana Pokrajac |

The Association of Financial Advisers (AFA) has announced the names of its first Fellows of Chartered Financial Practitioner (FChFP).

To qualify for the FChFP, advisers follow a pathway program of four units, which include ethics and compliance in practice, client engagement and advice and managing an advice business.

The AFA’s first Fellow graduates include AFA national president Dr Jim Taggart, who said the FChFP’s pathway program focused on delivering sustainable advice skills.

“Advisers today need a broad range of skills, including education, experience, technical knowledge and people skills,” Taggart said.

Dr Dennis Maddern, who as well as graduating from the program was the AFA’s 2009 Student of the Year, said he is honoured to have completed the program.

“The FChFP is like a mini [Master of Business Administration] for advisers. I recommend the course to all advisers who run, own or manage an advisory practice," Maddern said.

Among the AFA’s first Fellow graduates are Simone Demedici, Mark Maddern, Lisa Morgan, Zachary Maddern, Dean Hutchins and Steven Costall.

The FChFP is a post-nominal qualification that advisers can maintain regardless of whether or not they continue to be a member of the AFA.

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