FPA partners with Kaplan and RMIT



The Financial Planning Association of Australia (FPA) has partnered with Kaplan and RMIT University to combine a Master of Financial Planning with the Certified Financial Planning (CFP) Certification Program.
Kaplan had begun to enrol students for its June/July intake and its Financial Adviser Standards and Ethics Authority (FASEA) approved Masters degree had been mapped against CFP certification units one-to-four, and would include the CFP certification capstone as an elective option.
RMIT University would begin commencing students for its first semester in 2021.
Dante De Gori, FPA chief executive, said it was a win for financial planners as they would not only receive a Masters degree, but also have satisfied all of the education requirements of the CFP Certification Program.
“Our growing number of partnerships with leading education providers around Australia is a significant benefit for financial planners, who are now able to graduate with both an academic qualification and the highest global professional designation in financial planning, which is recognised in 27 countries around the world,” De Gori said.
“We are aligning our education options with other professions like accounting, where professional designations are already imbedded into their academic programs.”
The FPA said it aimed to offer choice and flexibility to financial planners by partnering with education providers, which included a partnership with Deakin Business School in February.
Recommended for you
Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from a rogue algorithm.
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley.
Australian investors are more confident than their APAC peers in reaching their financial goals and are targeting annual gains of more than 10 per cent, according to Fidelity International.
Zenith Investment Partners has lost its head of portfolio solutions Steven Tang after 17 years with the firm, the latest in a series of senior exits from the research house.