FPA puts CFP delivery up for tender
The Financial Planning Association (FPA) has invited tenders for the delivery of its Certified Financial Planner (CFP) program as it enters the next phase of its education revamp - a move that follows the outsourcing of its entry level education programs to Tribeca Learning.
“The review we have been doing in terms of delivery of the CFP and continuing professional development follows our decision to get out of entry level education - it is all a part of the bigger picture,” an FPA spokesperson told Money Management.
Tribeca was awarded the contract to run the Diploma of Financial Services (DFS) and Advanced Diploma of Financial Services (ADFS) in July after the FPA took the decisions in March to outsource the programs.
At the time Tribeca signalled its interest in also taking on the CFP program.
The tender is divided into two parts and the FPA has invited interested parties to apply for either, or both parts.
The first area is focused on the supply of with content development, design and delivery of assessment, results processing and notification of results of the CFP Certification program.
The second includes the provision of logistical services in the reproduction, printing, mailing and delivery of all learning and ancillary materials to enrolled students.
The FPA will receive tenders up until 4pm on September 27, 2004.
Recommended for you
Remediation and litigation costs have led AMP to announce a reduced statutory net profit after tax of $98 million for the first half of 2025.
Stakeholders in the professional year discussion underscore the challenges in the current pipeline and what is holding back licensees from taking on new candidates.
Colonial First State has partnered with JP Morgan Asset Management to make its inaugural private equity allocation, continuing the firm’s expansion into unlisted asset classes.
Two law firms have highlighted licensees’ responsibility to ensure they have sufficient cyber security measures in light of the enforcement action against Fortnum Private Wealth.
