FPA’s De Gori boasts continuing relevance of CFP
Financial Planning Association (FPA) chief executive, Dante De Gori has written to planners reassuring them that the Certified Financial Planner (CFP) designation remains relevant and valuable despite the Financial Adviser Standards and Ethics Authority (FASEA) regime.
In doing so, he has claimed that the CFP designation is well-recognised by consumers and will stand planners apart.
“Possibly now more than ever, the value of the CFP designation cannot be understated,” he wrote. “Consumer trust is bruised. The CFP mark is a clearly recognisable way to differentiate yourself as holding the highest possible standards of education and ethics globally.”
“On that basis alone – that it’s in consumers’ best interest during this difficult time of change and uncertainty – the CFP designation stands you apart. Therefore I’d urge you to prioritise enrolling in the program by the 4 July deadline to continue on the path to becoming a CFP professional.
De Gori acknowledged the current FASEA exam and the need for financial planners to have commenced a minimum education standard of degree by 2024 and noted that while CFP professionals were not unaffected they “certainly have an advantage” because the CFP designation had been accredited for recognition of prior learning towards the new degree standard.
“It makes sense as a bachelor’s degree, or its equivalent, has been a requirement for the CFP designation for over 10 years,” he wrote. “In addition, the CFP Certification Program will provide you with recognition of up to four credits at some universities offering Master of Financial Planning program.”
Recommended for you
As larger Australian Financial Services licensees continue to expand their reach in an increasingly expensive industry to operate, how do smaller firms ensure they stay relevant and efficient?
HUB24 has added almost 600 advisers in the 2025 financial year as the platform capitalises on opportunities presented in wealth management.
Wealth Architects has acquired a Cairns-based advice practice as it seeks to expand its national advice presence.
While the overall gender wage gap has decreased slightly, the Financy Women’s Index reveals the gap has widened for employees in the financial and insurance services sector.
