Fellow Chartered Financial Practitioner

Program Description

The AFA’s Executive FChFP Program is designed to meet growing demand for aspiring leaders seeking the advanced technical discipline to confidently move to the next level of their careers.
Through a process of continuous improvement, the AFA has focused on the needs of today’s increasingly competitive marketplace, providing existing and aspiring practitioners with the opportunity to develop specialist knowledge and expertise in practice management.
The program is designed to equip you with:

• An appreciation of compliance and ethics standards in line with best practice standards
• The expertise to formulate and implement sophisticated financial solutions for retail clients
• High level client engagement skills to effectively communicate complex financial strategies
• Highly sought after qualification that is recognised across multiple jurisdictions

“I have learnt so much from the FChFP course that I am doing at present and
will ensure that I get much of my other planners to do it.”

- Alen Galeb

The key features of the AFA’s Executive FChFP Program are detailed below to assist advisers make arguably the most important decision towards securing their career and professional standing within the financial advice industry. 

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Successfully completing the following four competency-based education courses will enable you to use the FChFP post nominal …

The fourth course (AFA 4) develops a range of skills to improve professional practice management, including marketing, HR, IT, profitability modeling and business planning.

The third course (AFA 3) enables advisers to effectively provide financial advice and assist clients to implement financial solutions to their identified needs.

The second course (AFA 2) further developa advice process skills including fact finding, risk profiling, developing advice relationships and building referral networks.

The first course (AFA 1) helps advisers recognise the role of ethics and compliance in the financial advice industry and the importance of their incorporation into business practice.

… and obtain the Fellow Chartered Financial Practitioner (FChFP).

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Upon successful completion of the above four specialist courses and fulfilment of the AFA membership and industry experience requirements, you will be awarded the industry-recognised and accredited FChFP designation, a mark of the Asia Pacific Financial Services Association (APFinSA). The FChFP designation is recognised in 12 countries, allowing graduates the opportunity to develop their financial careers internationally.

* Above prices assume full AFA discounts apply

Download Here the AFA's FChFP Pathway brochure.

Click Here to view answers to frequently asked questions about the AFA FChFP Education Program