Chartered Life Practitioner (ChLP)

The Chartered Life Practitioner (ChLP) - Take The Lead in Risk

The Chartered Life Practitioner (ChLP) designation is designed for risk advisers who seek to gain formal recognition as a specialist and to demonstrate their commitment to professional development and the financial advice profession. 

Curriculum Overview

AFA 1 - Business Strategy for Financial Advisers

Craft your strategy for a profitable & sustainable advice business. Many salaried and self-employed financial advisers have a business plan but few review, update and implement it. Does your strategy react to change and prepare you for the future?
Learning Outcome:Diagnose the health of your business and apply a strategic planning framework to achieve your career aspirations.
Business Project:Strategic Plan

AFA 2 - Client Experience Strategy

Craft a truly exceptional, targeted client experience using consumer research. Design your client advice experience to meet the changing needs of Australians, focussing on areas that research finds are valued most. Build exceptional adviser performance in communicaiton and emotional intelligence. 
Learning Outcome:Create a client enagement strategy to maintain & attract more ideal clients.
Business Project:Client Experience Strategy

AFA 3 - Advanced Risk Solutions

Align your advice solutions to the outcomes you want for your clients. Enhance your technical expertise and capability through a complex advice strategy paper. Take a strategic approach your clients' challenges and improve the financial wellbeing of your ideal client segment.
Learning Outcome:Align your advice solutions to client outcomes. 
Business Project:Complex advice strategy paper

AFA 4 - Professional Conduct & Governance for Financial Advisers 

Professional advice businesses have at their core great culture, behaviours and professional standards. Implement risk management strategies to build a culture that positively influences organisational behaviours and aligns business growth with professional best practice.
Learning Outcome:Develop a corporate governance plan that positively impacts behaviours and promotes consumer confidence.
Business Project:Governance Plan

 

  

Chartered Life Practitioner (ChLP) brochure