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FPA Approved Degree ListFOR ENTRY TO CFP CERTIFICATION PROGRAM or FPA MEMBERSHIP – JUNE 2014The Financial Planning Education Council (FPEC) is an independent body responsible for raising the standard of financialplanning education. FPEC have approved the courses listed below as satisfying the education entry pre-requisite for the CFP Certification Program.To ensure that courses are academically rigorous and reflect current financial planning practice, approval is granted for a finiteperiod of time. This is expressed as registration renewal due date which is listed in Education Provider column. It is the educationprovider’s responsibility to re-apply to us for a further approval period. You need to be enrolled before this date for us to consideryour qualifications. If your course is not on the list below, you can apply for a pre-enrolment approval via our website.Students commencing an approved course before the registration expiry date are allowed to complete the qualification within theEducation Provider’s rules. Graduates of programs should therefore also refer to the expired registration list.Please note, Diploma, Advanced Diploma or Graduate Diploma studies on their own do not satisfy the educationrequirements for admission as a CFP practitioner unless held together with a Bachelor or Masters degree.Exemptions are only available for CFP 2, CFP 3 and CFP 4 and are for study within 10 years. There are no exemptions forCFP 1 or CFP Certification units.“Cross credits” are credits granted by education providers towards a degree for members who have completed all CFP CertificationProgram units. They are reverse exemptions, ie credits towards a post graduate qualification. Arrangements should be confirmed foreach specific situation. Some cross credits may be granted on an individual basis where a formal arrangement has not been agreedwith the FPA. Commonly cross credits must be used within 10 years.Education ProviderQualificationEntryToCFPExemptionCFP 2, 3 &4Credits intoMastersUniversitycontactMaster of Applied Finance with studies inFinancial Planning:Charles Sturt Universitywww.csu.edu.auRegistration renewal dueMarch 2017Central QueenslandUniversitywww.cqu.edu.auRegistration renewal due November2014Curtin Universityof Technology YesYesCross creditspossible onapplication tothe university.Dr DianneMcGrathYesNoNot applicableDr BaliiraKalyebaraYesYes4 cross-creditsFinancial Planning (FIN560)Risk Management and Insurance(FIN562)Estate Planning (FIN563)Superannuation and Retirement Planning(FIN564)Bachelor of Financial PlanningBachelor of Financial Planning / Bachelor ofAccountingMaster of Financial Planningwww.curtin.edu.auDr Elson GohBachelor of Commerce (Financial Planning)Registration renewal dueDecember 2018Bachelor of Commerce (Accounting &Financial Planning)YesNoNot applicableFinancial Planning Association of Australia–Professional DesignationsGPO Box 4285, Sydney NSW 2001 Fax: 02 9220 4580 Email: education@fpa.asn.auOr call us on 1300 337 301 for further assistance.FPA Approved Degree List 6/14

FPA Approved Degree ListFOR ENTRY TO CFP CERTIFICATION PROGRAM or FPA MEMBERSHIP – JUNE 2014Education ProviderQualificationEntryToCFPExemptionCFP 2, 3 &4Credits intoMastersUniversitycontactBachelor degree includingDeakin Universitywww.deakin.edu.auRegistration renewal due 30 June 2017 Fundamentals of Finance MAF101Money and Capital Markets MAF 202Financial Planning MAF 255Superannuation Planning MAF 311Advanced Financial Planning MAF312Equities and Investment Analysis MAF307YesNoNot applicableDr Adrian RafteryPrinciples of Income Tax Law MLC 301Business Law MLC 101 OR Law inBusiness MLC 201Building Client Relationships MAF315(students from 2015)Estate Planning MAF316 (from 2015)Master of Financial PlanningYesYes4 cross-creditsYesYesNot availableMaster of Commerce (Financial Planning)Griffith Universitywww.griffith.edu.auRegistration renewal dueFebruary 2018Exemptions are granted subject to completionof full degree including 12 compulsory subjectsBachelor of Commerce (Financial Planning)Bachelor of Commerce (Professional)Financial PlanningProf Mark BrimbleYesNoNot applicableYesConditional6 subjects forBachelors plusCFPdesignationSue-Ann StanfordYesNoNot applicableMarc OlynykYesNoNot applicableDr Larry LiBachelor of Commerce (Accelerated)Financial PlanningKaplan Higher Educationwww.kaplanprofessional.edu.auRegistration renewal dueDecember 2018Latrobe Universitywww.latrobe.edu.auRegistration renewal due 30 June 2018RMIT Universitywww.rmit.edu.auMaster of Financial PlanningNB Exemptions do not apply for “upgradesubjects”Exemptions require core plus: Debt StrategiesSelf Managed Superannuation FundsFinancial planning major (8 subjects) within aBachelor degreeStudents who commenced prior to existence ofthe major must complete the Financial Planning“specialisation”(7 subjects)Bachelor of Business in Financial Planningthrough Open University ProgramRegistration renewal due 30 June 2015Financial Planning Association of Australia–Professional DesignationsGPO Box 4285, Sydney NSW 2001 Fax: 02 9220 4580 Email: education@fpa.asn.auOr call us on 1300 337 301 for further assistance.FPA Approved Degree List 6/14

FPA Approved Degree ListFOR ENTRY TO CFP CERTIFICATION PROGRAM or FPA MEMBERSHIP – JUNE 2014Education ProviderTAFE NSW elor of Applied Finance (FinancialPlanning)EntryToCFPExemptionCFP 2, 3 &4Credits intoMastersUniversitycontactYesNoNot applicableDiana BugarcicYesNoNot applicableDr Abu MollikYesYes4 cross-creditsDr John AndersonMaster in Financial PlanningRequirement for approved unit on EstatePlanning and Insurance is mandatory forstudents commencing from 2014YesYes1 cross-creditMichele SharpBachelor of Business (Financial Planning)YesNoNot applicableProf Sajid AnwarMaster of Commerce (Financial Planning)New course planned from 2015YesYes2 cross-creditsDerek GleesonRegistration renewal due30 June 2019University of Canberrawww.canberra.edu.auRegistration renewal due31 December 2014Bachelor of Commerce (Financial Planningmajor)Bachelor of Finance (Financial Planningmajor)Master of Financial Services incorporatingGraduate Certificate and Graduate Diploma.Must include:University of New England www.une.edu.au Accredited for courses commenced priorto 30 June 2014Please contact the University for furtherclarification University of NSWwww.unsw.edu.auRegistration renewal due31 December 2016Financial Planning and WealthManagement (GSB608)Investment Management in FinancialPlanning (GSB611)Risk Management and Insurance(GSB609)Superannuation and Retirement(GSB610)Developing the Financial Plan (GSB612)University of the SunshineCoastwww.usc.edu.auRegistration renewal due31 August 2018University of WesternSydneywww.uws.edu.auRegistration extended until December2014Financial Planning Association of Australia–Professional DesignationsGPO Box 4285, Sydney NSW 2001 Fax: 02 9220 4580 Email: education@fpa.asn.auOr call us on 1300 337 301 for further assistance.FPA Approved Degree List 6/14

FPA Approved Degree ListFOR ENTRY TO CFP CERTIFICATION PROGRAM or FPA MEMBERSHIP – JUNE 2014Education ProviderQualificationOther Universities Degreesvia transcript reviewOther degree Approved Bridging ProgramNB If you are a graduate ofa non-listed program,check the expired list thatfollows.EntryToCFPExemptionCFP 2, 3 &4Credits intoMastersUniversitycontactBridging programs can be other approveddegrees or part-degrees.Minimum approved bridging program is forFinancial Degree (eg BComm, BEc, BAcc)and Diploma of Financial Services/Planningincluding ASIC competencies for: financial planning,superannuation,life insurance andmanaged investmentsYesNoNot applicableN/AMinimum bridging program for a NonFinancial Degree is both Diploma andAdvanced Diploma of FinancialServices/Planningincluding ASIC competencies for: financial planning,superannuation,life insurance andmanaged investmentsFor further information, refer to FPAApproved Bridging Course list.Or apply for pre-approval via our websiteFinancial Planning Association of Australia–Professional DesignationsGPO Box 4285, Sydney NSW 2001 Fax: 02 9220 4580 Email: education@fpa.asn.auOr call us on 1300 337 301 for further assistance.FPA Approved Degree List 6/14

FPA Approved Degree ListFOR ENTRY TO CFP CERTIFICATION PROGRAM or FPA MEMBERSHIP – JUNE 2014Expired registration/discontinued coursesWhere a course was previously approved by the FPA, the FPA will honour the registration for graduates who commenced thequalification before the registration expiry date. Evidence of continued employment in the financial planning industry betweengraduation and application for entry into the CFP certification program will be required.Advanced standing (or exemptions) is only available for courses within 10 years from completion.Education ProviderCurtin UniversityCentral QueenslandUniversityDeakin UniversityFinancial ServicesInstitute of Australasia(Finsia)Griffith UniversityKaplan Higher EducationQualificationExpiredBachelor of Commerce (Economics & Financial Planning)Approved for entry, no exemptions25 August 2011Bachelor of Accounting (Financial Planning)Approved for entry, no exemptionsDecember 2013Master of Wealth ManagementApproved for entry and exemptionsCourse completed byend 2011Graduate Diploma of Financial Planning.Approved for entry (with a Bachelor’s or Master’s degree) and approved for exemptions.Course completed by31 December 2008Masters of Business Administration (Financial Planning)Approved for entry and exemptionsDecember 2012Specialisation notofferedGraduate Diploma of Applied Finance (Financial Planning Major)(completed by 31 December 2010)31 December 201031 December 2013Graduate Diploma of Financial Planning (commenced 2010)including the following units: Financial Planning Fundamentals (FIN211)Investment Products (FIN212)Superannuation and Retirement Planning (FIN213)Insurance, Estate and Succession Planning (FIN214)Approved for entry (with a Bachelor’s or Master’s degree) and approved for exemptionsMaster of Applied Finance (Financial Planning Major)Approved for entry and exemptions31 December 2013Masters degree containingLa Trobe University Principles of EconomicsPrinciples of FinanceFinancial PlanningRetirement and Estate PlanningCase Studies in financial planningPortfolio ManagementClosed by theuniversity to newenrolments from 2015Debt securitiesEquity securitiesApproved for entry and exemption to CFP4Financial Planning Association of Australia–Professional DesignationsGPO Box 4285, Sydney NSW 2001 Fax: 02 9220 4580 Email: education@fpa.asn.auOr call us on 1300 337 301 for further assistance.FPA Approved Degree List 6/14