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Self Paced Training

CPD on-line provides members access to remote professional development solutions. We aim to provide high quality and relevant virtual CPD solutions to support our members in meeting their CPD requirements, regardless of where they are located.

The Rules of Client Engagement

Imagine turning every stranger into a client who you connect with and who wants to do business with you. This new online program shows you what it takes to build a trust based business in today’s environment and will fine tune your communication skills to take your client relationships to another level – to build a sustainable (and satisfying) business in a fee-for-service environment.
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FPA CPD Assessor Training Program

The FPA CPD Assessor Program walks you through the requirements of the new 2009 CPD Policy and shows you how to assign points using the new accreditation process and supporting guidelines.
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FPA Code of Professional Practice Induction Program

As an FPA practitioner member, you will work to the FPA Code of Professional Practice - The Pillars of our Profession. This document defines the standards and the ethical framework that are expected of you as practising member of the FPA.
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Professional Development is not an end in itself; it is continuous and directed towards maintaining the professional knowledge, skills and competence necessary for the diligent and competent practice of the the profession of financial planning as well as encouraging acceptance of its status as a profession by the communities it relates to.

Deen Sanders FPA Deputy CEO & Head of Professionalism.