The SMSF Affiliation has joined forces with the Monetary Planning Affiliation (FPA) to launch an categorical pathway for the valued SMSF Specialist Advisor (SSA®) designation.
The pathway applies to FPA members holding the Licensed Monetary Planner (CFP®) designation, who can be exempt from finishing the 9 normal training modules.
As a substitute, they may obtain complete studying supplies and have entry to elective digital drop-in periods after enrolling in this system, in addition to with the ability to sit the on-line SSA examination at a time that fits their schedule. They can even obtain a 50 per cent low cost on the enrolment charge, saving $990 on the standard price.
FPA CEO Sarah Abood says this new SSA pathway is a powerful recognition of the rigorous coaching and training already accomplished by CFP holders. “The SSA designation is very regarded within the SMSF sector, and this categorical pathway provides our CFP members who work on this space a less expensive and quicker approach to be recognised as SMSF Specialist Advisers.”
SMSF Affiliation Deputy CEO and Director of Coverage & Schooling, Peter Burgess, says CFPs doing this system will be capable to attend elective on-line technical coaching and examination preparation periods with the Affiliation’s technical group, in addition to getting access to complete SMSF coaching supplies.
“For these offering SMSF recommendation, the significance of getting the required competencies to take action, and sustaining these competencies over time, has been highlighted in ASIC’s up to date SMSF recommendation steerage for licensees and advisers.
“The SSA designation supplies unbiased verification of an adviser’s competencies to supply specialist SMSF recommendation in addition to demonstrating their dedication to ongoing private growth on this recommendation house.”
FPA members enrolling within the SSA program want to hitch the SMSF Affiliation as an Affiliate member, if they don’t seem to be already a member. Their membership standing is mechanically upgraded to Specialist member standing on efficiently finishing this system.