Document ID: chunk:federal_register_of_legislation:F2024C00649:clause:2_5:p3
Version: federal_register_of_legislation:F2024C00649
Segment Type: clause
Provision Reference: sch 2 cl 5 (pt 3/3)
Character Range: 8229–11037

completed, during or after 2010 and before December 2013 the Accredited Estate Planning strategists (AEPS) offered by the Financial Advice Association of Australia Limited (formerly Financial Planning Association of Australia Limited); or
 (k) completed, during or after 1985 to December 1988, the Certified Practicing Accountants Associate Designation Program, offered by the CPA Australia Ltd (CPA-AD).

Completing approved study to attain a professional designation (2 credits)
 (3) For this Part, an existing provider has completed approved study to attain a professional designation, recognised as equivalent to AQF level 7 or higher, which is worth 2 credits, if he or she has:
 (a) completed all the following units of study as part of the 5 unit CFP® Certification Program offered by Financial Advice Association of Australia Limited (formerly Financial Planning Association of Australia Limited):
 (i) CFP1(A)—FPA Professionalism;
 (ii) CFP2(A)—Applied Strategies 1;
 (iii) CFP3(A)—Applied Strategies 2;
 (iv) CFP4(A)—Investment Strategies;
 (v) CFPC—Certification; or
 (b) completed all the following units of study as part of the CFP® Certification 1-4 Program offered by Financial Advice Association of Australia Limited (formerly Financial Planning Association of Australia Limited):
 (i) CFP 1—Professionalism, Ethics & Compliance;
 (ii) CFP 2—Comprehensive Financial Planning 1;
 (iii) CFP 3—Comprehensive Financial Planning 2;
 (iv) CFP 4—Practice Management; or
 (c) completed, after 2013, all the following units of study as part of the Fellow Chartered Financial Practitioner course offered by Financial Advice Association of Australia Limited (formerly Association of Financial Advisers Ltd):
 (i) AFA 1—Business Strategy for Financial Advisers;
 (ii) AFA 2—Client Experience Strategy;
 (iii) AFA 3—Advanced Advice Solutions;
 (iv) AFA 4—Professional Conduct & Governance for Financial Advisers; or
 (d) completed, after 2013, all the following units of study as part of the Chartered Life Practitioner course offered by Financial Advice Association of Australia Limited (formerly Association of Financial Advisers Ltd):
 (i) AFA 1—Business Strategy for Financial Advisers;
 (ii) AFA 2—Client Experience Strategy;
 (iii) AFA 3—Advanced Risk Solutions;
 (iv) AFA 4—Professional Conduct & Governance for Financial Advisers; or
 (e) completed, during or after 1989, the Certified Practicing Accountants Australia Program offered by CPA Australia Ltd, including completing at least 1 of the following electives:
 (i) Personal Financial Planning and Superannuation;
 (ii) Financial Planning Fundamentals;
 (iii) Superannuation and Retirement Planning;
 (iv) Investment Strategies;
 (v) Risk Advice and Insurance;
 (vi) Financial Risk Management.

Part 2—Approvals of degrees and qualifications