SMSF Association and FPA team up on new SMSF advisor pathway

By Penny Pryor

The SMSF Association and the Financial Planning Association (FPA) will launch an express pathway for the SMSF Specialist Advisor (SSA®) designation for FPA members holding the Certified Financial Planner (CFP®) designation.

Those advisors will be exempt from completing the nine standard education modules and will instead receive comprehensive learning materials and have access to optional virtual drop-in sessions after enrolling in the program. They will also be able to sit the on-line
SSA exam at a time that suits their schedule.

"The SSA designation is highly regarded in the SMSF sector, and this express pathway offers our CFP members who work in
this area a cheaper and faster way to be recognised as SMSF Specialist Advisers," FPA chief executive officer Sarah Abood said.

Those enrolled in the new pathway will also receive a 50 per cent discount on the enrolment fee, saving $990 on the usual cost.

CFPs doing the program will be able to attend optional on-line technical training and exam preparation sessions with the SMSF Association's technical team.