Accredited Behavioral Finance Professional℠ (ABFP®)

Issued by Kaplan Professional Australia

Awarded on behalf of the College for Financial Planning, individuals who hold the ABFP® designation have completed postgraduate units that encompasses adviser emotional competencies, client interactions, and financial planning advice via a thorough exploration of psychological explanations for economic behavior and hands-on practice of knowledge. Individuals must also be authorised to provide personal financial advice on the ASIC Financial Adviser Register.

Type Certification
Level Intermediate
Time Years
Cost Paid

Additional Details

Skills

Behavioural Finance
Client Engagement
Client Motivation
Ethics and professionalism
Financial Planning
Financial planning legislation and regulations
Investment Planning

Earning Criteria

Successfully complete a series of specific postgraduate units via coursework or Recognition of Prior Learning (RPL) with Kaplan Professional. A maximum of 1 unit may be completed via RPL.
Be authorised to provide personal financial advice on the ASIC Financial Adviser Register.
A one-off certification fee of $395 is payable on successful application. A renewal fee of $90 is payable every 2 years.
To renew their designation, ABFP® professionals must provide evidence every 2 years to demonstrate they have completed 40 hours of CPD per year in line with the requirements under the Corporations Amendment (Professional Standards of Financial Advisers) Act 2017.

Standards

College for Financial Planning designation standards