FPA chapter forum hailed a success
TheFinancial Planning Association(FPA) has hailed the meeting of its 31 chapters in Sydney as a huge success according to member services general manager, Rohan Burgess.
“In the past, the forum was a chance for the various chapters to rip shreds out of the FPA management however, this time we’ve had some very intelligent feedback from all the chapter chairs saying that it was a good forum,” Burgess says.
In the past the FPA has been criticized for failing to fully engage both members and chapters, and providing a united front for its membership base.
“Our end goal is to re-establish the value of membership in the eyes of our members. I have acknowledged that we haven’t engaged members and/or our chapters very well at all to date so the forum was the first stage of engaging chapters as part of the FPA community,” he says.
The main topics of discussion were the fallout from theAustralian Securities and Investments Commission/Australian Consumers’ Association report and the significant changes made to the FPA’s Certified Financial Planner (CFP) education program, allowing individuals with existing qualifications to be fast tracked through the program.
Burgess says the FPA does an inordinate amount of work on behalf of members, which many aren’t even aware of, such as work on guidelines, lobbying and developing networks and a local presence.
Burgess says the FPA, now 10 years old, is still moving towards cementing its position as a professional body and will continue to do so.
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