Kaplan Skilled unveils globally recognised monetary recommendation designations

Kaplan Skilled has teamed up with the School for Monetary Planning, a Kaplan US firm, to deliver three globally recognised monetary recommendation designations to the Australian market.

This transfer goals to empower monetary advisers and monetary providers professionals with distinguished {qualifications}, setting them aside as specialists in particular areas of economic recommendation.

The School for Monetary Planning has been a pioneering establishment in monetary planning schooling, introducing the Licensed Monetary Planner certification in the US greater than 50 years in the past. At the moment, the worldwide supplier of economic planning designations boasts 12 certifications and greater than 100,000 designation holders worldwide.

Introducing specialist designations

The partnership between Kaplan Skilled and the School for Monetary Planning marks the primary time Australian professionals can entry these designations:

• Monetary Paraplanner Certified ProfessionalSM (FPQP)
• Chartered Retirement Planning CounsellorSM (CRPC)
• Accredited Behavioural Finance ProfessionalSM (ABFP)

Eligibility for these designations is predicated on prior research with Kaplan Skilled, encompassing particular topics or full {qualifications}, with many candidates in a position to apply instantly.

“The introduction of those globally recognised designations to the Australian market gives extra methods for people to showcase their hard-earned experience and information, enhancing their credibility and belief within the eyes of shoppers,” Kaplan Skilled CEO Brian Knight stated.

Showcasing experience to shoppers

The designations tackle the rising client demand for licensed specialists in varied fields of economic recommendation.

“Those that earn these designations can showcase their credibility, experience, and information via added credentials on their adviser profile, web site, enterprise playing cards, and different digital advertising supplies, which can assist entice purchasers and employers in search of well-qualified monetary advisers and monetary providers professionals,” Knight stated.

“The achievement could be additional amplified via a digital badge, which permits people to simply share verified proof of every designation (together with the method required to earn it), wherever and at any time when they select.”

Future plans and securing the designations

Kaplan Skilled plans to introduce extra international designations from the School for Monetary Planning to the Australian market quickly.

With a one-off charge of $395 for certification evaluation and issuance, and a renewal charge of $90 each two years, professionals can keep their designations alongside annual CPD necessities below the Monetary Adviser Requirements. An introductory low cost of 15% on the certification charge is out there till 30 June 2024.

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