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In an increasingly competitive environment, financial advisers across the country are looking for ways to stand out from the crowd and further specialise in their career.

Kaplan Professional is proud to partner with the SMSF Association, offering advisers the opportunity to enhance their credentials and specialise in one of the fastest growing sectors of the superannuation industry.

To achieve both Kaplan Professional’s FAS-approved Master of Financial Planning and the SMSF Association’s SSA® designation, you’ll need to successfully complete:

You’ll be granted advanced standing into the Master of Financial Planning. This means Graduate Diploma of Financial Planning graduates will be required to complete just four more subjects and Graduate Certificate of Financial Planning graduates required to complete eight more subjects*.

*This is based on Kaplan Professional’s postgraduate financial planning qualifications.  Qualifications completed elsewhere will be assessed for advanced standing on a case-by-case basis. 

Simply complete the one subject – FPE020 SMSF Regulations and Taxation – to be eligible to apply for the SMSF Specialist Advisor™ (SSA®) designation.

 

 

About the SMSF Association

The SMSF Association is the independent, professional body representing Australia’s self-managed super fund sector. We are here to improve the quality of advice and the credibility and health of a vibrant SMSF community. We believe that every Australian has the right to a good quality of life in retirement and the right to control their own financial destiny.

Our vision is to enable Australians to take greater control of their own financial destiny through a sustainable SMSF community.

Our mission is to lead the professionalism, integrity and sustainability of the SMSF sector.

Enrol in the FPE020 SMSF Regulations and Taxation elective subject and claim a complimentary 12-month SMSF Association Membership

Individuals enrolled in the FPE020 SMSF Regulations and Taxation elective subject can enjoy up to 12-months of complimentary SMSF Associate Membership (valued at $640) as this subject is being completed. On claiming this offer, students will receive complimentary membership until 31 March of the following calendar year. The SMSF Association membership cycle runs 1 April – 31 March. Terms and conditions apply*. Claim now.

SMSF Associate Members will gain access to additional resources that can support their studies, such as:

  • Technical Resources dedicated to specific learning areas
  • Previous Conference Session Recordings delivered by Leading Industry Experts
  • Sector Research Papers
  • Direct SMSF Support from our Technical Research Service
  • 10 Complimentary CPD Hours Annually
  • Member Pricing for Further Association Webinars and Events
  • Daily SMSF news digests, to keep you up to date with the latest developments
  • Opportunities to grow your network and connect with experienced SMSF professionals

* To be eligible, you must register for this offer within 12 months of enrolment in FPE020 SMSF Regulations and Taxation with Kaplan Professional, and not be a current financial member of the SMSF Association.

 

Benefits of SMSF Specialist Adviser™ (SSA®) designation

growing-your-profile-with-exclusive-branding-and-find-a-specialist-online-directory-listing

Growing your profile with exclusive branding and ‘Find a Specialist’ online directory listing

remaining-at-the-forefront-of-the-smsf-sector-to-ensure-best-practice-standards

Remaining at the forefront of the SMSF sector to ensure best-practice standards

achieving-an-industry-leading-designation-ssatm

Achieving an industry-leading designation (SSATM)

enhancing-your-current-smsf-skills-and-knowledge

Enhancing your current SMSF skills and knowledge

independent-recognition-of-your-smsf-expertise

Independent recognition of your SMSF expertise

Becoming an SMSF Specialist provides you with independent recognition of your SMSF expertise and knowledge with the industry-leading SMSF Specialist Adviser™ (SSA®) designation.

Attaining the highly-coveted SSA® designation demonstrates your knowledge to clients and your peers, while positioning you as an SMSF industry leader and expert.

 

Interested in combining the Master of Financial planning and SMSF Specialist Adviser™ (SSA®) designation?

Our knowledgeable Course Advice team is here to answer your questions and support you with your study plan, including subject selection and enrolment.  Complete the form below to request a call or to ask a question.

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