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Printed: 19 September 2026 10:23 PM

10 Aug 2014 - Continuing Professional Development

By: Australian Fund Monitors
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Continuing Professional Development

AFM have been accredited by the Financial Planning Association of Australia to issue CPD points.

What you need to do:

Read the most recent Fund Review for any of our research clients, and then answer 5 straightforward questions, these are presented in multiple choice format. An 80% or more success score will provide 0.5 CPD points, with a certificate provided as proof of completion.  There is no cost for this service.

>> Read the Fund Review

>> Complete the Test

Reading the review and answering the questions will take approximately 10 minutes to complete.


Certified Financial Planner (CFP) professional members are required to keep up to date with industry knowledge to maintain their professional proficiency and status. This continuing professional development translates to CPD points which are to be maintained and recorded over a three year period (triennium).  The current triennium runs from 1 July 2012 - 30 June 2015. CFP professionals must achieve a total of 120 CPD points during each three year period. The breakdown of these points needs to be as follows: 

  • at least 50% accredited,

  • 50% non-accredited 

  • including 3 ethics points.

CFP professionals must accumulate a minimum 35 points each year. 

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