Introduction : Eligibility : Designation Fees : Application Form : Renewal Form : AFC Designation Holder's Directory

ASSOCIATE FINANCIAL CONSULTANT - ELIGIBILITY

You can be an Associate Financial Consultant!

Insurance and financial services practitioners may apply directly for the AFC designation if they have successfully completed the following courses in the years indicated:

	Year
FChFP Module 1 - Fundamentals of Investment and Financial Planning
HS320 - Fundamentals of Financial Planning (TAC/SCI) OR Diploma in Life Insurance (TAC/SCI) and HS328 - Investments (TAC/SCI)
ChFC01 - Fundamentals of Financial Planning and Investments
Diploma in Financial Planning (SCI)
Bachelor of Business (Financial Planning) (RMIT) - EF241 - Personal Financial Management - EF440 - Investment and Portfolio Management
Associate Financial Planner Course
Certificate in Financial Need Analysis and Plan Construction (SCI) (graduates after 10 September 2007)

Notes to Applicants:

Only IFPAS members are eligible to apply for the AFC designation.

Applicants must have at least 1 years experience in life insurance or the financial services industry on the date of application.

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