CFP® SMSF Specialist

The SMSF Association is now offering financial planners who have completed the CFP® certification program, an express pathway to the SMSF Specialist Advisor (SSA®)

enrolments commence 1 january 2023

Expression of interest

To submit your Expression of Interest for this exclusive pathway, please complete the form below and return to the SMSF Association by emailing: [email protected].

Download form

did you know?

CFP®s who are SMSF Association Associate Members have the opportunity to enrol in the express SMSF accreditation pathway. Having already attained your CFP, you will not be required to complete and receive a passing grade on our standard education modules. Instead once you enrol in a cohort, you will be supported with learning material and an optional virtual drop in session prior to sitting the exam for the SSA® accreditation program.

Take your SMSF knowledge to the highest level with the SMSF Association Specialist Advisor (SSA®) accreditation.

The SMSF Specialist Advisor (SSA®) program is designed to ensure that professional standards are achieved and maintained by practitioners specialising in the provision of services to SMSF clients. The successful completion of the exam and the ongoing CPD requirements provide independent certification and validation of the currency of an advisor’s competence, expertise and knowledge. Further information on becoming an SMSF Specialist can be found here.