CFP® SMSF Specialist - SMSF Association

Certified Financial Planner CFP® Express Pathway to attain the SMSF Specialist Advisor (SSA®) designation

This is a highly specialised and tailored pathway, unique to CFP®s who are SMSF Association Associate Members.

Having already attained your CFP®, you will be exempt from having to complete the nine standard education modules. Instead, upon course enrolment, you will be supported with comprehensive learning materials and optional virtual drop-in sessions prior to sitting the on-line exam for the SSA® accreditation program at a time that suits you.

To have your SMSF expertise independently endorsed and be recognised throughout the sector as an expert at the pinnacle of the profession, enrol now into the CFP® Express SSA® Accreditation Pathway and become an SMSF Association SMSF Specialist Advisor.

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

Specialist members of the SMSF Association benefit from SMSF Association branding and are listed on the ‘Find a Specialist’ page – making it easier to connect with new clients and to build your SMSF advice business. Specialist members of the SMSF Association also have access to ongoing education tailored to SMSF Specialists and the opportunity to attend networking events with liked-minded peers.

Showcase your expertise as an SMSF Specialist

16 complimentary CPD hours

Stay up to date so your advice will be too

Specialist SMSF tools and resources

Be part of a trusted, professional community

Have your voice heard through our advocacy efforts

Have your SMSF expertise independently endorsed, maintain your SMSF skills and be recognised as a leader in the sector

Specialist members of the Association are recognised throughout the sector as experts at the pinnacle of the profession.

SMSF Association Specialist members are a trusted source of information and advice for the more than 1 million trustees managing their own super.

Who should enrol?

If you have completed your CFP® certification and are currently advising clients on SMSFs, take advantage of this great express opportunity to become accredited as an SMSF Specialist Advisor (SSA®).

You will need to first be or join as a current SMSF Association Associate Member, to have the opportunity to enrol in the CFP® Express SSA® Accreditation Pathway.

Not yet a member? Enrol now as an SMSF Association Associate Member.

Associate Membership

Accelerate your career and extend your SMSF expertise.

Learn more

Already an associate member?

If you are a CFP® who is currently an SMSF Association Associate Member you can enrol now in the CFP® Express SSA® Accreditation Pathway.

CFP^® Express SSA^® Accreditation Pathway

Member price: $990

Enrol now

TESTIMONIALS

Read what members who have already completed the CFP® Express SSA® Accreditation Pathway have to say.

I found the CFP SSA Pathway a great way to complete the program. It offers a flexible way to study and although completing the modules is not required, I still had access to all the reference material and the ability to do practice quizzes and practice exams. This allowed me to focus my time on the areas where my knowledge wasn’t as strong and spend less time on areas that I was already comfortable with. I would recommend the pathway for the above reasons as well as the cost savings.

I found the CFP® Express SSA Accreditation Pathway program to be an extremely flexible & professional program - well tailored to time poor professionals. My online course material was available almost immediately. I chose to complete it quickly, but also had the added comfort of knowing up to 12 months is available. I felt the program material is current and relevant to our industry - always adding to my knowledge base.