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Professional accreditation

ASFA Learning (RTO ID 90755) is a leading provider of superannuation courses and learning solutions.

About

Becoming an ASFA Associate or Fellow is recognition of your expertise, education, professionalism and contribution to the superannuation industry.

Benefits

Accreditation has a range of benefits for superannuation professionals, including:

  • being seen as a true expert on superannuation for the duration of your career
  • post nominals (AASFA or FASFA) for use in ASFA and personal documentation
  • eligibility for life membership nomination
  • listing in the directory of current Associates and Fellows on the ASFA website (optional)
  • listing of your new status in Superfunds magazine

Requirements

Becoming an ASFA Associate is a stepping stone towards becoming an ASFA Fellow, however it is possible to apply directly for fellowship if the experience and contribution, and educational requirements outlined below are met.

Associate

Experience and contribution

  • Three years’ employment in the superannuation industry
  • Two references: ASFA Fellow or Associate and one other
  • Detailed curriculum vitae (CV) stating experience in the superannuation industry
  • Accumulated 15 ASFA CPD points within the current financial year
  • Agreement that you will maintain a minimum of 15 ASFA CPD points in any given financial year awarded by the ASFA Annual CPD report
  • Membership of ASFA, either as an employee of a member or as an individual member
  • Acceptance of the ASFA Code of Ethics

Education

  • Diploma of Superannuation or Diploma of Financial Planning
  • Graduate Certificate listed on ASIC’s Register of compliant courses for RG 146 in superannuation
  • Other relevant higher qualification

Fellow

Experience and contribution

  • Seven years’ dedicated experience in the superannuation industry
  • Two references: ASFA Fellow and one other
  • Detailed curriculum vitae (CV) stating experience in the superannuation industry
  • Statement of contribution to the superannuation industry
  • Accumulated 15 ASFA CPD points within the current financial year
  • Agreement that you will maintain a minimum of 15 ASFA CPD points in any given financial year awarded by the ASFA Annual CPD report
  • Membership of ASFA, either as an employee of a member or as an individual member
    Acceptance of the ASFA Code of Ethics

Education

  • Diploma of Superannuation or Diploma of Financial Planning (or equivalent)
  • Advanced Diploma of Superannuation
    ASFA Diploma of Superannuation Management (ASFA qualification previously available)
  • Bachelor’s degree with a superannuation major listed on ASIC’s Register of compliant courses for RG 146 in superannuation
  • Graduate Diploma or master’s degree listed on ASIC’s Register of compliant courses for RG 146 in superannuation

Or you are

  • An actuary who has completed Part III of Institute of Actuary’s Program
  • A recognised accountant who has completed courses listed on ASIC’s Register of compliant courses for RG 146 in superannuation
  • A lawyer who has completed formal training relevant to superannuation

Maintaining your accreditation

To ensure our accredited members maintain their professional currency and industry standards are upheld, ASFA has a formal Continuing Professional Development (CPD) requirement that people must meet in order to maintain their ASFA accreditation.

To maintain your accreditation:

  1. you must agree that you will maintain a minimum of 15 ASFA CPD points in any given financial year awarded by the ASFA Annual CPD report
  2. Associates, Fellows, Trustee Associates or Trustee Fellows must continue to be a financial member of ASFA, either by employment with a member organisation or through individual membership.

An audit process for Associates, Fellows,Trustee Associates and Trustee Fellows is undertaken annually to ensure compliance with the minimum standard. For further details, see our CPD page.

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