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Masterclass 2009

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Welcome to AFR Smart Investor's Masterclass for Financial Planning - opening 9am Wednesday October 1

The Masterclass for Financial Planning is a test of your technical knowledge as a financial planner and your ability to apply your expertise to common scenarios.

The areas of knowledge tested in the exam include financial structures, tax, superannuation (including self managed super funds) asset allocation, social security, and investment strategies.

You are eligible to do the exam if you are a CFP member of the FPA or a financial planning specialist member of CPA Australia or the Institute of Chartered Accountants in Australia.

Those who score in the top 50 will have their names and contact details published in AFR Smart Investor.

The exam is a test of your knowledge as an individual. Group efforts will be disqualified.

You must complete the exam within 60 minutes of logging on with your password.

You can use reference books and your calculator to complete the exam.

All thresholds and rulings are current as at 20 September 2008

If you have problems entering the questionnaire, please email us at smartinvestor@afr.com.au.

Remember - The exam OPENS 9am Wednesday October 1 and will close at 5pm Friday October 31.

Click here to start quiz

Welcome to AFR Smart Investor

Nicole Pederson-McKinnon

AFR Smart Investor magazine is an indispensable tool for active Australian investors seeking information and analysis aimed at wealth creation and financial security.

Click here for more information.