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The FPA has approved under-graduate (Bachelor) and Masters degrees for immediate entry* to the CFP® Certification Program.
*Candidates must also meet the experience criterion for entry into the program.
In addition, completion of a post-graduate course listed on the FPA Approved Courses Register provides exemption from the technical units of the CFP Certification Program (CFP2-CFP4)
Download: Entry Pathways to the CFP® Certification Program
Transcript Review
A Transcript Review process is available for prospective candidates who wish to enrol in the CFP Certification Program and who have completed a finance-related degree that has not been approved by the FPA.
Click here for full details
CFP® Certification Program Registration Guide
Criteria and audit summary checklist for the registration of financial planning curriculum for recognition as Advanced Standing into the CFP Certification Program, or entrance to the CFP Certification Program.
Download: CFP Certification Program Registration Guide
Download: Audit Summary Checklist
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