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The CFP® Mark is the global symbol of excellence in financial planning. It is the highest recognition of attainment within the financial planning profession.
The CFP Marks identify practitioners who are dedicated to a high level of professionalism in the delivery of personal financial advice to clients.
Admissions and requirements
To become a CFP professional, financial planners, must meet rigorous education requirements, examinations, complete relevant and approved experience, and adhere to a code of ethics. They are required to renew their certification annually and undertake continuing professional development.
Education
The minimum education requirements are an Undergraduate or Masters degree and completion of the CFP certification program modules 1 to 4.
Examination
Pass the CFP certification examination (CFP 5)
Experience
Complete three years financial planning experience with Authorised Representatives status for the full period
Ethics
Agree to adhere to the FPA Code of Ethics and Rules of Professional Conduct.
For more information on becoming a CFP professional, click here.
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