Invest in your future, enrol today
CFP® certification is the only globally recognised mark of professionalism for financial planners. Anyone can call themselves a 'financial planner' but only the most highly qualified and committed can use the CFP certification marks, and proudly display the global symbol of excellence in financial planning.
- CFP practitioners hold the gold standard of professional financial planning. In such challenging economic and social times, it’s vital to advance your career and gain a competitive advantage.
- Demonstrate to your clients, peers and licensee that you are an ethical, educated and experienced professional.
- Become part of the worldwide ranks of elite financial planners. There are now over 20 Affiliate countries that are able to deliver the CFP Certification Program, representing over 126,000 CFP professionals around the world.
- CFP practitioners receive marketing support from the Financial Planning Association (FPA) including further recognition on our online Find a Planner service and the ability to promote your CFP professional status to your clients and peers through the use of the CFP Marks.
CFP Certification Program course dates for 2010
You can commence the program at any one of these trimesters throughout the year.
What others have said about the CFP Certification Program
“Consumers are becoming increasingly aware of the importance of receiving quality financial advice. My practice has benefited from the consumer trend to seek out and solely use CFP professionals for the provision of financial advice. Working as a CFP professional is a privilege and honour that has provided me with many benefits and opportunities making it a 'must have' designation for anyone serious about a successful career in financial planning.“ James Gerrard CFP
“Being a CFP professional means a great deal to me, personally and professionally. I studied the CFP Certification Program whilst I was pregnant, raising two other children and working as a financial planner. It was so important to me that I was prepared to put myself under significant amounts of pressure so that I could have the pride and esteem of being a CFP professional.” Melanie Roff CFP
Program outline
The CFP Certification Program is comprised of one compulsory unit and three technical units delivered over the convenience of three 12 week trimesters throughout the year. Upon completion of these units, candidates are required to complete a Certification Assessment, which is conducted twice a year. For information on CFP5, click here. The program consists of:
- Ethics Professionalism and Professional Behaviour (CFP1)
- Applied Strategies 1 (CFP2)
- Applied Strategies 2 (CFP3)
- Investment Strategies (CFP4)
- CFP Certification Assessment (CFP5)
For an overview of the pathways to CFP Certification, click here. We’ve recently made some valuable improvements to the CFP Certification Program. To find out how we’ve enhanced the program, click here.
Program entry requirements
- Current individual membership of the FPA.
- An Advanced Diploma of Financial Services (Financial Planning) is the minimum requirement for entry into the CFP Certification Program.
- A Bachelor or Masters degree must be completed before you are awarded CFP Certification, although your Bachelor or Masters study only needs to be underway when you first enrol in the program.
- In addition, you are required to have completed one year’s experience as an Authorised Representative of an Australia Financial Services Licensee (AFSL) prior to entering the program.
- To be awarded CFP Certification following the completion of the program, you will need three years experience in providing financial planning advice.
Apply now to receive the program brochure and enrolment form. Or contact the FPA Education Team on 1300 337 301.