PATHWAY TO CFP
The CFP® Certification Requirements
In order to be certified, a CFP® candidate must meet all four requirements of the certification process described below, while an AFPCM candidate must meet the education, examination and the ethics requirements:
Why CFP
Value of CFP Certification
Pathway to CFP
Financial Planner Code of Ethics and Professional Responsibility
Examinations Process
IBF Accreditation
Pathway to CFP
The ethics requirement is the final step on your path to CFP® certification. It indicates you've agreed to adhere to high ethical and professional standards for the practice of financial planning, and to act as a fiduciary when providing financial advice to your client, always putting their best interests first.
The ethics requirement is the final step on your path to CFP® certification. It indicates you've agreed to adhere to high ethical and professional standards for the practice of financial planning, and to act as a fiduciary when providing financial advice to your client, always putting their best interests first.
The ethics requirement is the final step on your path to CFP® certification. It indicates you've agreed to adhere to high ethical and professional standards for the practice of financial planning, and to act as a fiduciary when providing financial advice to your client, always putting their best interests first.
The ethics requirement is the final step on your path to CFP® certification. It indicates you've agreed to adhere to high ethical and professional standards for the practice of financial planning, and to act as a fiduciary when providing financial advice to your client, always putting their best interests first.
The ethics requirement is the final step on your path to CFP® certification. It indicates you've agreed to adhere to high ethical and professional standards for the practice of financial planning, and to act as a fiduciary when providing financial advice to your client, always putting their best interests first.
AN INDIVIDUAL DEMONSTRATES RELEVANT WORK EXPERIENCE WORKING WITH CLIENTS WHILE
Engaging in practice described in FPAS’s Financial Planning Practice Standards
Applying the abilities, skills and knowledge described in FPAS’s Financial Planner Competency Profile
Adhering to ethical principles described in FPAS’s Financial Planner Code of Ethics and Professional Responsibility
THIS EXPERIENCE MAY BE GAINED IN THE FOLLOWING AREAS:
FPAS RESERVE THE RIGHT TO CONDUCT INTERVIEW(S) TO DETERMINE THE SUITABILITY OF EXPERIENCE DISCLOSED. DECISION MADE THEREAFTER BY FPAS IS FINAL.
TIMELINESS OF EXPERIENCE
Qualifying work experience can be earned prior to, concurrent with, or subsequent to your education and examination requirements. Experience earned more than 5 years prior to the certification examination, however, will not be accepted. When the experience is earned subsequent to the examination, you must complete the requirement within five years of the date of the successful completion of the examination.
(Note: candidates who qualify through the challenge status must have three years experience earned prior to writing the Certification Examination ie Module 6 of the CFP® Programme).
ETHICS AND IMAGES
Once the education, examination, and work experience requirements are satisfied, the CFP® candidate may download the Initial CFP® Application Form from FPAS website, which includes an ethics statement form and his/her license application with a bill for the initial license fee. Prior to certification, the CFP® candidate will be required to disclose past or pending litigation or agency proceedings and to acknowledge the right of FPAS to enforce its Professional Standards and Code of Ethics through due process described.
Once certified, CFP® certificants must fulfil a biennial continuing education requirement of 30 hours to stay up-to-date on planning strategies and financial trends affecting their clients. In addition, the FPAS monitors compliance with its Professional Standards and Code of Ethics by requiring an annual disclosure statement and by investigating consumer complaints and certificants' periodic disclosures of investigations or legal proceedings.
FPAS Code of Ethics is compulsory and must be completed by a licensed AFPCM, AWPCM and CFP® certificant. Code of Ethics Workshop - Financial Advisers Act and Securities Act (FAA and SA) - 3 hours session and 3 in-house CPD credited within same calendar year from the AFPCM certification approval date.
Cross-Border Marks Use Policy
The Associate Financial Planner or AFPCM will be competent to recommend general financial planning strategies and to advise on the appropriate selection and use of various financial products for individuals, e.g. insurance, unit trusts, and a broad range of securities and banking products.
The Associate Financial Planner or AFPCM will be competent to recommend general financial planning strategies and to advise on the appropriate selection and use of various financial products for individuals, e.g. insurance, unit trusts, and a broad range of securities and banking products.