CFP® CERTIFICATION PROGRAM

The highest financial planning designation worldwide.
Enrolments now open for Semester 1 2021

THE STANDARD OF EXCELLENCE

For more than 30 years, CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to the highest ethical standards that require them to put their clients’ interests first. 

The CFP® designation is fast becoming the first choice for clients and employers – and it’s easy to see why. The highest designation in financial planning, coupled with commitment to the highest ethical standards, sets CFP® professionals apart from the rest.

The CFP® designation continues to offer a way for you to differentiate yourself in the profession. With the new education standards, all financial planners will be expected to hold an approved degree by 2026.

Greater flexibility

We know that professional study involves challenges including the demands of your career, family and more. With the introduction of online exams, you can complete the entire program from the comfort of your own home or office.  

Recognition of prior learning

Did you know the FPA provides recognition of prior learning (RPL) into the program? RPL is awarded to individuals who are able to demonstrate the likelihood of successfully achieving the CFP Certification outcomes. Credits may be awarded for CFP 1 – 4 depending on your previous qualifications and studies.

With the CFP® designation being recognised in 27 territories around the world, your designation goes with you wherever you choose to go.

YOUR GUIDE TO THE CFP CERTIFICATION PROGRAM

PROGRAM PATHWAYS

There are many pathways to enter the CFP® Certification Program and we are committed to working one-to-one with you, to find the best solution. The pathways are outlined below:

  • An approved degree (advanced standing may apply)
  • An Australian financial degree with a Diploma of Financial Planning
  • A non-related or International degree with an Advanced Diploma of Financial Planning
  • An Advanced Diploma of Financial Planning and working towards your degree
  • Eight subjects from an approved Masters (Graduate Diploma)

PROGRAM INFORMATION

EXPERIENCE REQUIREMENTS

Aspiring CFP® professionals are able to choose from two pathways to comply with the experience requirement of the designation.

VIEW PATHWAYS

PROGRAM
DATES


Plan ahead with the program enrolment, assessment, and exam dates.




2021 PROGRAM DATES

PROGRAM HANDBOOK

Find everything you need to know about the CFP® Certification Program.



GET YOUR COPY OF THE HANDBOOK

questions?

We’d be delighted to talk you through your personalised pathway into the program. Simply email our Education team at [email protected]

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