Aspiring CERTIFIED FINANCIAL PLANNER® Professionals are able to choose from two experience pathways to comply with the experience requirement of the designation. The pathways allow paraplanners and those working in roles providing technical support, compliance, business development, practice management to become CFP professionals.
How it can benefit you
We can now recognise more professionals who have a robust understanding of the financial planning body of knowledge but aren’t necessarily in a client-facing role or fulfilling every aspect of the financial advice process. The traditional pathway for client-facing financial planners remains; and, a NEW pathway into the non-practising CFP designation has been introduced.
Your education and experience may qualify you to get a jumpstart on your certification. Take a look at the pathways below.
The best way for us to learn about your personal circumstances and get you on the right path, is to complete the new admission online application. Through this service, you’ll find out more about your personalised pathway. Once successful, your place in the program is guaranteed.
TALK TO US
If you’d prefer to start by asking us more questions about the CFP® Certification Program, we’d be delighted to help. Contact us on 1300 337 301 or email us at [email protected].