CFP® Certification – 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
If you are an FPA member please use your FPA member ID and password to enrol.
If you are not yet a member please create a username and password here.
Why Choose CFP®?
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.
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.
We help you in choosing the best CFP® Pathway for you
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)
Start by asking us more questions about the CFP® Certification Program, we’d be delighted to help.
INTEGRATED CFP® CERTIFICATION PROGRAM AND MASTERS DEGREE
The FPA has partnered with four education providers, which will allow financial planners to combine a Master of Financial Planning degree with the CFP® Certification Program.
This new opportunity offers choice and flexibility to financial planning professionals, who can now graduate with both an academic qualification and the highest global professional designation in financial planning.
FPA approved degree list for advanced standing
HOW TO ENROL
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.
Aspiring CFP® professionals are able to choose from two pathways to comply with the experience requirement of the designation.
Find everything you need to know about the CFP® Certification Program.
GET YOUR COPY OF THE HANDBOOK
CFP Connect Event Series
Introducing a brand new series of events and activities tailored to the needs of CFP professionals. The series will provide opportunities for CFP Professionals to:
- Share experiences
- Develop professional expertise
- Enjoy networking
- Access exclusive resources and activities
We now offer a new membership category for CFP professionals who have retired but wish to remain connected to the financial planning community. Introducing the Retired CFP Professional member category.
What are the benefits?
- You will continue to hold your CFP designation.
- Access opportunities to stay connected by joining Chapter committees and attending member events.
- Make use of the FPA Wellbeing support program and member discounts.
- Receive regular updates on important issues impacting the profession.
What is the membership fee?
The membership fee for the Retired CFP professional member category is $195/year
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].
The use of the term ‘financial planner’ and other expressions of like import is restricted under the Corporations Act 2001 (Cth). A Member, despite having attained CERTIFIED FINANCIAL PLANNER® designation, must also meet the relevant requirements under the Corporations Act in order to use the marks ‘CFP’ or ‘CERTIFIED FINANCIAL PLANNER’ when carrying on a financial services business or providing financial advice. It is the Member’s responsibility to ensure that it meets all the relevant legislative requirements when using the CERTIFIED FINANCIAL PLANNER® and CFP® trademarks. FPA cannot and will not guarantee any Member completing the CERTIFIED FINANCIAL PLANNER® designation is eligible to use the expression ‘financial planner’ under the Corporations Act.