Membership at this level can only be obtained once the applicant has successfully completed the appropriate NQF level 7 qualification. Once completed, the applicant does not automatically obtain the CFP® professional status (for use on their business cards or stationery). This membership status can only be bestowed, by the FPI, once they have :
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Been accepted as a member by the Financial Planning Institute through invitation.
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Been registered by the Financial Planning Institute as a CFP® certificant.
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Paid the annual membership fee to the Financial Planning Institute (which includes the international CFP® certification affiliation fee).
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Been declared fit and proper by the Financial Planning Institute.
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Have at least three years relevant practical experience in the financial planning industry.
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In addition, in order to retain membership, 60 Continued Professional Development points (CPD) need to be earned on a 2-year cycle. Please read further regarding ongoing membership requirements in "Standards", "Member Discipline".