Candidates for certifcation must have the relevant financial planning experience prior to being awarded the professional certification. This is to ensure
candidates have acquired financial planning skills in addition to
financial planning knowledge
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CFP® professional |
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Three (3) years |
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AFP™ professional |
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Two (2) years
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RFP™ professional |
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One (1) year
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Relevant financial planning work experience
An individual demonstrates relevant work experience, either supervised or unsupervised, working with clients while: - Engaging in practice described in FPI’s Financial Planning Practice Standards.
- Applying the abilities, skills and knowledge described in FPI’s Financial Planner Competency Profile.
- Adhering to ethical principles described in FPI’s Code of Ethics and Professional Responsibility.
1. Supervised experience
Supervised experience can be met by completing one year of supervised practice as described above under relevant work experience.The supervisor, who must be a financial planning professional, has mastered the abilities, skills and knowledge described in FPI’s Financial Planner Competency Profile:
- Provides candidates with experience in, and instruction about, the practice of the profession.
- Helps candidates to develop knowledge about the practice of the profession.
- Teaches candidates the required standards of conduct.
- Confirms candidates are able to interact with clients.
At the end of the supervised practice period, the supervisor attests to the FPI in writing to the candidate’s readiness to competently and ethically practice financial planning.
2. Unsupervised experience
Unsupervised Experience can be met by completing three years of unsupervised practice as described above under relevant work experience.