The first step to becoming a CFP® professional is to obtain a recognised undergraduate and postgraduate qualification in financial planning from one of the FPI Approved Education Providers.
Download a list of recognised qualifications offered by our recognised Approved Education Providers.
Each education provider has different entrance requirements, so you should contact them directly to obtain further details. However, we recommend you take mathematics, accountancy, and languages at school.
Find out more about the different Approved Education Providers.
In order to become a CFP® professional, you have to gain three years of relevant work experience, either supervised or unsupervised, working with clients, or in an educational, supervisory or non-client facing capacity, while:
Applying the abilities, skills and knowledge described in our Financial Planner Competency Profile.
Adhering to ethical principles described in our Code of Ethics and Practice Standards.
Read more on the experience requirements and on our Mentorship Programme.
Before you can write one of our three Professional Competency Examinations (PCE), you will need to have completed your studies at the appropriate NQF Level 5, 6, 7 or 8.
The PCE gives candidates access to be certified professional members of the Institute.
The exams are written in Febraury and August each year, for more information view exam dates.
Access study support and additional resources.
Ethics are a fundamental component of a practicing CFP® professional’s life, and what sets the designation apart from others. A CFP® professional has to adhere and abide by the rules and guidelines put in place.
Failure to do so could result in disciplinary action.
Our Code of Ethics and Practice Standards details the ethical requirements and Disciplinary Regulations supports the enforcement of the Code.