How do I become a CFP® professional?

In order to attain the respected CFP® designation, you must meet the following four Es:

Education requirements

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

Which subjects should I take at school?

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.

Experience requirements

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:  

Read more on the experience requirements and on our Mentorship Programme.

Examination requirement

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 requirements

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.