In order to become a certified member of the Institute, you have to gain relevant work experience (three years for the CFP® designation,
two years for the FSA™ designation and one year for the RFP™ designation) either supervised or unsupervised, working in educational,
supervisory, advisory or non-client facing capacity while:
For more information on the experience requirements, you can email our certification department.
Mentoring Professionals of Tomorrow
Our mentorship programme provides a mechanism for CFP® professionals to mentor aspiring financial planners to assist them in meeting
the experience requirement, in a formal Mentorship Programme, over a minimum period of one year.
Read more on our Mentorship Programme.