New Membership

FPI General

Become a Professional Member

Experience Requirements

The experience requirement is designed to equip candidates with the necessary skills and abilities to deliver exceptional financial planning or advice services to the public.

During the application stage, FPI takes into consideration the experience gained in the preceding five years, ensuring that all relevant experience is duly recognised and accounted for.

CFP
CERTIFIED FINANCIAL PLANNER® (CFP®)

Standard Pathway

A minimum of three years of unsupervised relevant financial planning experience. FPI will verify this experience during the application process.

Mentorship Pathway

One year of supervised experience through our esteemed Mentorship Programme.

View Mentoring Guide (PDF)

FSA
FINANCIAL SERVICES ADVISOR™ (FSA™)

A minimum of two years of unsupervised relevant financial advisory experience. FPI will verify this experience during the application process.

RFP
REGISTERED FINANCIAL PRACTITIONER™ (RFP™)

A minimum of two years of unsupervised relevant financial advisory experience. FPI will verify this experience during the application process.

These experience requirements aim to ensure that candidates possess practical expertise in their respective fields before achieving certification. FPI meticulously evaluates and verifies the relevant experience, prioritising the professional growth and competence of candidates.

Take advantage of this opportunity to showcase your hands-on experience and demonstrate your commitment to delivering exceptional financial services.

Start Your Application

Financial Planning Institute of Southern Africa

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