Become a Member
Experience
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.
Relevant experience is carefully assessed in relation to the relevant FPI competency profiles, with a focus on the components pertaining to financial planning or advice.
Let’s explore the experience requirements for each designation:
CERTIFIED FINANCIAL PLANNER® (CFP®):
A minimum of three years of unsupervised relevant financial planning experience. FPI will verify this experience during the application process.
OR
One year of supervised experience through our esteemed Mentorship Programme. This program entails a structured learning process and achievement tracking under the guidance of a CFP® professional mentor in good standing. Upon completion of the one-year period, a Portfolio of Evidence must be submitted for approval. For further details about our Mentorship Programme, please click HERE.
FINANCIAL SERVICES ADVISOR™ (FSA™):
A minimum of two years of unsupervised relevant financial advisory experience. FPI will verify this experience during the application process.
REGISTERED FINANCIAL PRACTITIONER™ (RFP™):
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. FPI recognises the value of your practical expertise and is dedicated to fostering your professional development.