Your Journey to CFP® Status
Achieving the gold standard in financial planning requires meeting the global “4 Es” criteria.
1
Education
Complete an FPI-approved Postgraduate Diploma in Financial Planning (NQF Level 8) from an accredited tertiary institution[cite: 1, 4].
2
Examination
Successfully pass the FPI Professional Competency Examination (PCE), which tests your ability to apply theoretical knowledge to real-world client scenarios[cite: 1].
3
Experience
Complete a minimum of three years of relevant work experience in the financial planning process[cite: 1].
4
Ethics
Agree to abide by the FPI Code of Ethics and Professional Responsibility and undergo background checks for “Fit and Proper” compliance[cite: 1, 4].
Ready to become a CFP® professional?
Start your application or find an accredited education provider today.