Become a Member


Prepare yourselves for an exceptional educational journey that will equip you with the necessary knowledge to deliver professional, competent, and ethical financial planning services to clients.

Become a Member


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…

Become a Member


In addition to the Education and Experience requirements, candidates pursuing certification will need to successfully complete a designation-specific Professional Competency Examination (PCE).

Become a Member


The ethics requirement is a crucial milestone on your journey towards CFP® certification, signifying your unwavering commitment to upholding the highest ethical standards in the realm of financial planning and advice.

Financial Planning Institute of Southern Africa

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