CFP^® Professional Designation

CFP® Professional Designation membership is for Financial Planners who have completed a level NQF8 qualification, have three or more years of financial services experience or completed an FPI mentorship programme, has completed the Professional Competency Examination and has agreed to abide by the FPI Code of Ethics and Professional Standards.

CERTIFIED FINANCIAL PLANNER® – become internationally recognised

The status gives consumers confidence that the financial planner they are dealing with is suitably qualified to give trusted advise to assist them with their varied financial planning needs. Consumers are assured that a CFP® professional remains up to date with developments in their profession to better serve the needs of their clients. Your CFP Designation will set you apart as it is the standard for financial planning professionals.

Some of the member benefits of being a CFP® professional with the FPI

• Commissioner of Oath status
• Designation recognized by South African Qualifications Authority (SAQA) & registered on the National Learning Database
• Apply with FPI to become a SARS Tax Practitioner

In addition to this, the CFP® designation has been recognized by the FSCA in their proposal as the only mark to currently meet the standard and will be limited to a Financial Planner title of an adviser holding a professional designation.

CERTIFIED FINANCIAL PLANNER^® Professional 

For more information, please read the requirements and benefits in our brochure.

INTERESTED IN OTHER FPI DESIGNATIONS?

Individual Membership Designations includes FSA® and RFP® professional designations. We also offer Student and Candidate Membership.