THE CERTIFICATION ASSESSMENT PATHWAY

Our structured assessment pathway is designed to evaluate and certify candidates skills and knowledge necessary to attain our SAQA-recognised designations: Registered Financial Practitioner (RFP^®), Financial Services Advisor (FSA^®), and the internationally recognised CERTIFIED FINANCIAL PLANNER^® (CFP^®).

The Assessment-Only Pathway

Participants who possess the necessary skills and knowledge can register for the assessment without additional training. The assessment determines the candidate’s overall understanding and ability to apply their knowledge in real-world scenarios.

Prospective RFP^® and FSA^®candidates can register for a multiple-choice assessment upon approval of the underlying qualification.

The multiple-choice assessment is a three-hour, 50- mark online assessment, and the required competent mark is 60%.

The Learning and assessment pathway

Participants are trained and assessed within the same program.

Prospective CFP^® candidates register for the capstone upon approval of the underlying qualification.

The Capstone is a comprehensive eight-week financial planning course designed to culminate in the creation of a professional-quality financial plan.  The program integrates theoretical knowledge with practical skills, empowering candidates to develop personalised financial strategies.

The submitted financial plan is assessed to determine the candidate’s competence which is achieved at 60%.

To obtain more information on the assessment for your chosen designation, please click on the relevant assessment link.