The CFP® Professional Competency Examination (PCE) is a comprehensive assessment conducted over two consecutive days, comprising two case study examinations, each spanning four hours. These examinations are meticulously designed to evaluate your knowledge, abilities, and practical skills in the dynamic field of financial planning, presenting you with real-life scenarios that test your competency.

To ensure convenience and flexibility, the PCE is conducted online through a secure proctoring platform. This means you can comfortably sit for the examination from your home or office, with FPI remotely monitoring your progress to maintain the integrity of the assessment process.

To achieve competency in the CFP® PCE, you must obtain a minimum overall score of 60% across both case studies. In the event that you pass one case study but not the other, you will be granted one opportunity to rewrite the case study you did not pass. FPI will communicate this concession to qualifying candidates, ensuring a fair and supportive approach.

Registrations for the upcoming CFP® Professional Competency Examinations are currently open. As a candidate member of FPI, you can conveniently register online and apply to sit for the examination through the member portal. The available examination dates are as follows:

 

03 & 04 October 2024

 

CFP® Professional Competency Exam Rewrites:

 

 

Case Study 1 Rewrite 03 October 2024

Case Study 2 Rewrite 04 October 2024

 

To register for your exam please contact us

Please note that registrations will close two weeks before the examination date. No new registrations or deferrals will be considered after this deadline.

For the year 2024, the examination fees for the CFP® PCE are as follows (prices include VAT):

• PCE BOARD ASSESSMENTS (CFP) – R 3,975.00
• PCE BOARD REWRITES – R 2,155.00

Once registered and the examination fee is paid, candidates will gain access to the PCE support portal. This portal provides a wealth of preparation material, including relevant FPI regulations and instructions, previous exam papers with suggested answers, access to live and recorded training webinars, and a PCE forum where candidates can seek assistance by posting questions.

In addition to the material in the PCE support portal and PCE community, candidates are advised to consult the following prescribed learning resources:

• Financial Planning Handbook (current edition)
• SA Financial Planning Case Studies, 1st Edition (newly published)

Both of these texts can be purchased from www.store.lexisnexis.co.za.

Employers of candidates may explore the option of funding the examination through INSETA. They can contact INSETA at 011 381 8900 or email workerprogrammes@inseta.org.za for further information on funding opportunities.

For any queries, please do not hesitate to contact us at certification@fpi.co.za or call us at 011 470 6000. We are here to support you throughout your certification journey.