How to become a Certified Financial Planner
To earn the CFP certification, you must meet the following requirements.
Our learning materials and resources
We’ve included a preview of the content and resources that will be available to you if you choose to study financial planning with us.
Please note, due to the current Covid-19 situation, until further notice, we are unable to process any application forms sent to us by post. This covers Membership Applications, SPS Applications and CFP™ Certification Applications. We are also unable to accept Cheques as a form of payment at this time.
Any applications sent to us via email will still be processed as normal. We apologise for the inconvenience. Thank you for your understanding during these unprecedented times.