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CFP certification is the only globally recognised mark of professionalism for financial planners.
A financial planner or personal financial planner is a practicing professional who helps people deal with various personal financial issues through proper planning,which includes but is not limited to these major areas: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning (for business owners).
The work engaged in by this professional is commonly known as personal financial planning. In carrying out the planning function, he is guided by the financial planning process to create a financial plan; a detailed strategy tailored to a client's specific situation, for meeting a client's specific goals.
A financial planner or personal financial planner is a practicing professional who helps people deal with various personal financial issues through proper planning,which includes but is not limited to these major areas: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning (for business owners).
The work engaged in by this professional is commonly known as personal financial planning. In carrying out the planning function, he is guided by the financial planning process to create a financial plan; a detailed strategy tailored to a client's specific situation, for meeting a client's specific goals.
Membership at this level can only be obtained once the applicant has successfully completed the appropriate NQF level 7 qualification. Once completed, the applicant does not automatically obtain the CFP® professional status
This membership status can only be bestowed, by the FPI, once they have :
-Been accepted as a member by the Financial Planning Institute through invitation.
-Been registered by the Financial Planning Institute as a CFP® certificant.
-Paid the annual membership fee to the Financial Planning Institute (which includes the international CFP® certification affiliation fee).
-Been declared fit and proper by the Financial Planning Institute.
-Have at least three years relevant practical experience in the financial planning industry.
-In addition, in order to retain membership, 60 Continued Professional Development points (CPD) need to be earned on a 2-year cycle.
This membership status can only be bestowed, by the FPI, once they have :
-Been accepted as a member by the Financial Planning Institute through invitation.
-Been registered by the Financial Planning Institute as a CFP® certificant.
-Paid the annual membership fee to the Financial Planning Institute (which includes the international CFP® certification affiliation fee).
-Been declared fit and proper by the Financial Planning Institute.
-Have at least three years relevant practical experience in the financial planning industry.
-In addition, in order to retain membership, 60 Continued Professional Development points (CPD) need to be earned on a 2-year cycle.
Masthead believes that an advised consumer is better off than a non-advised consumer. Reality shows that more than half of consumers choose to obtain advice from an independent broker. Masthead exists to enable independent brokers to retain their independence, manage their risk and flourish in an increasingly challenging industry. Achieving this will assist consumers in obtaining independent advice.
Regulation body for Financial Services
