Preparatory Course for Certified Financial Planner (CFP)
Structure of the CFP® Program
The CFP® Certification consists of 6 Modules which lead progressively from AFPCM to AWPCM and ultimately to CFP®.
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Module
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Licence or Accreditation Received
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Module 1
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AFPCM - Associate Financial PlannerCM Allows you to recommend general financial planning strategies and advise clients on the appropriate selection and use of various financial products for individuals. The AFPCM licence does not impose minimum working experience. |
| Module 1, 4 and 5 | AWPCM - Associate Wealth PlannerCM You will be competent to recommend general financial planning strategies and have key portfolios in retirement planning and wealth accumulation. The AWPCM licence does not impose minimum working experience. |
| Module 1 to 6 | CFP® - Certified Financial Planner® Candidates will have completed a process involving the 4Es: - Education - Examination - Experience - Ethics Practitioners will have demonstrated technical competency, combined significant practical experience, enabling them to write a comprehensive and detailed financial plan for an individual. The CFP® licence requires minimum 3 years of relevant work experience. |