HOW TO BECOME A CERTIFIED FINANCIAL PLANNING …
[Pages:1]HOW TO BECOME A CERTIFIED FINANCIAL PLANNING PROFESSIONAL?
#aspiretobemore
1
Graduate in: ? Commerce ? Legal
START
2
Get your Post Graduate Diploma / Degree in Financial Planning *UJ/SB/UFS
4
Write the CFP Exam (Certified Financial Planner? Board Exam)
3
Apply for a trainee programme as an Assistant Financial
Planner (2 year contract)
BDO application comes in
(once a year intake)
FOLLOW US
/ bdograduates
/bdograds
5
Write your Representative Exams (RE5 - Representative)
4 modules through the **FPI
7
You are now a Certified Financial Planning Professional ?
END
Remove supervision (Subject to Supervisor
sign-off)
6
Register as a Representative under Supervision on Financial
Services Provider Licence
You are under supervision for
2 years
/company/bdo-south-africa /bdosouthafrica
bdo.co.za/careers
*University of Johannesburg Stellenbosch University University of the Free State
**Financial Planning Institute
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