HOW TO BECOME A CERTIFIED FINANCIAL PLANNING …

[Pages:1]HOW TO BECOME A CERTIFIED FINANCIAL PLANNING PROFESSIONAL?

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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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