Become a CERTIFIED FINANCIAL PLANNER^CM

When it comes to understanding the intricacies of financial advice and ever-changing rules and regulations, you might need help from a professional.

A CERTIFIED FINANCIAL PLANNER^CM professional can make a positive difference to your financial future. They will help you understand your financial future. They will help you understand your financial situation, develop a strategy and give you guidance on things such as funding your children’s education, helping with budgeting and taxation issues, having enough money to live comfortably in your retirement, insurance, estate planning and so on.

It’s all about helping you set your goals and devising a plan to give you the confidence that your financial future is secure. A CERTIFIED FINANCIAL PLANNER^CM professional can give you the peace of mind and security that comes with being prepared for the future.

_{CFP^CM and   are registered certification marks and CERTIFIED FINANCIAL PLANNER^CM is a common law certification mark owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Advice New Zealand is the marks licensing authority for the CFP Marks in New Zealand, through agreement with FPSB.}

Symbols of excellence in financial planning and risk management, the CFP ^CM and CLU _CM Certification Marks represent the highest achievement within the profession.

Want to know more?The documents below will give you an indication of whats required to become a CERTIFIED FINANCIAL PLANNER _CM.

Professional Pathways Members Booklet
Massey University Graduate Diploma in Business Studies
Quick Guide 7 – Requirements for CFP
Quick Guide 8 – Supervision for CFP
Quick Guide 9 – Portfolio of Experience for CFP
Quick Guide 10 – Becoming an Adviser in NZ
Quick Guide 11 – Process for CFP in NZ
Quick Guide 24 – Becoming an Adviser in NZ from South Africa
Quick Guide 32 – Re-certification Procedure for CFP mark
ARA Institute – Bachelor of Applied Management in Personal Financial Planning
ARA Institute – Graduate Diploma in Personal Financial Planning