Become a CERTIFIED FINANCIAL PLANNERCM
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 PLANNERCM 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 PLANNERCM professional can give you the peace of mind and security that comes with being prepared for the future.
CFPCM and 
are registered certification marks and CERTIFIED FINANCIAL PLANNERCM 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
The Latest from Money Talk
Your Life
10 Tips for Empowering Children to be Money Smart
This always seems to be a topic that parents and grandparents tell us is useful. It can be difficult finding the time and the right way to go about having the money conversation with children where they will actually listen and take note, especially if we are talking with teenagers. Start early and make the discussions open, fun and encourage questions.
Good Advice
Insurance through life
Insurance has a role to play in most stages of our lives. But what we need when we’re young can be quite different to what’s required as an older person. Here’s a rough guide to what to think about, and when.
Your Wealth
7 Keys To A Successful Transition To Retirement
If you have the ability to ‘roll with the punches’, you will be able to dictate how you approach most areas of your life. There are changes that you can expect in retirement which are both positive and challenging and for many, the retirement years will see various ongoing transitions too. Seeing yourself change is a challenge, however, forgetting your age and focusing on your ability, passions and drive to continue to achieve things in life, whatever your age, can keep you strong and loving life.