1. Are you a Certified Financial Planner (CFP) or hold a Masters Degree in Financial Planning?
Becoming a ‘qualified’ financial planner with minimum standards, can take just 8 days and $1500.
Becoming a ‘Certified’ Financial Planner (CFP) and receiving an internationally recognized qualification, consisting of four modules, can take many years and a substantial financial commitment.
2. Where have they worked as a Financial Planner?
About 5,000 FPA – Financial Planning Association of Australia Members have attained their certification (CFP) and you are almost certainly better off with one of them!