What Is a Certified Financial Planner?

Ever wonder what makes a Certified Financial Planner™ (CFP®) different? It’s not just letters after a name — it’s a commitment to comprehensive, client-first financial planning. CFPs go through rigorous education in financial planning, investments, taxes, insurance, retirement, and estate planning — then pass an exam with only a 65% pass rate (CFP Board). But here's what really matters - we're trained to see how everything connects. Some advisors focus on one piece, like investments. CFPs unders

Certified Financial Planner TV Spot, 'Every Financial Plan'

Take Your Career to the Next Level with CFP® Certification in 2026. Semester 1 of CFPC starts 4 March 2026. For over three decades, the CERTIFIED FINANCIAL PLANNER® certification has been the gold standard in financial planning in Australia. CFP® Professionals meet rigorous training, experience, and ethical standards—setting them apart in the profession. If you have completed an undergraduate qualification under the current legislated education standards, you are able to complete the preparatory

Take Your Career to the Next Level with CFP® Certification in 2026. Semester 1 of CFPC starts 4 March 2026. Hear from Caz Garrard, CFP Program Manager as she discusses the upcoming CFPC Semester 1. If you have completed an undergraduate qualification under the current legislated education standards, you are able to complete the preparatory units known as FAAA Proficiency Units 1-4 via an online and on-demand form of study as your pathway to CFP Certification. These preparatory materials have had