CFP® Certification Program

The standard of excellence

For more than 30 years, CERTIFIED FINANCIAL PLANNER® Certification has been the standard of excellence for financial planners. CFP® Professionals have met extensive training and experience requirements and commit to the highest ethical standards that require them to put their clients’ interests first.

To gain your CFP designation you will need to complete the CFP Certification program. If you have an approved post graduate financial degree, you will be approved to enter directly to the certification unit.

If you do not have an approved financial planning degree, you may need to complete supporting units to ensure you are across the breadth of knowledge we require of CFP members.

What does CFP Certification offer?

The CFP designation continues to offer a way for you to differentiate yourself in the profession. Being a CERTIFIED FINANCIAL PLANNER Professional indicates that you are highly valued, possess a greater understanding of the financial world and are committed to your clients. Benefit from cross border recognition in 27 territories around the world, flexible study and greater earning potential!

We run two semesters a year and you can apply at any time...

Bianca Musico CFP® Professional of the Year 2024

Program Dates Semester 1 2025 Semester 2 2025
Semester starts 12 February 22 October
Assignment webinar 27 February TBC
Assignment tutorials (x3) W.C. 3 March TBC
Experience/observation due 14 May TBC
Assignment due 2 April 10 December
Exam drop webinar 15 April TBC
Exam day 7 May 21 January 2026
Results released 11 June 18 February 2026
Program Dates Semester 2 2025 Semester 1 2026 Semester 2 2026
Semester starts 22 October TBC TBC
Assignment webinar TBC TBC TBC
Assignment tutorials (x3) TBC TBC TBC
Experience/observation due TBC TBC TBC
Assignment due 10 December TBC TBC
Exam drop webinar TBC TBC TBC
Exam day 21 January 2026 TBC TBC
Results released 18 February 2026 TBC TBC
Proficiency Units Fee
Unit 1: Professionalism and Ethics $1200
Unit 2: Strategy and Risk Management $1500
Unit 3: Estate Planning and Retirement $1500
Unit 4: Investment Strategies $1500
BUNDLE: Units 1-4 (save $1200) $4500
BUNDLE: Units 2-4 (save $945) $3555
CFP Certification Unit Fee
CFP Certification Unit $1980
RESUBMISSION: Assignment (borderline fail) $450
RESUBMISSION: Assignment $1100
RESUBMISSON: Exam $1100
RESUBMISSION: Assignment and Exam $1300

Program Information

About the CFP Program

An in-depth overview of structure, pathway options and information about the program.

CFP Program Handbook

Find everything you need to know about the CFP Certification Program.

Forms & Resources

Useful forms for those enrolling into the CFP Certification Program.

CFP On-demand

Our CFP Technical Education Program is now online, and you don’t have to be in the CFP Program to learn with us.

Pathways to CFP Certification

Integrated Masters Pathway

The FAAA has partnered with four education providers which will allow financial planners to combine a Masters of Financial Planning with the CFP Program.

Overseas Qualifications

Information for CFP professionals who are certified in another country and wish to practise as a CFP professional in Australia.

Have more questions?

If you’d prefer to start by asking us more questions about CFP Certification Program, we’d be delighted to help. Contact us on with the links below.

Gwen Fletcher Award

Awarded to the highest-achieving candidate in the CFP® Certification Program each semester, the award honours the memory of the late ‘First Lady of Financial Planning’ and her lifelong endeavours to champion professionalism within financial planning.

David Ormsby

Gwen Fletcher Award Winner

Semester 1 2025

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