CFP 1-4 on-demand

Our Certification technical education program is now online, on demand, and in bite size units, and you don’t have to be completing the CFP designation to learn with us.

Learn with us

Whether you’re new to the profession and want to ensure you have a solid foundation to build on, or you’re an experienced professional who wants to refresh your knowledge, our certification education might have something for you!

Our training program covers everything from the concept of corporate responsibility through strategic development in the financial planning process to investment management.   You can purchase the units as an entire package, as the CFP Certification units, or as the individual topics.

Please note:

  • completing CFP 1-4 on demand knowledge units does not guarantee entry to the CFP Certification unit.
  • If you wish become a CFP professional you need to check your eligibility first. You can do this via an application in the FAAA Portal or you can email and provide your transcripts for assessment.
  • if you are completing CFP 1-4 with the goal of Recognition of Prior Learning at another institution there are additional assessments required to be completed. Please contact the Education Team if you need this.

You will be provided with 12 months of access to each unit.  Each topic is assessed by a short multiple choice assessment and you must achieve a pass rate of 80% to gain CPD hours and to pass the topic.

Forms and resources

Useful forms for those enrolling into the CFP® Certification Program.

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