Students enrolling on or after 1 June 2020 may only choose to enroll in the new program. The updated program will consist of three specialist certifications and one capstone course for CFP certification.
Legacy Education Program
Students registered for the CFP certification program under Regular or Challenge Pathways prior to 1 June 2020 must fulfill the education program requirements to be eligible to appear for the CFP examination. Students registered in the legacy program will be able to continue to study and sit for exams 1-5 through 31 March 2021.
Exam information from the Legacy Program can be found at Legacy Examination
Experience information for the Legacy Program can be found at Legacy Experience
Access your account via the Online Certification Management System (OCMS) portal. On the portal, you can confirm that the information listed for you is accurate, and update the system with information on recently completed continuing professional development (CPD) points.
*Transition details from the Legacy Program to the updated online program will be announced in Jan 2021.