What it means to be a Certified Financial Planner

To achieve Certified status, financial professionals must complete the following requirements, as set out by the Chartered Institute of Securities and Investment (CISI):

  • Education. Individuals must master theoretical and practical financial planning knowledge by completing a comprehensive course of study.
  • Experience. Individuals must meet relevant work experience standards to ensure they possess financial counselling skills in addition to financial planning knowledge.
  • Examination. Individuals must pass the CISI’s Financial Planning & Advice examination which assesses their ability to apply integrated financial planning knowledge to real world client situations.
  • Ethics. Individuals must agree to abide by the CISI’s strict Code of Conduct which defines their ethical responsibilities to the public, clients and employers.


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