Academic equivalency is intended for applicants who have not completed an Institute-approved university program in personal financial planning. Equivalency may be granted based on various combinations of academic training, professional qualifications, and work experience.
Some of these combinations give you direct access to the Professional Training Course (PT Course). In other cases, in order to register for the PT Course, you must validate or complete your training in the seven areas of personal financial planning by taking the Executive Program or passing the Equivalency Exam.
Identify the option that corresponds to your situation to learn which paths are available to you.
You can then apply for admission online.