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How to become a financial planner
Interested in a career as a financial planner (F.Pl.), but not sure if it’s the right fit, or where to start? We’re here to help.
I am :
 | A student |  | A professional |
(Almost) all roads lead to financial planning
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Complete the Institute’s Professional Training Course and pass the exam.
About the Professional Training Course arrow_forwardAcademic equivalency
Academic equivalency may be granted to people with a variety of combinations of training and relevant experience.
 | How to become an F.Pl.? |
Take the quiz to discover your path to the F.Pl. title.