Benefits, Requirement for Membership
Privileges of being a Certified Member
- Entitled to use the CFP® mark on your business cards.
- Complimentary copies of 4E Journal, FPAM’s publication exclusively for members.
- Special rates to attend continuing education programmes including seminars, forums, conferences and luncheons.
- Invitations to networking events and industry related gatherings.
- Voting rights at Annual General Meeting.
- Opportunities to stay informed about the latest trends, developments and products through seminars, workshops and meetings.
- Chapter Working Committees provide platforms for interaction among members in their respective states.
Continuing Education (CE) Requirements
As a CFP® professional, you must complete a minimum of 20 hours of continuing education every two years to maintain your certification. This includes approved educational activities, point allocations, and requirements to help you stay current with industry developments and better serve your clients. Download the complete guide: How to Earn CE Points
Membership Information
Q1. What are the different types of membership available?
The membership types for individuals are Trade, Associate and Certified.
For institutions, the membership types are Charter Members and Corporate Members.
Please refer to the section on Membership on our website for details of the types of membership available.
Q2. Who are FPAM’s Charter Members?
The membership types for individuals are Trade, Associate and Certified.
For institutions, the membership types are Charter Members and Corporate Members.
Please refer to the section on Membership on our website for details of the types of membership available.
Q3. Can an individual apply to be a Charter Member?
No. Only institutions can apply to be Charter members.
Q4. What does the Re-certification process entail?
Once certified, a CFP professional is required to maintain technical competence and fulfill ethical obligations. Every years, he must complete a minimum of 20 hours of continuing education to keep abreast of current developments in the financial planning profession in order to better serve his clients better. Two of the 20 hours are to be spent studying or discussing FPAM’s Professional Code of Ethics and Practice Standards.
In addition to the biennial continuing education requirement, every CFP professional must also voluntarily disclose any public, civil, criminal or disciplinary actions that may have been taken against him in the past two years as part of the continuing Re-certification process.
