Pinnacle Mark Pathway

Name*

First NameLast Name

Email*

Phone Number*

Area CodePhone Number

I would like to register my interest in*

Understanding if I meet the criteria for becoming a CFP ProfessionalHaving my previously held certification reinstatedHaving my overseas CFP certification recognised in NZ

If you hold a CFP mark from another country, we will send you an information sheet explaining the process of obtaining the CFP Mark here in New Zealand.

Requirements of re-instatement of CFPCM mark if under a period of two years:

Be a Member of Financial Advice NZ in good standing.
Apply for mark reinstatement to the Certification Committee.
Meet all the Ethics requirements of the Association.
Submit your CPD log for the prior two year rolling CPD period that meets the CFPCM mark standards of 60 hours CPD, of which 30 must be structured CPD and the balance either structured or unstructured CPD.
Indicate in writing, or by CV, your practising history for the lapsed certification period.

Requirements of re-instatement of CFPCM mark, if over a period of two years:

Meet all the requirements listed above.
Meet the current Education requirements for the mark – that is, having attained the NZ Graduate Diploma or Degree in Personal Financial Planning or equivalent qualification or higher. The Massey University paper in Estate and Tax Planning is a mandatory paper.
Meet the current Supervised Experience requirements of the mark or submit a Portfolio of Experience.
Meet the current Examination requirements of the mark – this currently entails sitting the Case Study for CFPCM and any examination (if developed).

How long has it been since the removal of your previously held Pinnacle Mark?*

Less than 2 yearsMore than 2 years

Are you a member of Financial Advice NZ?*

Yes - I am a Practitioner MemberYes - I am an Associate MemberNo - my application is pendingNo - I am not a member

Financial Advice NZ is the licensed authority for the CERTIFIED FINANCIAL PLANNERCM (CFPCM) mark in New Zealand through its agreement with the Financial Planning Standards Board (FPSB).

To embark on the CFPCM pathway, you must first become a Practitioner Member of Financial Advice NZ. Head to our website to apply for membership today.

Please complete this form to register your interest for the Pinnical Mark pathway so we can follow this up once you become a member.

Do you give financial advice (whether directly or on behalf of a FAP) in NZ?*

Yes, I am registered on the FSPR as a Financial Adviser or FAP in my own nameYes, I am an authorised representative of a FAPNot currently, but I have previously given financial adviceNo, but I work in an advice firmNo, I am studying at presentNo, but I do/did overseasOther

Have you completed an approved Post-Graduate Diploma or Undergraduate Degree with a major in Personal Financial Planning (NZQA Level 7 or higher) or equivalent?*

Yes, I have an appropriate qualificationI am working towards an appropriate qualificationI have a qualification, but am unsure if it meets the CFP requirements

Please upload a copy of your relevant qualification for review. You must include your transcript, as we will need to review the specific courses to determine if you meet the degree criteria.*

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Please provide us with some information about the qualification you are currently enrolled in including your estimated date of completion.

Let us know if you have a specific question:

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Pinnacle Mark Pathway - Register your interest