CPD Points Explained
Continued Professional Development is defined as "the systematic maintenance, improvement and broadening of knowledge and skills necessary for the execution of professional, managerial and technical duties throughout a member's career".
Why CPD?
- CPD plays a vital role in the FPI's pursuit of on-going professional competence.
- The CPD requirement serves the public interest by assuring the public that members of the FPI are professionals who are dedicated and who are staying abreast of changes in a rapidly changing field.
- The international CFP board of standards require that CFP professionals adhere to the continued professional development requirement.
CPD Point Requirement
- CFP : 60 CPD Points per 2-year cycle
- AFP: 40 CPD Points per 2-year cycle
- RFP: 30 CPD Points per 2-year cycle
Activities for which CPD Points may be claimed
- Attendance of seminars/workshops/training courses etc.
- Courses which culminate in examination
- Self -study programs
- Teaching/Training
- Authorship
- Visiting website
- Suitable Reading
Details on how to calculate points for each activity can be found in Section 4.3 of the ‘Blueprint for Education" from the Financial Planning Institute of Southern Africa. Click here to download the Blueprint.
- View Financial Planning Institute website here.
- Download Element Investment Managers Form here to claim your CPD points.
Please note the Element Investment Managers does not provide investors with any financial advice.
