1. Comply with the internationally recognized core standards for financial planning
2. Strictly abide by the code of professional ethics
3. Gain customer trust and affirmation through comprehensive and objective analysis
4. Stepstone of the CFP® certification

AFP Advanced Development

Those who have obtained the AFP certification from FPAT will be able to proceed on the CFP® Certification process, as long as they have successfully completed the Module 6 “Financial Plan Construction and Professional Responsibilities”, passed the exam, met the CFP® requirements for work experience, and signed the professional ethical and practice standard disclosure statement.