CFP · Finance, Accounting & Investment

Chartered Financial Planner

Focused on private banking, insurance and financial-planning roles, historically covering portfolio management, planning foundations, retirement/benefits, insurance, investment, tax and advanced planning.

Overview A-M-S-F Operations Council MP / CPD

Professional Scope & Capability Focus

Covering financial management, accounting, analysis, corporate finance, investment, private equity, planning, taxation, valuation and financial engineering.

Analysis & Valuation

Capability is developed through real work tasks, cases, evidence and professional judgement.

Financial Decisions

Capability is developed through real work tasks, cases, evidence and professional judgement.

Markets & Instruments

Capability is developed through real work tasks, cases, evidence and professional judgement.

Governance & Risk

Capability is developed through real work tasks, cases, evidence and professional judgement.

The committee is not built around a short course as an endpoint. It connects learning → qualification → mentored practice → CPD → research/events → professional contribution into a long-term lifecycle.

A · M · S · F Membership Titles & Development Requirements

All grades form one continuing development ladder. Any historical reference to “signing rights” is an internal IAE competency concept, not a statutory, regulatory or licensed signing authority.

Grade / Designation	Membership Title	Development Requirement Summary
AiaeCFP	Associate Member of Chartered Financial Planner	Recognised bachelor-level education or the relevant QP examination; the entry point for building foundational knowledge and capability in the chosen occupational field.
MiaeCFP	Member of Chartered Financial Planner	Three years of relevant experience plus MQP/QP, or a recognised professional membership with assessment; 40 CPD credits are required each year.
SiaeCFP	Senior Member of Chartered Financial Planner	Completion of a three-year Fellow-led MP experience and upgrade assessment; the framework uses approximately six years of relevant experience including mentored practice as a development benchmark; 40 CPD credits annually.
FiaeCFP	Fellow Member of Chartered Financial Planner	Seven years of continuous membership, current senior-management/professional standing, more than ten years of relevant experience including five years in senior roles, and Council invitation; 40 CPD credits annually.

Committee Operations

Turning qualification structure into real professional service and member participation.

Qualification & Competency Standards

Maintain the professional capability framework, membership grades and assessment logic for CFP.

Learning & Cases

Maintain role-relevant courses, cases, workshops and learning resources.

Mentored Practice

Connect experienced members and industry mentors with developing professionals in aligned fields.

CPD & Professional Activities

Maintain capability through seminars, cases, research, visits, roundtables and workshops.

Research & Professional Insight

Research practice issues, methods, standards and cases to create shareable professional outputs.

Member & Peer Community

Build a continuing peer network within the occupation, connecting knowledge, relationships and career development.

Council & Governance

Member council governance connects execution, research, events, MP and CPD.

Professional Committee Council

The council oversees professional direction, qualification and competency standards, member development, mentor resources, CPD, research, employer connections and professional activities.

Chair / PresidentLeads professional direction and council work

Vice Chair / Vice PresidentSupports governance, professional and member development

Council MembersContribute to standards, research, events and member service

Secretary General / SecretaryCoordinates operations, records and administration

Member Council

Executive Committees

Research Committees

Professional Clubs / Events

MP · CPD · JPP

Ten Executive Committees in the Historical Governance Framework

Membership AffairsCulture & SportsCareer DevelopmentEconomic AffairsSocial AffairsTraining AffairsCommunications & PlanningCurriculumAcademic ResearchInformation Technology

Historically, professional bodies included a member council, executive committees, research committees, professional clubs and learner participation. Executive committees included director, secretary, standing member and member roles. Current appointments, terms and governance follow current IAE rules; unverified historical personnel lists are not presented as current rosters.

MP · CPD · Research & Events

MP Mentorship

Match mentors and mentees in aligned professional fields so knowledge enters real work contexts.

Explore MP →

CPD

Design CPD around new policy, technology, cases and professional problems in this field.

Explore CPD →

Research & Contribution

Members can contribute through research committees, case sharing, talks, convening activities and professional writing.

Research & Events →

Join This Professional Committee

Select the appropriate membership grade and submit education, experience and professional information for assessment under current IAE rules.

Apply Fees & Charges