Membership at this level can only be had once the applicant has successfully completed the Higher Diploma in Financial Planning at the University of the Free State.

Once completed, the CFP status does not automatically become a membership entitlement.  This designation can only be bestowed upon a student once he/she is:

> Accepted as a member by the fpi through invitation

> Being registered by the fpi as a CFP licensee with the CFP Board in the USA.

> Have paid membership fees to both the fpi and the CFP Board

> Declared fit and proper by the fpi.

Annually, this member to retain his/her membership at this level must earn 60 continuing education points.