Candidates with certain degrees and professional credentials are considered as fulfilling the education requirement for CFPCM certification. The credentials listed below are the approved professional designations and are eligible for challenging the CFPCM certification examination.
Approved Challenge Status List
Associate / Fellow of Association of Chartered Certified Accountants (ACCA/FCCA)
Associate / Fellow of Association of International Accountants (AAIA/FAIA)
Certified General Accountant (CGA)
Certified Management Accountant (CMA) ( Australia , Canada & US)
Chartered Accountant (CA) ( Australia , Canada , England and Wales , Ireland , New Zealand , Scotland , South Africa , Zimbabwe)
Chartered Financial Analyst (CFA)
*Chartered Financial Consultant (ChFC)
Fellow of Chartered Insurance Institute (FCII)
Associate / Fellow of Chartered Institute of Management Accountants (ACMA/FCMA)
Members of Chartered Institute of Public Finance and Accountancy (CPFA)
*Chartered Life Underwriter (CLU)
Certified Public Accountant / Certified Practising Accountant (CPA/FCPA) ( Australia , Hong Kong , US )
Members of Hong Kong Bar Association
Members of Hong Kong Law Society
Fellow of the Society of Actuaries (FSA)
Doctoral Degrees in business or economics
*will be removed from this Approved Challenge Status List effective from 1 January 2009
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are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.(FPSB).