Add new comment

There is very little overlap between the CFP 5 exam (which is mainly about technical financial planning) and the FASEA exam (which is mainly about legal and ethical issues).

However there is significant overlap between CFP 1 and the FASEA Ethics bridging course. This suggests FASEA should be giving an exemption for CFP 1 (and other similar ethics subjects offered elsewhere). The fact they haven't is seemingly driven by the poorly controlled commercial conflicts of FASEA Board members.