arbiter
JournalsPricingAccount

The Suitability of the Six-Step Financial Planning Process: Perspectives from South African CFP <sup>®</sup> Professionals

Jasmine E. Kinsman

Financial Planning Research Journal2025https://doi.org/10.2478/fprj-2025-0009article
ABDC C
Weight
0.37

What the paper says

Abstract This paper aims to understand how the six-step financial planning process and the related training and education can be contextualised for South Africa. A qualitative strategy using semi-structured interviews with 16 CFP ® professionals was adopted. Justification for the inclusion of cultural aspects and diverse needs of Black consumers in the academic curriculum of the Financial Planning Institute (FPI) and Financial Sector Conduct Authority (FSCA) recognised qualifications, as well as the learning outcomes and facilitation of business and product-specific training offered by Financial Services Providers (FSP) was provided. The findings also have implications for the development of the academic curriculum and assessments for CFP ® professionals.

1 citation

Open paper page →

Cite this paper

https://doi.org/https://doi.org/10.2478/fprj-2025-0009

Or copy a formatted citation

@article{jasmine2025,
  title        = {{The Suitability of the Six-Step Financial Planning Process: Perspectives from South African CFP <sup>®</sup> Professionals}},
  author       = {Jasmine E. Kinsman},
  journal      = {Financial Planning Research Journal},
  year         = {2025},
  doi          = {https://doi.org/https://doi.org/10.2478/fprj-2025-0009},
}

Paste directly into BibTeX, Zotero, or your reference manager.

Flag this paper

The Suitability of the Six-Step Financial Planning Process: Perspectives from South African CFP <sup>®</sup> Professionals

Flags are reviewed by the Arbiter methodology team within 5 business days.

Evidence weight

0.37

Balanced mode · F 0.40 / M 0.15 / V 0.05 / R 0.40

F · citation impact0.16 × 0.4 = 0.06
M · momentum0.53 × 0.15 = 0.08
V · venue signal0.50 × 0.05 = 0.03
R · text relevance †0.50 × 0.4 = 0.20

† Text relevance is estimated at 0.50 on the detail page — for your query’s actual relevance score, open this paper from a search result.