CFP Eligibility

To begin the process of becoming a CFP professional, you must first hold an RDR-compliant qualification for FCA Activities 4 and 6 (Retail investment products and friendly society tax-exempt policies)

The evidence required to confirm eligibility could be either:

qualifications learning statement from the relevant awarding body
or should your qualification alone not meet the requirements then evidence of gap fill undertaken is also acceptable – gap fill evidence can be requested via email from the awarding body and then included as evidence to show that you meet the entry requirements of the CFP

I would like to confirm my eligibility for:

Level 6 Certificate in Advanced Financial Planning

Level 7 Financial Plan Case Study

First name:

Last name:

CISI customer number:

First name:

Last name:

Date of birth

Booking your exam:

I would like to book my exam now

I would just like to confirm my eligibility and book my exam later

Would you like to take the exam remotely or at a physical venue?

Remote

Physical venue

Please specify the location if you would like to sit the exam at a test centre:

Booking your case study:

I would like to book my case study now

I would just like to confirm my eligibility and book my case study later

CFP Eligibility

Your eligibility

Your details

Your exam booking

Your booking