Request a call from us about CFP certification

Interested in becoming a CFP professional? Request a call from our Head of Financial Planning for more information on the pathway. Leave some contact details with us and we'll give you a call and talk you through the CFP pathway.

If you hold an RDR-compliant qualification for FCA Activities 4 and 6, you can register for the first exam in the CFP pathway.

Your data will only be used to contact you in relation to the CFP pathway.

Please note: The Chartered Institute for Securities & Investment is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB. If you are based outside the UK, please view FPSB Affiliate Organisations in your territory.

What best describes your situation

When is the best time to contact you?