CFP Pathway Qualification Eligibility Form

This form will allow you to confirm your eligibility for the Level 7 Diploma in Advanced Financial Planning, which leads to CFP certification in the UK. Further information on the CFP pathway can be found on our website.

You can also contact us at fpexams@cisi.org if you need any help.

I would like to confirm my eligibility for:
To begin the process of becoming a CFP professional, you must first hold an RDR-compliant qualification for FCA Activities 4 and 6.
 
Upload your exam certificates
To start the Level 7 Financial Plan Case Study, you must have completed the CISI’s Level 6 Certificate in Advanced Financial Planning OR have achieved the Level 6 Diploma in Financial Planning.