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.

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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.