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 if you need any help.

Your 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:

Upload your evidence

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Your details

Do you have a CISI account?

Your exam booking

Your booking

Booking your exam:

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

How would you like to pay?

Booking your case study:

How would you like to pay?