Qualifications and Membership Opportunities for Financial Planning

Our professional qualifications for practitioners who work in financial planning have been specifically developed to provide financial services professionals with specialist knowledge and expertise to foster strong careers in all areas of financial planning.

Financial Planning Qualifications Pathway

Follow a progressive study route consistent with career paths in the financial services sector. Practitioners working in, or looking for a career in, Paraplanning should complete the level 4 Certificate in Paraplanning. Practitioners looking to work towards obtaining the CERTIFIED FINANCIAL PLANNERTM certification should complete the RDR-compliant Investment Advice Diploma with the Financial Planning & Advice unit included.

The CISI is able to offer candidates an FCA approved, RDR-compliant direct study pathway leading to the Diploma in Financial Planning and the globally recognised CERTIFIED FINANCIAL PLANNERTM certification, the pinnacle designation for financial planning.



The levels shown above are a guide only. Ofqual regulated qualifications are marked +

A PDF version of all Qualifications pathways is also available.

"I have passed numerous professional exams over the years but the CFPTM certification stands head and shoulders above them all in terms of value to myself, my business and most importantly my clients too. "

Alan Dick CFPTM Chartered MCSI, Forty Two Wealth Management, Glasgow

Membership Opportunities

CISI membership is a compelling marker of professionalism in the financial services sector. Whatever stage of your career you are at, CISI membership highlights to colleagues, clients and the wider professional sphere a commitment to professionalism and the highest standards of knowledge, skills and behaviour. We now have over 45,000 members in 116 countries who take advantage of membership.

Financial Planning Focused Benefits 

  • Designatory letters - when you join the Institute you will be able to apply to use designatory letters gained from achieving your financial planning qualification and set yourself apart from other practitioners in today's competitive market.
  • Join our Professional Forum for financial planning - an opportunity to meet colleagues regularly to network and discuss relevant sector topics.
  • Continuing Professional Development (CPD) events - enjoy exclusive and free attendance at financial planning focused seminars and events.
  • Professional Refresher elearning modules - free access to the Institute’s online learning system to test your knowledge on topics, such as Pensions and Provisioning and Pensions Advice.
  • CISI TV - Free access to our online library of past CPD events.
View our full range of member benefits