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.