How to become a Certified Financial Planner
To earn the CFP certification, you must meet the following requirements.
Route to CFP certification for CII/PFS Chartered Financial Planners
Holders of the CII Advanced Diploma in Financial Planning can take an online assessment, removing the need to pass the
L6 Certificate in Advanced Financial Planning exam. Once candidates have passed the assessment, they can progress to the
Financial Plan Case Study, the final step in completing the L7 Diploma in Advanced Financial Planning.
Subject to the ethics and experience requirements being met, candidates can apply to become a CERTIFIED FINANCIAL
Complement your Chartered Financial Planner status with the globally recognised CERTIFIED FINANCIAL PLANNER™
certification to deliver a holistic financial planning service to your clients.
Find out more
Our learning materials and resources
We’ve included a preview of the content and resources that will be available to you if you choose to study financial planning with us.