Certificate in Paraplanning
All Paraplanners are not the same. If you're keen to demonstrate that you are amongst the Paraplanner elite, then gaining the Certificate in Paraplanning and becoming an Accredited Paraplanner should be your next step.
To obtain the UK's leading Paraplanning qualification you'll need to demonstrate your technical knowledge, planning skills and all round competence in Financial Planning.
The Certificate in Paraplanning consists of :
- an online or paper-based examination, set at QCF level 4, which takes place in designated centres across the UK
- two hours of multiple choice questions and written responses based on real case studies
- an industry recognised certificate that's also worth 20 credits towards the CII diploma.
It's also an ideal step towards obtaining CERTIFIED FINANCIAL PLANNERCM certification – the global standard of excellence in Financial Planning – for those who wish to follow this path.
In order to obtain the Certificate in Paraplanning candidates will need to sit the Principles in Financial Planning exam which is offered by FPSB (UK). Once a candidate has passed this exam they will then be awarded the Certificate in Paraplanning. The exam is set at QCF level 4. Upon successful completion of the examination, candidates can then become authorised by the IFP to use the title of Accredited Paraplanner.
CFPCM, CERTIFIED FINANCIAL PLANNERCM and CFP logo are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.