Certificate in Paraplanning
The Certificate in Paraplanning is ideal for those who wish to demonstrate their knowledge, skills and competence in Financial Planning by obtaining the UK's only recognised Paraplanning qualification.
The Certificate in Paraplanning is:
- an online examination, set at QCF level 4, which takes place in designated centres across the UK
- two hours of multiple choice questions & 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. 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 are then authorised 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.