CERTIFIED FINANCIAL PLANNER certification
Would you like to join over 900 CERTIFIED FINANCIAL PLANNERCM professionals in the UK and be part of a global community of over 138,000 Financial Planning professionals?
The CFPCM certification is an advanced qualification which tests a candidate’s ability to apply their advanced levels of technical knowledge and skills in order to produce an effective financial plan.
Becoming a CFPCM professional is a real challenge and that’s why the qualification represents the only globally recognised mark of excellence in Financial Planning. It is achieved by the completion of a comprehensive financial plan, based on a case study supplied by FPSB (UK). Attempting CFPCM certification can be viewed in the same way as preparing for an undergraduate dissertation. This follows a learning path whereby the individual has been tested on their technical knowledge and has successfully met the entry requirements.
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.