How to prepare

To help you prepare effectively for putting together and submitting your financial plan, the IFP has created four study options. Which route you choose will depend largely on your experience and preferred learning style.

Study routes

Principles and practice day

This one day workshop covers the core skills required for a professional Financial Planner to satisfactorily attempt the CFPCM certification process. It’s essential for less experienced planners, although it’s also a useful way of revisiting the key elements of Financial Planning for all candidates attempting the CFPCM certification. Click here to find out more

Preparation day

This one day workshop provides a structure which helps candidates to evaluate their abilities to construct answers within the required Financial Planning Case Study which meet the stringent CFPCM certification standards. During the day candidates will work through the various elements of the financial plan and focus on the standards that typically cause candidates most problems. This workshop is led by an experienced CFP Professional who can provide appropriate guidance in line with the required standards. Click here to find out more

Focused education programme

This comprehenisve package combines the Principles and practice day with the Preparation day workshop. In addition, candidates will be able to attend a two day 'assessment session.' This provides them with time away from the office or home to focus completely on finishing their financial plan. Click here to find out more

E-Learning package

To help you prepare for the assessment, the IFP provides an online E-Learning programme. Cost effective and user-friendly, the programme’s modular approach is popular with candidates who find it helps them to understand what is required to successfully prepare a financial plan and submit it for assessment.