Packages available
What we offer
We have training options to suit your particular learning style, whether your confident in your ability to achieve certification with limited support, or if you find face-to-face training more beneficial.
Principles and practice workshop
This one day workshop has been specifically designed for those working as financial advisers or Financial Planners to develop their Financial Planning skills. It is also an ideal workshop to understand what is required to become a CFPCM professional. Click here to find out more
Preparation day
This one day workshop has been specifically designed for those working as financial advisers or Financial Planners to develop their Financial Planning skills. It is also an ideal workshop to understand what is required to become a CFPCM professional. Click here to find out more
Focused education programme
The Focused education programme is a two stage programme developed for people wishing to become a CERTIFIED FINANCIAL PLANNERCM Professional, it includes the Principles and practice workshop, the Preparation day and access to the E-Learning package. Click here to find out more
The E-Learning Programme
To help you prepare effectively for the assessment, IFP provides an online E-Learning programme which is the ideal way to approach the task. Cost effective and user friendly, its modular approach will help you understand what is required to successfully prepare a financial plan and submit it for assessment.
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.