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CFPCM CertificationCFP Certification – Global Excellence in Financial PlanningTM Over 900 CFP professionals in the UK are part of this global community of 120,000 from 23 territories. CFP certification is an advanced qualification which tests a candidate’s ability to apply their detailed knowledge and skills in order to produce an effective financial plan. Becoming a CFP professional is not easy. It’s a real challenge and that is why CFP certification is highly respected as an international standard. It is achieved by the completion of a comprehensive financial plan, based on a case study supplied by the IFP. It can be viewed in the same way as preparation of an undergraduate dissertation. This follows a learning path that has already tested the individual on their technical knowledge. Large financial services firms are making CFP certification a core requirement for those who work within their Financial Planning divisions. In the UK, leading firms like Bluefin, Grant Thornton, Hargreaves Lansdown, Mazars, BDO and Haines Watts are choosing this route as the most appropriate in a changing regulatory environment post de-polarisation and particularly since the FSA announced the Retail Distribution Review (RDR) process. Whether you work in a large or small firm, becoming a CFP professional provides the means to communicate your expertise to clients and open career opportunities too. CFPCM CERTIFICATION PROCESSThe CFP certification is not an examination as such; instead it tests your ability to apply complex technical knowledge by putting it into practice using a case study approach. You will be required to construct a financial plan based on a case study provided by the IFP. It is strongly recommended that you register for the E-learning facility. This not only explains the procedure, but also highlights the stringent standards that must be met for a financial plan to successfully meet the assessment criteria: it also contains two example case studies and financial plans. CFPCM CERTIFICATION COURSES AVAILABLE> Focused Assessment Programme
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CFPCM CERTIFICATION RESOURCE LIBRARY
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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.