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[become a member] 10 March 2010
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Home Study

The 12-week home study is not a course. Instead candidates will produce a financial plan within 12 weeks, based on a case study, which is provided by the Institute of Financial Planning. Candidates will need to integrate an average of 70 hours of coursework into their daily lives.

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> What does the home study entail?

 

 

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> 2010 Prices
> CFP Certification Resource Library

WHAT DOES THE HOME STUDY ENTAIL?

Candidates will produce a financial plan based on a case study that is provided by the Institute of Financial Planning. 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

Once you have completed your financial plan it will be assessed against the CFP certification standards by two assessors and should take approximately 6 – 8 weeks. They will either pass the plan or provide feedback on which parts of the plan need to be clarified or improved. You have a total of three chances to pass the assessment using your chosen case study. The first submission counts as one entry. A response to the feedback is your second attempt and you have one further attempt after this. If, after the third attempt, your plan fails to pass, a new case study will have to be selected for you to produce a fresh plan.

2010 PRICES

 

IFP Member 

Non Member 

CFP Certification Case Study

£75

£75

E-Learning Access (Recommended) £100 £150
Assessment Fee £150 £150
Re-Submission Fee £150 £150

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CFPCM CERTIFICATION RESOURCE LIBRARY

> Download guide to CFP Certification
> Download CFP Certification entry requirements
> Download CFP Certification syllabus
> Download CFP Marks use guide


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CFPCM, CERTIFIED FINANCIAL PLANNERCM and CFP 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.

Institute of Financial Planning Limited
Registered in England: Whitefriars Centre, Lewins Mead, Bristol BS1 2NT
Registered number: 2109630, VAT Number: 489201333