Focused Assessment Programme

The Focused Assessment Programme is a 3 stage programme developed for people wishing to become a CERTIFIED FINANCIAL PLANNER^CM Professional.

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WHAT ARE THE BENEFITS?

• It provides two full days of structured guidance provided by qualified CFP professionals

• A cost effective way of completing the assessment while still giving valuable support and advice

• It gives candidates more time to absorb principles and practice and to fine tune their skills ahead of submitting their plan

• Candidates have more time to spend in reviewing the assessment standards themselves and so know what is required in a successful submission well before they start working on their plan

• Candidates who attend the guidance days have a improved chance of passing the CFP certification

The Focused Assessment Programme has been broken down into 3 key areas to allow maximum flexibility and choice for candidates to attempt the assessment in the manner most appropriate to their learning needs.  To gain maximum benefit from the programme, IFP recommends that candidates take all three parts of the process.

THE 3 STAGES

Principles and Practice of Financial Planning

This one day workshop covers the core skills required for a professional Financial Planner to satisfactorily attempt the CFP certification process. It is essential for less experienced planners, although it is a useful way of revisiting the key elements of Financial Planning for all candidates attempting the CFP certification. READ MORE...

Assessment 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 CFP certification standards.  During the day candidates will work through the various elements of the financial plan and focus on the standards that normally cause candidates most problems. This workshop is lead by a CFP professional who knows exactly what the requirements are for succecfully completing the CFP Certification. READ MORE...

Assessment Session

This two day session allows candidates to come along and work on their financial plan without any distractions and then hand it in for assessment at the end of the two days. There will be a maximum of 5 people per session and a laptop; printing facilities and internet access will be available. READ MORE...

2010 DATES

2010 PRICES

> BOOK NOW (Comprehensive or 2 stage option)

> BOOK NOW (Individual courses)

CFP^CM CERTIFICATION RESOURCE LIBRARY

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