RDR Evidence and record keeping
W
hen you submit your gap-fill record to the IFP, you will need to provide all the necessary evidence of your gap-fill activities for verification. You should keep all evidence for three years. Good record keeping is essential to ensure you can demonstrate that your gaps are filled.
CPD (historic or new)
- For all activities – attendance certificate and copies of any assessments undertaken
- For activities not accredited by the IFP or approved by another professional body, details of the content and structure of the event.
Exams (other than IFP qualifications)
A learning statement from the relevant professional body or original exam certificates (will be returned).
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.