IFP rolls out paraplanning qualification

clock

The Institute of Financial Planning (IFP) has officially launched its Certificate in Paraplanning, which is set at QCF Level 4.

It says the qualification will give recognition to the role and differentiate successful candidates from other paraplanners carrying out a more administrative function. The certificate will be set at QCF level 4 and awarded to candidates who have successfully passed the Principles of Financial Planning examination. One section of the examination will be multiple-choice, with the remainder being case study based with candidates being required to produce highly focussed answers including calculations and recommendations. Candidates can take the exam at locations across the UK, with t...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

News editor's view: Let's give it up for the small advice firms

News editor's view: Let's give it up for the small advice firms

The news editor's Friday Night Takeaway from 22 May

Isabel Baxter
clock 22 May 2026 • 4 min read
Women more likely to seek professional financial advice – research

Women more likely to seek professional financial advice – research

Twenty percent of women likely to seek advice

Sophia Panayi
clock 22 May 2026 • 2 min read
The expectation gap: Why suitable advice can still fail the client

The expectation gap: Why suitable advice can still fail the client

'The industry is moving from suitability, to understanding and now to expectation management'

Elly Dowding and Lee Coates
clock 22 May 2026 • 4 min read