The Institute of Financial Planning (IFP) has changed its certified financial planner (CFP) certification process by adding a written examination to the existing case study component.
The Principles of Financial Planning exam includes 30 multiple-choice questions and can be taken online or at an examination centre. The IFP's original requirement for CFP certification consisted of a case study element only. Candidates will need to pass the exam before beginning a case study. The changes came in from 1 January, but do not affect existing CFP professionals or those already in the assessment process. The professional body has made the changes as part of its plans to get the CFP certification on the Qualifications and Credit Framework (QCF). It expects the certificat...
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