IFP-CISI deal could see launch of Level 4 financial planning qualification

The organisations have discussed building a financial planning-informed offering which, together with existing qualifications available from both bodies, would offer a "complete pathway" for a new adviser - from entry level to Certified Financial Planner or Chartered Wealth Manager status. Advisers said the move could break the stronghold of rival professional body the Chartered Insurance Institute (CII), which - alongside a handful of other organisations - currently issues the majority of adviser Level 4 qualifications. The IFP announced on 7 August it is planning a merger with the C...