CISI launches new study pathway for CFP license

Need Level 7 Diploma

Sophie King
clock • 1 min read

The Chartered Institute for Securities and Investment (CISI) has launched a new study pathway for candidates to gain Certified Financial Planner (CFP) certification.

Candidates who want to complete the new study pathway to gain CFP certification will need to meet entry requirements for the new CISI Level 6 Certificate in Advanced Financial Planning examination, which will be followed by a financial plan assessment at Level 7. To gain CFP certification, CISI candidates who have achieved the Level 7 Diploma will also need to have completed three years of relevant experience, complete the CISI integrity test and log annual CPD. Hear from Jacqueline Lockie and dozens of other expert speakers at Professional Adviser's PA360 conference in London on 25 A...

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

Robert Peston: Middle East conflict 'particularly problematic' for UK growth

Robert Peston: Middle East conflict 'particularly problematic' for UK growth

Robert Peston discusses at PA360

Sophia Panayi
clock 29 April 2026 • 4 min read
Dynamic Planner launches Financial Happiness Index for advisers

Dynamic Planner launches Financial Happiness Index for advisers

Consumer Duty aligned adviser benchmark based on a data set and behavioural model

Sophia Panayi
clock 29 April 2026 • 2 min read
PFS's Pathway to the Profession project hits  500-member target

PFS's Pathway to the Profession project hits 500-member target

A third of new members are women

Sophia Panayi
clock 28 April 2026 • 2 min read