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

FCA opens targeted support authorisation gateway

FCA opens targeted support authorisation gateway

Firms can now apply for permission to provide targeted support

Isabel Baxter
clock 02 March 2026 • 2 min read
Nearly two million rely on unvetted influencers for financial advice

Nearly two million rely on unvetted influencers for financial advice

Around 7.7 million UK consumers have followed social media advice

Isabel Baxter
clock 02 March 2026 • 3 min read
Feel Good Friday: Continuum adviser to run London Marathon for hospice charity

Feel Good Friday: Continuum adviser to run London Marathon for hospice charity

Mike Jarrett will raise funds for St Peter’s Hospice

Professional Adviser
clock 27 February 2026 • 1 min read