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...
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