Certified Financial Planner CFP™ Training Course (5 Day) | CISI | 11 June 2018 | Succession Group, Succession Group Ltd, , Ground Floor Eden Building Chester Business Park Lakeside Chester CH4 9QT

This is a 5-day training course for the Diploma in Financial Planning which leads to the Certified Financial Planner™ designation. These courses will be delivered by an impartial trainer who is also one of our Accredited Training Providers. Over the five days, candidates will receive extensive training on what is required for the financial plan assessment in a generic form (an example case study will be used). Additionally, candidates will be allocated time during the course to work on their own plan. This course focuses on the case study section of the Diploma in Financial Planning and does not include Financial Planning & Advice training.

A certain criteria must be met to complete a successful application for the CFPTM certification.

The eligibility criteria for becoming a CFPTM is as follows:

•To hold the Diploma in Financial Planning:
•An RDR compliant* qualification (with gap-fill if necessary) or a current and valid SPS
•To hold CISI MCSI membership or higher
•To meet experience requirements (one year of supervised or three years of unsupervised experience)
•To attend this course you will need to order a case study for which candidates are required to meet the entry criteria as above.

The application can be found online or a request sent to either FPexams@cisi.org or customersupport@cisi.org

We recommend that this is ordered 2-4 weeks before the start of the course to study the eLearning package that comes with the case study and carry out some basic calculations in line with the required standards (please contact us for more information on required standards).

Learning objective
The aim of the course is provide candidates with the relevant knowledge, skills and understanding for them to be able to construct their own written financial plan based on their case study which meets the syllabus requirements of the case-study element of the CISI Diploma in Financial Planning qualification.

2018 Speaker

Campbell Edgar
CFP™ Chartered FCSI