Many modern financial planners aspire to study beyond Level 4, but what does it take to reach Level 7 and what are the benefits?
In this 30-minute CPD we chat to Christopher Morris, head of financial planning policy and engagement at the Chartered Institute for Securities & Investment, about the ins and outs of the certified financial planner designation, which sits at Level 7, the highest financial planning qualification in the country.
CFP is slightly different to the Chartered Insurance Institute's chartered qualification, which sits at Level 6 and is generally considered more technical than CFP.
However, both can offer similar benefits to advisers, in that they challenge the candidate to think further and consider what it takes to achieve best practice in financial advice.
We will also hear from two recent CFP graduates, Sarah Huffen from Gilded Wealth and James Robinson from Mazars, about how they prepared for the exam and case study and what tips they can pass on to aspiring CFPs.
To bank your CPD, answer the questions below after watching the video.
carmen.reichman@ft.com
