CFP Eligibility

If you already hold an RDR-compliant qualification for FCA Activities 4 and 6 (with gap-fill if required), such as our Investment Advice Diploma (Financial Planning & Advice), then you can start your journey to becoming a CFP professional.

Your eligibility

To begin the process of becoming a CFP professional, you must first hold an RDR-compliant qualification for FCA Activities 4 and 6 (Retail investment products and friendly society tax-exempt policies)

The evidence required to confirm eligibility could be either:

  • qualifications learning statement from the relevant awarding body
  • or should your qualification alone not meet the requirements then evidence of gap fill undertaken is also acceptable – gap fill evidence can be requested via email from the awarding body and then included as evidence to show that you meet the entry requirements of the CFP
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