The CFP certification is recognised globally as the gold standard for financial planning professionals. It will give you the necessary skills to build trust and help consumers in an increasingly complex advice world. The CFP process equips individuals with the following:
- A financial planning framework that is robust and repeatable
- Allows you to deliver a pure financial planning proposition consistently for each client
- Allows you to easily evidence decisions that will help reduce your compliance risk
- Increased client confidence that you can help them meet their life goals
- Improved relationships with clients that will ultimately lead to client referrals
Keep reading for further information on how to become a CFP professional with us, the only route to CFP certification in the UK.