New gap-filling option exclusive to CFPCM professionals

Institute of Financial Planning

For CFP professionals who prefer the idea of taking a further exam to doing CPD, Calibrand and the Institute of Financial Planning have launched two short exams which will fill the gaps and award professionals with the full Diploma in Professional Financial Advice from Calibrand/SQA.

The Diploma is an FSA approved RDR level 4 qualification that covers 100% of the RDR learning outcomes and therefore requires no further gap-fill.

Unit Syllabus Covered Questions Pass Mark Exam Duration Guided Learning Hours
Total Cost inc VAT £400
CFP 1 - Financial Services, Regulation and Ethics ALL 80 65% 90 mins 60
CFP 2 – Combination Unit for CFP professionals CFP ‘gap’ (Units 2-6) 80 65% 90 mins 60

If you have already completed R01 this will be accepted as an alternative to Unit 1 above and will reduce the cost to £256.00 including VAT. As with all Calibrand examinations, learning materials are free of charge and free practice tests are available.

If you are interested in this route, please download the registration form and send to rdr@calibrand.com or for further information contact suel@financialplanning.org.uk.