IFP maps out CFP objectives to help advisers gap-fill
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The Institute of Financial Planning has outlined which of the FSA’s learning objectives are not covered by its certified financial planner qualification to help advisers carry out gap-filling.
Advisers with the CFP qualification have been sent a document identifying which of the learning objectives set by the FSA and the Financial Services Skills Council are not tested by the CFP case study approach.
Advisers can use the IFP list as a starting point to check the gaps against their own CPD records.
Advisers can use past CPD to satisfy the FSA and FSSC requirements as long as they can evidence that the missing learning objectives have been met.
An IFP spokeswoman says not all the gaps will require new CPD or new examinations as the objectives may have already been covered.
She says: “We have mapped the new learning outcomes from the new examination standards against those that would be achieved by going through the CFP certification process. We then identified those not directly tested through CFP.”
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