CFP 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