How can a CFP™ professional help you?

When it comes to financial planning and advice, a CERTIFIED FINANCIAL PLANNER™ professional can help you live the life you want, manage your finances and give you financial confidence.

Whether you are seeking help on retirement planning, investment planning, or budgeting, a CFP™ professional will work with you to make sure you’re in control of your finances and achieve your life goals.

CFP™ professionals have the knowledge, skills and experience to help you to review all of your options so you can make informed decisions about what you want from life both now and in future.

cisi.org/wayfinder

What makes a CFP™ professional different to other advisers?Research shows CFP™ professionals outscore other financial advisers significantly when it comes to excellent ratings on honesty and integrity, placing clients interest first*.

ü They understand clients’ needs and goals and explain financial matters in simple terms with no jargon.

ü They are highly qualified to develop a plan for your finances.

ü In the UK, there are lots of people that offer financial advice, but only around a thousand are CERTIFIED FINANCIAL PLANNER™ professionals.

CFP™ professionals have been tested to make sure they meet rigorous international standards. This means that not only will you have peace of mind regarding the technical accuracy of their advice but also the integrity that underpins it.

We are proud that all CFP™ professionals meet the following certification requirements:

Examination - Successfully completed a rigorous assessment which tests their knowledge and skills on key aspects of financial planning.

Experience - Gained relevant financial planning-related experience before they can use the CFP™ certification mark.

Ethics - Completed an integrity test and ethics CPD and sign up annually to the CISI Professional Code of Conduct.

Education - Met the education requirements set by the FPSB and completed 35 hours of CPD every year to stay current in financial planning knowledge.

To learn more about how a CFP™ professional can help you, visit cisi.org/wayfinder

*The Value of Financial Planning - FPSB Consumer Survey, 2015

Consumers who work with

CFP™ Professionals are

39%more likely to be satisfied

with their adviser over those working with

other advisers

Consumers who work with

CFP™ Professionals are

36%more likely to feel very

confident they will reach their goals

Consumers with a

comprehensive plan are

3 timesmore likely to feel confident

they will achieve their life goals

CFPTM, CERTIFIED FINANCIAL PLANNERTM and the CFP Logo are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Chartered Institute for Securities & Investment is the marks licensing authority for the CFPTM marks in the United Kingdom, through agreement with FPSB.