Certified Financial Planner (CFP) Licence

Duncan Glassey is one of the few Scots to hold the internationally recognised Certified Financial Planner (CFP) Licence.

Marks of Quality

CFPCM, Certified Financial Planner and the CFP flame logo are licence marks licensed to the Institute of Financial Planning which can help you identify financial planners who are committed to competent and ethical behaviour when providing financial planning advice.

Individuals certified by the IFP have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFPCM licence process that includes demanding education, examination, experience and ethical requirements.

These standards are called "the four Es," and they are four important reasons why the financial planning practitioner you select should display the CFP licence mark as shown above.

Why are the CFP Licence Requirements Important?

Most people think that all financial planners are "certified," but this isn’t true. Anyone can call himself or herself a "financial planner." Only those who have fulfilled the licence and renewal requirements of the Institute of Financial Planning can display the CFP licence marks.

When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP licence provides that sense of security.

, CFPCM and Certified Financial PlannerCM are Certification Marks owned by Financial Planning Standards Board Ltd. Institute of Financial Planning is the sole licensing authority for the marks in the United Kingdom, through agreement with FPSB.