2 Responses to “Financial Planning Certificate – Why You Need It?”

  1. w s says:

    How to get financial planning certificate in the UK?
    Where do you study for that? I want to work within the financial industry? Any Universities that offer that in London?

  2. Jaminio says:

    What you are referring to is being an IFA, its very retail oriented and doesn’t deal with any of the compex stuff (the FSA wont allow us to sell derivatives to the general public under UCTIS III and MiFID)

    To be a planner you will need the Certificate in Financial Planning (link below)

    If you want to work in the Financial Industry proper, you will need a 2:1 degree and a decent head for maths. Then Apply to wealth management grad schemes or investment banks if you’re feeling brave.

    Good Luck
    References :
    http://www.cii.co.uk/financialservices/qualifications/Qualification.aspx?award=CertFP

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