Wednesday, 18 December 2013 09:54
18 auditors to take CFP professional exam
A firm which works with Financial Planners has announced its 18 strong audit team will take the Certified Financial PlannerCM qualification.
Threesixty, based in Cheadle-Hulme, near Stockport, told Financial Planner Online, it is enrolling its staff for the seminar and exam starting next March.
The experienced audit team will beginning with the two day Integrated Financial Planning course starting in March and followed by the Principles of Financial Planning Exam exam.
Threesixty managing director Phil Young believes that the Certified Financial PlannerCM exam will provide good insight into the Financial Planning process.
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He said: "While a good number are Level 6 qualified and above, we made sure all the compliance and technical team were Level 4 qualified as a minimum for 1 January 2013.
"This is our minimum recruitment standard as clients need to feel confident about our knowledge.
"Pushing ahead with CFP was something we wanted to do post RDR, to place more emphasis on skills development and to ensure that everyone fully appreciates the subtleties of Financial Planning to a consistent standard."
Once the audit team has completed the course, the best approach and timescales for the rest of the qualification will be considered.
Mr Young, who has been MD of the 10 year-old company for about two years, added: "We will continue to support those progressing towards Chartered status as well, as plenty are there or thereabouts."
IFP chief executive Steve Gazzard said: "It's great to see such a professional organisation as threesixty identify how our Integrated Financial Planning programme and going on to become a Certified Financial PlannerCM professional can help their team develop the Financial Planning skills and competencies required to thrive whether advising, or in this case supporting advisory businesses, in the post RDR world".
Threesixty, based in Cheadle-Hulme, near Stockport, told Financial Planner Online, it is enrolling its staff for the seminar and exam starting next March.
The experienced audit team will beginning with the two day Integrated Financial Planning course starting in March and followed by the Principles of Financial Planning Exam exam.
Threesixty managing director Phil Young believes that the Certified Financial PlannerCM exam will provide good insight into the Financial Planning process.
{desktop}{/desktop}{mobile}{/mobile}
He said: "While a good number are Level 6 qualified and above, we made sure all the compliance and technical team were Level 4 qualified as a minimum for 1 January 2013.
"This is our minimum recruitment standard as clients need to feel confident about our knowledge.
"Pushing ahead with CFP was something we wanted to do post RDR, to place more emphasis on skills development and to ensure that everyone fully appreciates the subtleties of Financial Planning to a consistent standard."
Once the audit team has completed the course, the best approach and timescales for the rest of the qualification will be considered.
Mr Young, who has been MD of the 10 year-old company for about two years, added: "We will continue to support those progressing towards Chartered status as well, as plenty are there or thereabouts."
IFP chief executive Steve Gazzard said: "It's great to see such a professional organisation as threesixty identify how our Integrated Financial Planning programme and going on to become a Certified Financial PlannerCM professional can help their team develop the Financial Planning skills and competencies required to thrive whether advising, or in this case supporting advisory businesses, in the post RDR world".
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