There were 49 successful candidates out of 61 who took their CISI Level 6 Certificate in Advanced Financial Planning narrative exam this spring.
The CISI says it is the largest cohort so far to have sat the new CFP certification pathway. All those who were successful passed on their first sitting.
The CFP exam has been criticised in the past for having a low pass rate. It was run by the Institute of Financial Planning for many years before the IFP merged with the CISI in 2015.
The CISI recently made some radical reforms to the CFP pathway, including raising the highest level from Level 6 to Level 7.
The Level 6 Certificate in Advanced Financial Planning is the first step to achieving the new Level 7 Diploma in Advanced Financial Planning.
The diploma is part of the pathway to the highest global certification available to Financial Planners in the UK, Certified Financial Planner.
CISI head of Financial Planning Jacqueline Lockie CFP, Chartered FCSI, said: “We are delighted to congratulate these candidates who have worked hard to achieve this important step on their CFP journey.
“With 49 out of 61 passing this exam, this demonstrates that, alongside the recent L7 successes, the new CFPTM pathway is achievable. The next step for these individuals is for them to move on to the Level 7 Financial Plan Case Study. We look forward to continuing to support them through the CFP certification process.”
The next Level 6 Advanced Financial Planning exam will be sat on 2 September with the date to register for that sitting 6 July.
Successful candidates (listed are those willing to share their results):
Daniel Bellamy MCSI
Susie Bewell, Chartered MCSI
Jordan Cairney ACSI
Laurence Daly - Merit
Kieran Duffy APP ACSI
Cameron Farnell, Chartered FCSI
Craig Forbes, Chartered FCSI
Jamie Gallienne, Chartered MCSI
James Geldart, Chartered MCSI
Corin George, Chartered FCSI
James Green, Chartered MCSI
Rowan Hedley MCSI
Thomas Hodgson, Chartered FCSI
Gabriella Houseman ACSI - Distinction
Daniel Lawrence, Chartered FCSI
Paula MacGregor, Chartered FCSI
Connor Martin MCSI
Jessica McGowan MCSI
James Murry - Merit
David Nelson, Chartered MCSI - Distinction
Michael O’Reilly ACSI
Simon Prescott, Chartered FCSI - Merit
Mark Salter MCSI
Thomas Starkie, Chartered MCSI
Annabel Watson, Chartered MCSI
Jonathan Wright - Merit
• Editor's Note: This is a list of successful candidates who have confirmed they wish to share their results as of 4 May. It is not a list of all successful candidates.