What it means to be a Certified Financial Planner

Our Director and Chartered Financial Planner, Eric Mowinksi, has achieved Certified status.

To achieve Certified status, financial professionals must complete the following requirements, as set out by the Chartered Institute of Securities and Investment (CISI):

  • Education. Individuals must master theoretical and practical financial planning knowledge by completing a comprehensive course of study.
  • Experience. Individuals must meet relevant work experience standards to ensure they possess financial counselling skills in addition to financial planning knowledge.
  • Examination. Individuals must pass the CISI’s Financial Planning & Advice examination which assesses their ability to apply integrated financial planning knowledge to real world client situations.
  • Ethics. Individuals must agree to abide by the CISI’s strict Code of Conduct which defines their ethical responsibilities to the public, clients and employers.