Marcus  has attained the Certified Financial Planner CFPCM. designation in May 2009 which is an internationally recognised qualification and is seen predominately as the highest education level that someone in our industry can achieve. Currently there are around 400 Certified Financial Planners in New Zealand so this shows what a great achievement this is.

To achieve the (CFP) qualification Marcus had to get a Diploma in Business Studies endorsed in Personal Financial Planning from Massey University and then do 2 years of mentorship with a fellow (CFP) to ensure he was meeting the stringent criteria.

This was also accompanied with him doing a 7 paper course through Adviserlink which is NZQA approved - Certificate in Financial Services - this qualification is expected to be the minimum requirement under the incoming compliance laws for financial planners in New Zealand.

Finally he had to submit a Full Financial Plan to the IFA committee who then vote on his plan and give final approval of Marcus being able to use the credential.

So what does this mean for clients of CII Ltd - well it means that not only can they be confident that they are recieving expert advice based on experience but also now based on the highest education level possible. The standards that the (CFP) credential imposes means that Marcus has to follow a very strict process.

Futher information on the (CFP) credential

Certified Financial Planner (CFP) is the financial planning designation recognized internationally as the highest credential for financial planning worldwide. CFP licensees have complied with a stringent set of eligibility criteria laid down and regularly tested by the international body that controls the CFP mark. Only a CFP designated financial planner has the right to use this globally recognised mark. The CFP and Certified Financial Planner marks distinguish that person as being amongst the most experienced and knowledgeable in their profession. The CFP and Certified Financial Planner designation also requires the holder to pursue a broad-based continuing education programme, which ensures their ability to continue to meet your needs.