Next year will see the launch of the certified financial planner pathway, the chief executive of the Chartered Institute for Securities & Investment has said.
Simon Culhane said this had been created to help advisers become certified like many others around the world.
Last year the CISI admitted the route towards CFP was not "fit for purpose", saying the syllabus was being completely redrawn.
Mr Culhane said: "The biggest news in the pipeline for 2019 will be the introduction of the new certified financial planner pathway with workbooks, training and support being put into place to support planners on their journey to become CFP professionals and join the 175,500 around the world.
"HSBC will also be starting to put its advisers through the CFP and its intention is, in the longer term, to offer an affordable financial planning service to more of the population.
"We will also continue to work alongside our European and international Financial Planning Standards Board CFP affiliate organisations to share best practice from around the world."
The changes to the CFP syllabus were brought about by the fact the UK had the lowest pass rate of any country taking the qualification.
During 2019 the CISI will also launch its Financial Planning Ambassador scheme which includes a new Financial Planning Mentoring scheme, starting on January 1.
Mr Culhane said: "We have a steady stream of mentees and mentors who have signed up to support the growth in the financial planning profession. The ambassador scheme will help support financial planning in the branches with a pool of experienced CFP professionals as speakers and as press commentators."
The CISI is also planning for continued expansion in the Middle East and Africa, for both qualifications and membership, with increased interest in mandatory CPD received also from regulators in these regions.
Mr Culhane said: "As for Brexit, we, like the rest of the country, don’t know what the outcome will be. So we are preparing for every eventuality and for our own budgeting purposes we are ready to work with an optimistic or pessimistic result.
"The surprising element so far has been the resilience of the finance sector."
damian.fantato@ft.com
