In November 2017, I was delighted to receive my Diploma in Regulated Financial Planning (and therefore the addition of some new letters after my name!). The Diploma is the qualification required to provide regulated financial advice. The diploma consists of six exams that cover all areas of financial advice including taxation, investment, pensions, protection and …
In November 2017, I was delighted to receive my Diploma in Regulated Financial Planning (and therefore the addition of some new letters after my name!). The Diploma is the qualification required to provide regulated financial advice.
The diploma consists of six exams that cover all areas of financial advice including taxation, investment, pensions, protection and regulation. Five of the exams are computer based multiple choice exams and the final paper is a three-hour written case study which is designed to examine an individual’s ability to provide suitable and rounded advice, underpinned by the technical knowledge acquired from the previous five exams – arguably a good representation of giving ‘real world’ advice.
The diploma is awarded by the Chartered Insurance Institute (CII) which is an internationally recognised body and the recommended study time to complete the diploma is around 370 hours.
I was fortunate enough to have been supported through the first three exams during my placement year at FPWM which gave me a good head start when I re-joined in June 2016 as a graduate. It was also advantageous going back to my final year of university with a good understanding of personal taxation; particularly useful for an Accounting and Taxation degree.
Many thanks to Alistair and Ian for their ongoing support – next stop Chartered!
Important Information: The views and opinions contained herein are those of the author(s) on this page and may not necessarily represent views expressed or reflected in other FPWM communications or strategies. This material is intended to be for information purposes only and is not intended as an offer or solicitation for the purchase or sale of any financial instrument. It is not intended to provide and should not be relied on for accounting, legal or tax advice, nor can anything stated be considered a personal recommendation. Reliance should not be placed on the views and information in this document when taking, or refraining from taking, individual investment and/or strategic decisions. Past performance is not a reliable indicator of future results. The value of an investment can go down as well as up and is not guaranteed. All investments involve risks including the risk of possible loss of principal. Information herein is believed to be reliable but FPWM does not warrant its completeness or accuracy. Some information quoted may be obtained from external sources we consider to be reliable. No responsibility can be accepted for errors of fact obtained from third parties, and this data may change with market conditions. These views and opinions may change.