|
Dear Wizard Learner
CII's Diploma in Financial Planning and the RDR
The FSA's latest interim report on the Retail Distribution Review indicates an industry wide desire for a higher standard of minimum qualification in order for individuals to provide clients with financial advice.
The regulator stated there was an industry wide agreement for a minimum standard at or around QCA Level 4. Currently the CII's Diploma in Financial Planning qualification meets this level.
In addition, some feedback given to the FSA called for an even higher minimum qualification standard for certain specialist areas of advice.
The full report is available by following this link http://www.fsa.gov.uk/pubs/discussion/rdr_interim_report.pdf
We will include further information on the RDR interim report in our next issue of our monthly online CPD notes and assessment service.
Wizard Learning believe that these statements are highly significant for advisers wishing to continue their work within the industry as well as all those wishing to join it. There has never been a better time for you to start planning your route to ultimate qualification success whether that is at certificate, diploma or advanced diploma level.
To help you with your planning our overview of qualifications including exam structures and syllabus overview is available here.
We remain committed to assisting advisers and technicians gain qualifications and maintain their knowledge through CPD. A full list of our products and prices are available here with many new products being planned in the coming months.
Kind regards
Wizard Learning
www.wizardlearning.com
Wizard Learning is run by Mike Goldsmith a Chartered Financial Planner in association with a team of highly qualified, industry experienced individuals in order to assist finance professionals pass industry exams and help meet their CPD requirements. We provide a wide variety of online learning solutions for recognised industry qualifications as well as online training on key skills.
To view this and other latest news as webpages visit this link http://www.wizardlearning.com/latest_news.html |