Money Marketing
Money Marketing Academy case studies
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Adviser Guides
3 Jun 2011
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AF1: Personal tax and trust planning
6 Jun 2011
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AF2: Business financial planning
6 Jun 2011
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AF3: Pension planning
6 Jun 2011
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AF4: Investment planning
6 Jun 2011
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AF5: Financial planning process
6 Jun 2011
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AIFA: Diploma in Investment Planning
27 May 2011
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A-Z of Adviser Training Providers
11 Jul 2011
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Breaking the marketing myth
11 Jul 2011
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Business Skills
3 Jun 2011
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Calibrand/SQA: Diploma in Professional Financial Advice
27 May 2011
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CF1: UK financial services, regulation and ethics
2 Jun 2011
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CF2: Investment and risk
2 Jun 2011
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CF4: Retirement planning
2 Jun 2011
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CF5: Integrated financial planning
2 Jun 2011
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Chris Wilder
11 Jul 2011
The Calibrand option covers all six modules and meets the RDR requirements without the need for any gap-fill. It was simple, straightforward and its main aim was to get advisers through to QCF Level 4. This was exactly what I needed.
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CII: Advanced Diploma in Financial Planning
27 May 2011
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CII: Certificate in Financial Planning
27 May 2011
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CII: Diploma in Financial Planning
27 May 2011
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CII: Diploma in Regulated Financial Planning
27 May 2011
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Daniel Clayden, Chartered Financial Planner
4 May 2011
All the exams I’ve taken have been with the CII. I chose the CII as an exam provider on the basis that I am a member of the PFS and that is where the affiliation lies…
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Financial protection
6 Jun 2011
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Gregor Watt
4 May 2011
I am currently doing the new CII exams for level 4. For me it was a straight choice between the CII and IFS and I chose the CII because I’d done some of their exams a while back and wanted to build on what I was doing then…
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I am already Level 6 qualified
27 May 2011
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I am en route to Level 6
26 May 2011
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I am en route to my Level 4 diploma
27 May 2011
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I am interested in Continuing Professional Development (CPD)
26 May 2011
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I am Level 4 qualified and need to gap-fill
27 May 2011
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I am yet to begin Level 4 studies
24 May 2011
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IFP: Certified Financial Planner certification
27 May 2011
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ifs School of Finance: Diploma for Financial Advisers
27 May 2011
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Investment and risk
6 Jun 2011
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J01: Personal tax
2 Jun 2011
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J02: Trusts
2 Jun 2011
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J03: The tax and legal aspects of business
2 Jun 2011
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J04: Pension funding options
2 Jun 2011
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J05: Pension income options
2 Jun 2011
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J06: Investment principles, markets and environments
2 Jun 2011
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J07: Supervision in a regulated environment
2 Jun 2011
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Jacqueline Thornton, Policy Analyst
5 May 2011
The AIFA exam is three hours and fifteen minutes with a 50% pass mark. We all receive five text books of around 200 pages each. Four are subject-based…
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Joel Adams
5 May 2011
I joined the industry as an 18-year old and as I came straight from college I was already tuned into doing exams. There was no mandatory qualification at the time…
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Other Business Qualifications
27 May 2011
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Paraplanner power
27 May 2011
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Phil Whitworth
5 May 2011
I had my FPC and started doing the J papers with the CII, but I found the format of the CII exams difficult. I couldn’t relate the text book and past papers process to my day-to-day work. The IFS exam had the advantage that I could get the whole thing done in 12 months with some focus and dedication…
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Practice Exams
3 Jun 2011
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R01: Financial services, regulation and ethics
3 Jun 2011
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R02: Investment principles and risk
3 Jun 2011
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R03: Personal taxation
3 Jun 2011
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R04: Pensions and retirement planning
3 Jun 2011
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R05: Financial protection
3 Jun 2011
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R06: Financial planning practice
3 Jun 2011
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RDR Transition Q&A
3 Jun 2011
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Retirement planning
6 Jun 2011
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Save money on study aids
3 Jun 2011
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Tim Page
9 May 2011
The FSA issued its gap fill and post-RDR requirements for CPD in January. We have been taking guidance from the IFP, which has turned around with a complete solution in five weeks…
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UK financial services, regulations, personal taxation and ethics
6 Jun 2011
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Unit 1: Financial services, regulation and ethics
6 Jun 2011
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Unit 1: Financial services, regulation and ethics
6 Jun 2011
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Unit 2: Advanced financial advice
6 Jun 2011
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Unit 2: Personal taxation
6 Jun 2011
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Unit 3: Investment principles and risk
6 Jun 2011
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Unit 4: Pensions and retirement planning
6 Jun 2011
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Unit 5: Financial protection
6 Jun 2011
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Unit 6: Application of professional financial advice
6 Jun 2011
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What are the RDR qualification requirements?
27 May 2011
