J12 is not one of the most widely talked about exams but is an interesting option for advisers looking to add a string to their bow The Chartered Insurance Institute’s J12 Securities Advice and Dealing exam was introduced in 2013 following the RDR, along with its Level 4 Certificate in Securities Advice and Dealing. This […]
I am often asked whether or not it is worth working towards the CII’s chartered status, to which I invariably answer “yes”. However, uncertainty can stem from the number and mix of credits required to achieve the advanced diploma in financial planning, which is the qualification that forms part of the chartered status requirements. So, […]
Eyebrows have been raised over the cost and relevance of the assessment Earlier this month, the FCA and Chartered Insurance Institute launched a new test to reassess the level of knowledge of advisers with the Level 4 Diploma in Financial Planning. The Regulated Retail Investment Adviser Re-evaluation assessment is aimed at raising standards and competence, although […]
There is a bewildering choice of exams at level 4, all tested in different ways. Here, I want to look at two of the most popular routes: the CII’s Diploma in Regulated Financial Planning and Diploma in Financial Planning. There are, of course, options from other examining bodies such as the Chartered Institute for Securities […]
The R03 personal taxation exam has the lowest pass rate of all the R0 papers. What are the key hurdles to overcome?
Last-minute preparation for the next round starting on 16 April In order to complete the level 6 Advanced Diploma in Financial Planning, a student must pass the compulsory unit AF5: Financial Planning Process. Anyone that holds the level 4 Diploma in Regulated Financial Planning will already have passed R06: Financial Planning Practice. These exams do […]
Candidate feedback from the first sitting of the AF7 Pension Transfers unit has been encouraging Last year, the Chartered Insurance Institute launched its new Certificate in Pension Transfer Advice qualification, which includes the new CII AF7 Pension Transfers unit. The new CII AF8 Retirement Income Planning unit was launched at the same time to replace […]
We have seen a huge change in the qualifications landscape over the years. Not only have the exams themselves changed, so too has the provision of learning and development throughout financial services. When I sat my FPC exams back in the old days, I remember looking around for assistance so that I did not just […]
The right path to take comes down to personal choices involving timescales and units
The new CII AF8 unit will be assessed via coursework, not the traditional exam-based approach, which has come as a surprise to many
Would a mixture of both exam and coursework be a better test of an adviser’s knowledge?
A new year always feels like a fresh start. We hit the ground running with numerous plans, many of which include becoming more qualified. Give it a few weeks, though, and the novelty starts wearing off. Perhaps the thought of sitting more exams to achieve chartered status loses its shine. Or the arrival of a thumping […]