Catriona Standingford

new financial adviser exam
2

Which chartered route is right for you?

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, […]

6

Is the new adviser re-evaluation test fit for purpose?

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 […]

2

Which level 4 exams are right for your staff?

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 […]

Savings-Education-University-Piggy-Bank-Book-Study-700x450.jpg

Top tips ahead of CII R06 and AF5 exam sittings

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 […]

1

What to expect from the CII’s new pension transfer qualification

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 […]

The changing face of adviser CPD

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 […]

Spiral-Notebook-Business-Corporate-Strategy-700x450.jpg

How to reach your adviser exam goals

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 […]

1

Development focus: Is AF3 still the right path for me?

The CII’s Advanced Diploma AF3 pension planning unit has always been a challenge for exam candidates and caused much upset with its decreasing pass rate. Back in 2012 51.93 per cent of candidates passed. By 2015 this had plummeted to 31.47 per cent. A 20 per cent decrease in such a small amount of time […]