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CII paper tests technical knowhow

The Chartered Insurance Institute has launched a practical paper as part of its diploma in financial planning qualification.

The Financial Planning Practice paper J08 is a three-hour paper consisting of two case studies with short answer questions focused on fact-finding, risk profiling, analysing client data and making recommendations.

The paper is worth 30 credits and is accredited at QCA level four.The first exam will be held in the July 2009 sitting.

Director of financial services Steve Jenkins says experienced advisers will have the skills to complete the paper and it will provide a way for new entrants to consolidate knowledge.

He says: “”We have developed a paper that tests advisers’ ability to apply technical knowledge. J08 offers increased practical relevance for the diploma in financial planning and improved assessment flexibility.””

PFS chief executive Fay Goddard says: “Technical knowledge is important but advisers need to demonstrate that they are able to apply the knowledge in their day to day job.”


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