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CII set to bring in modular diploma from 2006

The Chartered Insurance Institute is introducing a new diploma in financial planning in 2006 as part of its phased replacement of the AFPC with a new modular system.

The changes, eight years after the last review of the AFPC, will reflect changes in the regulatory and distribution landscape.

Seven new units will be added including personal tax, trusts, the tax and legal aspects of business, pension funding and income options, investment principles, markets and environments and supervision in a regulated environment.

The Personal Finance Society is also preparing to promote financial advice to the public, benefiting from the CII’s newly established chartered status.

The PFS says it plans to use its website to push the benefits of financial advice and is putting together literature for advisers to give to clients.

CII group public affairs director John Ellis says: “We are expecting increased take-up. The thing that has switched advisers on is the chartered status.

“This more modular approach makes things easier for advisers because they can do exams in smaller chunks.

“We have not done this to deliberately trump any other organisations but we have a more expansive range of qualifications than anyone else.”

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