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CII unveils Advanced Diploma

The Chartered Insurance Institute has unveiled its Advanced Diploma in Financial Planning which forms the final part of its new financial planning exam framework.

The CII says the diploma is designed to develop specialist financial planning capabilities and provide the gateway to Chartered Financial Planner status.

It is made up of five units – personal tax and trust planning, business financial planning, pension planning, investment planning and financial planning process.

CII deputy director general Bob Bullivant says: “The introduction of the advanced diploma completes the redesign of the advanced financial planning qualification. We now have a modular qualification where knowledge and expertise is built up over a course of study which is taken according to an individual’s development need.

The new advanced diploma places significant emphasis on financial planning s kills and is the premier qualification of its type in the world today. As with the AFPC it always has to be earned – CII has never grandfathered individuals into this qualification – and that makes it unique.”


Standard Life teams up with UBS for Sipp offering

Standard Life is to offer its Sipp through life and pensions business written by UBS.The life office has been added to a list of Sipp providers for the administration of business written by UBS.The Standard Life Sipp was launched in December 2004 and has over 20,000 customers with investments in excess of £2.4bn.Standard Life Assurance […]

Interest rates held at 4.75 per cent

The Bank of England has decided to hold interest rates at 4.75 per cent for the second month in a row.It follows the decision in August to raise the base rate by 0.25 per cent from the 4.5 per cent figure which had stood for a year.Abbey chief economist Barry Naisbitt says: “It is widely […]

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It’s been a busy week of news in the mortgage market as the down-time that is the summer months is now a distant memory.

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Dividend yields are not the only value that an investor might hope for in holding equities as the vast majority of companies earn profits significantly higher than that required to maintain or even increase their dividend payments


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