Exam courses include two full days of syllabus training, where participants focus on difficult components and areas often tested in the final exam. This is followed by a full day of revision.
Managing director Heather Dunne, who hosts the training sessions, has worked in financial services for over 20 years and has been a trainer for the Life Insurance Association, the Society Of Financial Advisers and now the CII.
She has worked on CII exams in many capacities, including question writing, course writing, manual reviews, examiner and senior examiner.
Dunne says it is important that advisers start studying now for the 2012 deadline when, under the current RDR proposals, all advisers will need a QCA Level 4 qualification to continue trading.
She says: “Last time the FSA moved the goalposts for qualifications, lots of people left it to the last minute to study, thinking it would be easy to pass, but they failed the exams. Many missed the deadline and ended up under direct supervision. For small firms, that is a nightmare.
“This time the exam structure, required knowledge and the application of that knowledge is much tougher. The courses give advisers an insight into what certain terms and phrases mean, what is expected in terms of application and how to do detailed calculations that often do not form part of advisers’ everyday work.”