View more on these topics

HDC offering training courses for CII exams

HDC Limited is offering training courses for advisers studying for Chartered Insurance Institute exams in the July and October sittings.

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.”

Recommended

Elephant in the room

When not immersed in personal financial planning, I am a keen amateur photographer.

Benefits - thumbnail

Global benefits predictions for 2015 from Jelf International

According to Doug Rice, managing director of international services, in 2015, managing their international duty of care will become an increasing focus for UK-based overseas organisations in both managing their short- and longer-term challenges. As a result, strong independent advice and innovative technological solutions will become more important than ever in managing their global benefits.

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment