The qualification, which is more structured and progressive than the current SII diploma says the IFP, examines four key activities. Including advising on packaged products, securities, derivatives and investments.
The new programme comprises three three-hour narrative modules focusing on financial markets, portfolio construction theory and applied wealth management.
According to IFP, the move has allowed the SII to blend together aspects from existing diploma modules into a package that offers wealth management firms and practitioners a dedicated professional qualification.
IFP director of education Lucy Courtenay says: “This is an exciting development as the SIIM in Wealth Management is focused on the specific needs of financial planners and wealth managers. It provides an alternative route for those wishing to approach the CFP assessment that is at an appropriate level and with content which is highly relevant to the needs of financial planners.”
For further details on the SIIM wealth management programme email firstname.lastname@example.org.