A guide to the Advanced Diploma in Financial Planning (CII)

What is the Advanced Diploma in Financial Planning? “The RQF Level 6 Advanced Diploma in Financial Planning builds on existing knowledge enabling advisers to develop specialist planning capabilities and offer a sophisticated and comprehensive approach to financial management. Members with over five years’ sector experience can apply for Chartered Financial Planner status on completion of …

A guide to Adv DipFA (Diploma in Financial Advice)

What is Adv DipFA? Adv DipFA is a level 6 qualification provided by the London Institute of Banking & Finance and is registered with Ofqual in the Regulated Qualifications Framework (RQF) and recognised by the Financial Conduct Authority (FCA). It succeeds the DipFA qualification which is the qualification that is required to provide professional advice …

A guide to Chartered status for Financial Advisors and Paraplanners

Benefits of Chartered status Higher income potential – Chartered individuals can often demand a higher salary than that of a regular Financial Advisor or Paraplanner for example, Glassdoor reported that the median salary for a Financial Planner is around £54,000 whereas a Chartered Financial Planner makes around £14,500 per annum more at close to £69,000! …

A guide to DipPFS

What is DipPFS? DipPFS comprises unit options from the CII Personal Finance qualifications framework, providing a total of 100 credits (Diploma in Regulated Financial Planning) or 140 credits (Diploma in Financial Planning) on successful completion and there are 37 units to choose from. Important note – AF2 and J03 will be withdrawn after the 2020-2021 syllabus, …

A guide to DipFA

What is DipFA? The Diploma for Financial Advisers (DipFA) is a Level 4 FCA approved qualification that is required to provide professional advice on retail investment(s). It is broken down into two units. Unit one: Financial Services Regulation Ethics (FSRE) which is a 2-hour objective exam comprising 90 multiple-choice questions and 2 case studies with …

What does the budget mean for Financial Services?

After a turbulent 2020, the 2021 Spring Budget was marketed as the Budget that would protect jobs and livelihoods. Indeed, it was anticipated that the Chancellor would extend the COVID-19 business support packages and lay the foundation for future economic prosperity. COVID-19 support packages The Government is extending the CJRS for a further five months …