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Certificate in Financial Planning Diploma in Financial Planning Advanced Diploma in Financial Planning Certificate in Financial Planning The Financial Services Authority expects staff at all levels and functions to demonstrate the necessary skills for their role in order to perform effectively. The Certificate in Financial Planning is aimed at those wishing to become financial advisers or who work in a related technical or administrative role. It provides staff with the knowledge they need to perform effectively. It not only improves the efficiency and flexibility of staff, but also enhances their individual career prospects. The qualification satisfies the FSA’s regulatory requirements for appropriate qualifications for financial advisers. It has been accredited by the Qualifications and Curriculum Authority (QCA) as a Level 3 qualification. The certificate has five units that all need to be passed by examination:
As part of the CII’s credit based system, the Certificate in Financial Planning is worth 70 credits. The completion of a further long-term care insurance exam by Certificate in Financial Planning or equivalent holders results in the Certificate in Financial Planning and Long Term care Insurance being awarded. It caters for the regulatory needs of those who advise on investments and long term care insurance products.
As part of the CII’s credit based system, the CF8 examination is worth 15 credits. By completing the Certificate in Financial Planning, candidates will gain a solid grounding of the financial services market in general, especially financial planning. It can be used as a springboard for completing further qualifications such as the CII’s Diploma in Financial Planning. FSTC provides face to face revision courses for all units within this qualification. In addition to our standard courses, we are more than happy to tailor our training to meet your specific needs. |
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