|Duration:||1 day revision course|
Financial advisers, private wealth managers, solicitors, and accountants
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This qualification has been created to meet the new FSA exam standards (Qualifications and Credit Framework Level 4) in full. It fully reflects feedback and discussion with the market with regards to the format, availability and exam methodology.
The Diploma in Regulated Financial Planning is suitable both for new entrants and experienced advisers seeking to upgrade to Level 4. It is the new benchmark qualification for advisers.
The Diploma in Regulated Financial Planning covers the six required subject areas identified by the FSA/FSSC:
To complete the Diploma in Regulated Financial Planning you need to pass all six units. Holders of the first unit in Financial Services, Regulation and Ethics are authorised to advise under supervision while they work towards completion of the full diploma.
The Diploma in Regulated Financial Planning is modular in structure, with five of the six units being multiple-choice tested and therefore examined year-round. The sixth, the planning unit R06, is examined six times a year. This enables delegates to build a study programme around known commitments and busy periods.
Provisional results for the multiple-choice examinations are released immediately on completion, with results released in four weeks for the written exam.
Upon completion delegates will be awarded the Diploma in Regulated Financial Planning. PFS members are entitled to use the designation DipPFS (CPD requirements apply).
Credits obtained in completing the diploma can also be used towards the Advanced Diploma in Financial Planning, leading to Chartered Financial Planner status.
Dates to be advised
(R04) Pensions and retirement planning: TBA | £295
Prices exclude materials and exam fee