(R04) Pensions and retirement planning
| Duration: | 1 day revision course |
| Level: | |
| Suitable for: | Financial advisers, private wealth managers, solicitors, and accountants |
| CPD Hours: | |
| Cost: | £295.00 |
| Book Now » |
Overview
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.
Course content
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:
- (R01) Financial services, regulation and ethics
- (R02) Investment principles and risk
- (R03) Personal taxation
- (R04) Pensions and retirement planning
- (R05) Financial protection
- (R06) Financial planning practice
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.
Learning Outcomes
- Understand the principles of financial advice
- Be able to confidently explain a wide range of products to clients
- Understand the UK tax system
- Explain pensions and retirement planning
Cost & dates
Dates to be advised
(R04) Pensions and retirement planning: TBA | £295
Prices exclude materials and exam fee
In-house: This course can be organised in-house if numbers allow
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