RFA-RDR Gap Fill
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RFA/RDR Gap Fill

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Jersey International Business School is pleased to announce that we are Fitch 7city Learning's preferred partner for the Channel Islands.

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In conjunction with Fitch 7city Learning, Jersey International Business School is offering its clients online CPD gap fill modules in order to meet RFA/RDR gap fill requirements.

What is it?

As part of the Review of Financial Advice, there are some qualifications that require retail advisers to complete “gap fill” in order to fully meet the requirements set out by the Jersey Financial Services Commission. These knowledge gaps must be filled through structured CPD (Continuing Professional Development) top up and a record of this kept in order to demonstrate full compliance.

Who does it affect?

CPD gap fill applies to the following transitional qualifications*:

  • CISI Investment Advice Certificate
  • Certificate in PCIAM
  • CFA Program (Levels I, II or III)
  • London Stock Exchange
  • CISI Masters in Wealth Management Diploma

*this list is not exhaustive – view the Jersey Financial Services Commission website for full details.

How can Jersey International Business School and Fitch 7city Learning help?

Jersey International Business School has formed a partnership with Fitch 7city Learning to offer CPD gap fill portals to its clients who are requiring a flexible, yet trackable, solution to their gap fill requirements.

7city portal home

What is the gap fill portal?

Fitch 7city Learning’s gap fill portals contain online training modules designed to address the gaps and help you to become RFA/RDR compliant. You can sign up for whichever modules are relevant to your position, and if you are unsure about which modules you should be taking, there is a qualifications assessment questionnaire to complete once you access the online course (PCIAM only).

How does the portal work?

We know that you’re busy, so we’ve put together expert tutor recordings broken down into manageable sections. There are supporting slide packs, including tutor-annotated notes. You can watch these recordings on the portal, or download them to any MP3 or MP4 player for review at any time. The online portal also features access to Fitch 7city Learning’s expert tutor faculty via an online helpdesk, so you can clarify outstanding issues.

Each portal includes:

  • Study plan providing an overview of progress across the modules
  • Downloadable learning modules for study whenever and wherever it suits you
  • Online tests to demonstrate competence and knowledge acquisition
  • Access to a tutor via our online helpdesk
  • E-certification on completion

7city portal screenshot

What is it like studying online?

Fitch 7city Learning’s portals are intuitive and simple to use. They are accessible from any computer and recordings can be downloaded as audio or video files for review on the move. The content is broken down into manageable sections and a test at the end of each module helps to consolidate knowledge and demonstrate completion of the study programme.

For a sample of one of the recordings, please click here.

7city sample recording

How can I be sure it’s RFA/RDR compliant?

At the end of each module there is a short test and, assuming you pass, an e-certificate is issued as proof of completion of the course. These e-certificates validate your attendance and demonstrate that you have met the CPD gap fill requirements.

Fitch 7city Learning’s CPD gap fill solutions are accredited by CISI, in conjunction with their qualifications.

Which gaps do the portals address?

Fitch 7city Learning’s gap fill portals cover all the gap fill required by the following CISI qualifications:
 

Gaps that require filling by qualification
    PCIAM LSE IAC MWM
Minimum structured learning CPD needed for gap fill to meet requirements Core: Financial services regulation and ethics 1 hour 14 hours 8 hours 3 hours
Core: Investment principles and risk 3 hours 12 hours 6 hours None
Core: Personal taxation 1 hour 1 hour 1 hour 1 hour
Gaps to be filled, depending on your specific role Securities None 6 hours 6 hours 6 hours
Derivatives 12 hours 18 hours 12 hours 12 hours
Financial protection, pensions and retirement planning 7 hours 18 hours 6 hours 6 hours

Cost

Offering PCIAM IAC LSE MWM NON-CISI
Total cost £355 £495 £495 £355 £495

How to book?

To book please complete the online booking form.

Or if you would like to book more than five places please contact Gemma Renfrey on 816338 or email gemmarenfrey@jerseyibs.com who will send you a multi-booking form.

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The 2013-2014 series commences on 4 June 2013, and includes eleven seminars of 60 minutes followed by a 15 minute Q&A, plus one highlight event.
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