Richard Howells, intermediary sales director at Zurich UK Life, looks at how adviser firms can use RDR qualifications as a business asset rather than a chore.
A business asset The journey towards level 4 diploma has already been achieved by many advisers with over 20,000 diplomas sat in 2009 and many more expected this year. The new fully compliant post-RDR exams are set to be available from the summer so candidates can continue with the current route, adopt the new route or where possible, combine new and old. And now advisers will have the option of undertaking alternative assessment at level 5 following AIFA’s announcement last week to launch its own case-study based qualification. While there is no doubt the journey to level 4 diploma – ...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes