Advisers must pass a one-day 'professional discussion' on four case studies and a technical interview to reach QCF Level 4 via the CII's alternative route, launched today.
Each candidate is assessed by two Chartered Financial Planners who are also trained CII assessors. Before the day long interviews, advisers must submit a portfolio of evidence detailing their relevant qualifications and CPD. The assessment is for only experienced advisers as a non-examination route to achieving the Regulated Financial Planning Diploma ahead of the RDR. In total the assessment will cost applicants £1,950, which is significantly higher than the traditional route. A CFP holder and member of the Personal Finance Society or CII can complete the Diploma via the exam rout...
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