As the CII is placed on the FSA's provisional list of accredited bodies, Steve Aspinall, director of corporate development, takes advisers through a checklist of the key points they need to know…
Gap fill, in the run-up to the Retail Distribution Review (RDR) deadline at the end of 2012, requires advisers to consider two main issues: What qualifications and credit framework (QCF) Level 4 qualification, or equivalent, have you completed? How does that qualification match the 109 core learning outcomes highlighted by the FSA? If an adviser holds the CII’s Diploma in Financial Planning or a more advanced CII qualification such as the AFPC or Associateship (Life and Pensions), the exam modules taken in achieving that qualification will have covered a number of the 109 cor...
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