Financial Planning Practice

Course

In Cranford

£ 269 VAT inc.

Description

  • Type

    Workshop

  • Location

    Cranford

  • Duration

    1 Day

Facilities

Location

Start date

Cranford (Middlesex)
See map
745 Bath Road, TW5 9QE

Start date

On request

About this course

Completion Requirements: • You must accumulate a total of 140 credits to complete the Diploma, of which 80 credits must be at Diploma level. • The remaining 60 credits must come from any of the examinations offered within the CII financial services framework at Certificate and Diploma level, or from comparable qualifications offered by other awarding bodies.

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Course programme

CII - Diploma in Financial Planning - J08 - Financial Planning Practice

  • Accredited with OFQUAL (The qualifications regulator) at level 4.
  • Helps financial advisers develop and demonstrate their financial planning capabilities
  • 2 Case Studies - 15 short answer questions.

This qualification, from the CII, carries OFQUAL Level 4 accreditation and on completion you will be eligible to use the designation DipPFS.

For the Diploma to be awarded, you must hold one of the following qualifications :

  • Financial Planning Certificate - FPC
  • Certificate for Financial Advisers - CeFA®
  • Certificate in Financial Planning - CFP - (Units 1-5).

Financial Planning Practice

£ 269 VAT inc.