CII Diploma in Financial Planning
Financial advisers, act now before its to late!
The Retail Distribution Review (RDR) has proposed the introduction of new minimum qualification requirements for financial advisers: the need for an Ofqual (Office of the Qualifications and Examinations Regulator) accredited Level 4 qualification.
It is proposed that current practising advisers must obtain a level 4 qualification, such as the CII's Diploma in Financial Planning, by the end of 2012 (new entrant advisers will be under a requirement from 2010).
Before making your decision you need to consider which route is most suitable for each individual’s personal situation. CII Diploma in Financial Planning OR IFS Diploma for Financial Advisers which one is the right path? See our guide!
Details of the FSA’s qualifications requirements have yet to be finalised, but the indications are that anyone holding the Diploma in Financial Planning will meet the new required standard. And should any additional knowledge requirements be identified in the interim, Diploma holders will be able to address these through undertaking continuous professional development (as opposed to other examinations).
The Diploma in Financial Planning develops advanced technical knowledge and understanding across a broad range of key advisory areas:
- J01 personal taxation
- J02 trusts
- J03 business planning
- J04 pension funding
- J05 pension income
- J06 investment
- J07 supervision in a regulated environment.
- J08 financial planning practice (first exam sitting July 09)
The format of the individual units reflects the needs of today’s market for current, targeted technical learning. Modular in structure, with no compulsory units, the Diploma allows you to develop a learning programme that reflects your job role and career requirements.
Completion of the Diploma will enhance your technical knowledge, support regulatory compliance, help reduce risk and improve your career prospects. It provides an objective measurement of your knowledge and understanding and will enhance your clients’ confidence in your service.
To gain more information about the Diploma in Financial Planning and which units you may want to study which will not only gain the qualification but enhance your job please visit the CII website. Download our CII Financial Study Guide to see how GP can help you build your knowledge and refine your exam technique.
How we can help you..
Our financial services division incorporating PMC have many years experience in training Financial Services Advisers. We specialize both in knowledge based trainnig to achieve qualifications and more generic sales, sales management, sales leadership and coaching skills. We only use consultants that have a proven track record in achieving outstanding results. We also have a great deal of experience of field based selling and use this experience to bring our programmes to life.
Financial Courses
- Course Types Key
- In House Courses
- Tailored Courses
- Public Courses
J01 Personal Tax Revision Workshop – Diploma in Financial Planning
A two day revision workshop designed to increase your understanding and knowledge around J01 Personal Tax study material. This is achieved through practical application of the syllabus to ensure you leave with the confidence necessary to help you pass your exam.
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Available Dates:
Birmingham, UK - 13 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j01-personal-tax-revision-workshop-diploma-in-financial-planning_630.shtml
City of London, UK - 13 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j01-personal-tax-revision-workshop-diploma-in-financial-planning_634.shtml
Birmingham, UK - 15 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j01-personal-tax-revision-workshop-diploma-in-financial-planning_631.shtml
City of London, UK - 15 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j01-personal-tax-revision-workshop-diploma-in-financial-planning_635.shtml
Bristol, UK - 20 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j01-personal-tax-revision-workshop-diploma-in-financial-planning_639.shtml
Manchester, UK - 20 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j01-personal-tax-revision-workshop-diploma-in-financial-planning_643.shtml
Bristol, UK - 22 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j01-personal-tax-revision-workshop-diploma-in-financial-planning_640.shtml
Manchester, UK - 22 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j01-personal-tax-revision-workshop-diploma-in-financial-planning_644.shtml
J02 Trusts Revision Workshop – Diploma in Financial Planning
A two day revision workshop designed to increase your understanding and knowledge around J02 Trusts study material. This is achieved through practical application of the syllabus to ensure you leave with the confidence necessary to help you pass your exam.
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Show me the dates for the...
Available Dates:
Bristol, UK - 13 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j02-trusts-revision-workshop-diploma-in-financial-planning_632.shtml
Manchester, UK - 15 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j02-trusts-revision-workshop-diploma-in-financial-planning_636.shtml
City of London, UK - 20 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j02-trusts-revision-workshop-diploma-in-financial-planning_641.shtml
Birmingham, UK - 22 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j02-trusts-revision-workshop-diploma-in-financial-planning_638.shtml
J03 - The Tax and Legal aspects of Business Workshop – Diploma in Financial Planning
A two day revision workshop designed to enhance your understanding and knowledge around J03 The Tax and Legal aspects of Business Workshop study material. This is achieved through practical application of the syllabus to ensure you leave with the confidence necessary to help you pass your exam.
I would like to enquire about this course as a...
Show me the dates for the...
Available Dates:
Manchester, UK - 13 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j03-the-tax-and-legal-aspects-of-business-workshop-diploma-in-financial-planning_401.shtml
Bristol, UK - 15 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j03-the-tax-and-legal-aspects-of-business-workshop-diploma-in-financial-planning_633.shtml
Birmingham, UK - 20 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j03-the-tax-and-legal-aspects-of-business-workshop-diploma-in-financial-planning_637.shtml
City of London, UK - 22 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j03-the-tax-and-legal-aspects-of-business-workshop-diploma-in-financial-planning_642.shtml
J04 - Pension Funding Options Workshop – Diploma in Financial Planning
A two day revision workshop designed to enhance your understanding and knowledge around J04 Pension Funding Options study material. This is achieved through practical application of the syllabus to ensure you leave with the confidence necessary to help you pass your exam.
I would like to enquire about this course as a...
Show me the dates for the...
Available Dates:
Birmingham, UK - 27 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j04-pension-funding-options-workshop-diploma-in-financial-planning_645.shtml
City of London, UK - 29 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j04-pension-funding-options-workshop-diploma-in-financial-planning_652.shtml
Bristol, UK - 04 Oct 10
http://www.gptrainingconsultants.com/courses/financial/j04-pension-funding-options-workshop-diploma-in-financial-planning_656.shtml
Manchester, UK - 06 Oct 10
http://www.gptrainingconsultants.com/courses/financial/j04-pension-funding-options-workshop-diploma-in-financial-planning_661.shtml
J05 Pension Income Options Workshop – Diploma in Financial Planning
A two day revision workshop designed to enhance your understanding and knowledge around J05 Pension Income Options study material. This is achieved through practical application of the syllabus to ensure you leave with the confidence necessary to help you pass your exam.
I would like to enquire about this course as a...
Show me the dates for the...
Available Dates:
City of London, UK - 27 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j05-pension-income-options-workshop-diploma-in-financial-planning_648.shtml
Birmingham, UK - 29 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j05-pension-income-options-workshop-diploma-in-financial-planning_650.shtml
Manchester, UK - 04 Oct 10
http://www.gptrainingconsultants.com/courses/financial/j05-pension-income-options-workshop-diploma-in-financial-planning_660.shtml
Bristol, UK - 06 Oct 10
http://www.gptrainingconsultants.com/courses/financial/j05-pension-income-options-workshop-diploma-in-financial-planning_657.shtml
J06 - Investment principles, markets and environment Workshop – Diploma in Financial Planning
A two day revision workshop designed to enhance your understanding and knowledge around J06 Investment principles, markets and environment study material. This is achieved through practical application of the syllabus to ensure you leave with the confidence necessary to help you pass your exam.
I would like to enquire about this course as a...
Show me the dates for the...
Available Dates:
Bristol, UK - 27 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j06-investment-principles-markets-and-environment-workshop-diploma-in-financial-planning_646.shtml
Manchester, UK - 29 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j06-investment-principles-markets-and-environment-workshop-diploma-in-financial-planning_653.shtml
Birmingham, UK - 04 Oct 10
http://www.gptrainingconsultants.com/courses/financial/j06-investment-principles-markets-and-environment-workshop-diploma-in-financial-planning_654.shtml
City of London, UK - 06 Oct 10
http://www.gptrainingconsultants.com/courses/financial/j06-investment-principles-markets-and-environment-workshop-diploma-in-financial-planning_659.shtml
J07 Supervision in a regulated environment Workshop – Diploma in Financial Planning
A two day revision workshop designed to enhance your understanding and knowledge around J07 Supervision in a regulated environment study material. This is achieved through practical application of the syllabus to ensure you leave with the confidence necessary to help you pass your exam.
I would like to enquire about this course as a...
Show me the dates for the...
Available Dates:
Manchester, UK - 27 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j07-supervision-in-a-regulated-environment-workshop-diploma-in-financial-planning_649.shtml
Bristol, UK - 29 Sep 10
http://www.gptrainingconsultants.com/courses/financial/j07-supervision-in-a-regulated-environment-workshop-diploma-in-financial-planning_651.shtml
City of London, UK - 04 Oct 10
http://www.gptrainingconsultants.com/courses/financial/j07-supervision-in-a-regulated-environment-workshop-diploma-in-financial-planning_658.shtml
Birmingham, UK - 06 Oct 10
http://www.gptrainingconsultants.com/courses/financial/j07-supervision-in-a-regulated-environment-workshop-diploma-in-financial-planning_655.shtml
J08 - Financial Planning Practice Workshop – Diploma in Financial Planning
A two day revision workshop designed to enhance your understanding and knowledge around the J08 Financial Planning Practice exam.. This is achieved through practical application of the syllabus to ensure you leave with the confidence necessary to help you pass your exam.
I would like to enquire about this course as a...
Show me the dates for the...
Available Dates:
Birmingham, UK - 11 Oct 10
http://www.gptrainingconsultants.com/courses/financial/j08-financial-planning-practice-workshop-diploma-in-financial-planning_662.shtml
City of London, UK - 11 Oct 10
http://www.gptrainingconsultants.com/courses/financial/j08-financial-planning-practice-workshop-diploma-in-financial-planning_664.shtml
Bristol, UK - 13 Oct 10
http://www.gptrainingconsultants.com/courses/financial/j08-financial-planning-practice-workshop-diploma-in-financial-planning_663.shtml
Manchester, UK - 13 Oct 10
http://www.gptrainingconsultants.com/courses/financial/j08-financial-planning-practice-workshop-diploma-in-financial-planning_665.shtml
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