Bespoke Training Solutions
Bespoke Training Solutions
Bespoke Training Solutions
 

Diploma in Financial Planning

There are two levels to this qualification: Diploma and Advanced Diploma.

The Diploma is a Level 4 qualification and requires achievement of 140 exam credits with at least 80 of these at Diploma level. There are currently seven units available with 20 credits per unit and one, JO8, with 30 credits.

To achieve the Advanced Diploma 290 credits are required.

Exam Structure - Diploma:

J01 - Personal Tax
  • 15 compulsory written short questions
  • 55% pass mark
  • 2 hour exam
JO2 - Trusts
JO3 - Tax and Legal Aspects of Business
JO4 - Pension Funding Options
JO5 - Pension Income Options
JO6 - Investment Principles, Markets and Environment
JO7 - Supervision in a Regulated Environment
JO8 - Financial Planning Practice
  • 2 case studies with questions
  • 55% pass mark
  • 3 hour exam

 

Exam Structure - Advanced Diploma:

AF1 - Personal Taxation & Trust Planning
  • Case study approach
  • 55% pass-mark
  • 3 hour exam
AF2 - Business Financial Planning
AF3 - Pension Planning
AF4 - Investment Planning
AF5 - Holistic Financial Planning

CII Diploma Support

Diploma workshops from Bespoke Training Solutions are designed to assist individuals with their exam preparation. They concentrate on areas in the CII course books that could be written in a foreign language as they appear so difficult to understand!
As a company we understand the challenges facing financial advisors - especially so with the unenviable combination of carrying out  ‘Business as usual’ in these challenging economic times, the pressure of the Retail Distribution Review and December 2012 creeping ever closer.

What makes the Diploma exams such a challenge?

  • A broad syllabus from which 15 questions are randomly drawn
  • The need to demonstrate a high level of knowledge in all syllabus areas
  • Application, not just regurgitation, of knowledge
  • Where to go and what to use to aid revision and achieve an exam pass

How to maximise Diploma exam success chances?

  • Study the CII course book prior to attending the BTS workshop
    • The  workshops clarify areas that learners frequently struggle with but do not remove the need for personal study of the CII course book prior to attendance
  • Highlight areas you are struggling with to ensure clarification on the day
  • Use as many practice questions in the run up to the exam itself

What support are we offering for the April 2010 CII exam sittings?

The experiences of the last 12 months have shown us that advisors need more support in order to maximise their chances of CII Diploma exam success. BTS is therefore offering a greater variety of support options in terms of a menu approach. Advisors can choose the amount of support they require taking into account their own needs and preferred learning styles.

Click here for information on Study and Support options and prices :
link to study options
Click here for information on Workshop Dates and Venues
link to dates and venues

 

 

 


Financial Services Courses CEMAP, CEFA, IFS, Certificate, Qualifications and Advanced Diploma Practice Exam Papers
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Bespoke Training Solutions Limited
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Exam, Qualifications, Diploma, CEMAP, CEFA, IFS, Courses