The Institute of Financial Planning (IFP) has launched an online learning programme designed to help advisers fill any knowledge gaps they may have ahead of the Retail Distribution Review (RDR).
In order to be compliant with RDR, advisers must prove they have the relevant knowledge. Most must take an RDR-ready QCF Level 4 qualification, but some can undertaking knowledge 'gap-fill' activities.
The IFP's programme, free to members, covers pensions and retirement planning. It covers six modules, each covering at least one 'gap', and includes audio visual lectures, downloadable notes and online testing.
It has been launched with the support of Zurich and Technical Connection, who have produced the online testing programme, and the modules are being hosted on the Techlink platform, which allows users to automatically log their activities.
IFP education director, Sue Leech, said: "The programme provides an effective, easy-to-use tool which I'm sure will prove to be very useful and popular with our members when completing their requirements for the pensions and retirement planning unit."
Below are details of each module and when they become available:
- Module 1 - pension scheme investment funds (IFP learning outcome 211) available from 01 September 2011
- Module 2 - EFRBS, QROPS & Pensions Regulator compliance requirements (IFP learning outcomes 216-218) from 01 October 2011
- Module 3 - pension protection schemes, role & duties of trustees & administrators, pensions & divorce (IFP learning outcomes 219 - 222) from 01 November 2011
- Module 4 - employment law aspects, bankruptcy law and pension assets, role of government (IFP learning outcomes 223, 224, 202) from 01 December 2011
- Module 5 - corporate responsibilities, transitional reliefs post FA 2006, pension credit framework (IFP learning outcomes 203, 256, 259) from 02 January 2012
- Module 6 - personal accounts, DC schemes compliance requirements, triviality rules (249, 256, 259) from 14 January 2012.
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