The Chartered Insurance Institute (CII) has launched the first tier of its new exam regime for the Certificate in Financial Planning, which was introduced this year to replace the Financial Planning Certificate (FPC) and has had 21,500 entries to date.
The Certificate is comprised of five units with optional papers on pensions and mortgages. Candidates completing the Certificate are awarded 70 credits. The new Diploma level is the second tier of the regime and will comprise seven modular units, each attracting 20 credits: personal tax; trusts; the tax and legal aspects of business; pension funding options; pension income options; investment principles, markets and environment; and supervision in a regulated environment. A total of 140 credits is required to achieve Diploma level and holders of the qualification will be entitled as me...
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