The Personal Finance Society says intermediaries who have passed eight Advanced Financial Planning Certificate modules will be invited to hold the new charter status.
But once reform of the exams regime is implemented, members will instead be required to attain a minimum number of ‘credits’ from ‘modules’. Details of the Diploma and Advanced Diploma, which replace the FPC and AFPC, will not be fully revealed until October as the PFS says final decisions have yet to be made as to how many credits will be applied to relevant modules. Learning statements will be issued by the PFS in November to all members, detailing the qualifications they hold and will invite those who meet the appropriate standard to apply to become chartered financial planners. ...
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