The Chartered Insurance Institute (CII) has launched a Financial Planning Practice paper (J08) to help advisers demonstrate their financial planning capabilities.
The paper, which is part of the CII's Diploma in Financial Planning qualification, is a practical test that includes two case studies complete with questions and answers. It says it deals with fact finding, risk profiling, analysing client data and making recommendations. "Market feedback has highlighted the need to test application of planning skills as well as technical knowledge. J08 offers increased practical relevance for the Diploma in Financial Planning and improved assessment flexibility," says Steve Jenkins, CII director of financial services. "This will enhance choice of Diplo...
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