Advisers welcome advanced qualification

Benchmarked to QCA level 4, the qualification focuses on the practicalities of financial advice rather than just the acquisition of technical knowledge. Pilot participants represented a wide range of practitioners including bank employees, compliance managers, training managers and business and finance academics as well as experienced IFAs. A key part of the new qualification involves continuous assessment, based on the development of research analysis and presentation skills. A final assessment is based on a fact-find sent out to candidates before their exam. This pre-released case...