The CII has announced not one but three qualifications accredited to QCA Level 3 under the new regulatory regime, targeting financial and mortgage intermediaries, including those advising on lifetime mortgages.
The news follows last week’s announcement by the Securities Institute to offer its own qualification for IFAs, also accredited to Level 3. Specifically offered by the CII will be: Certificate in Financial Planning, consisting of 5 units: UK financial services regulation and ethics, investment risk, financial protection, retirement planning, integrated financial planning - "like fp3, a written case paper," according to Paul Turner, CII qualificiations development manager. Units 3 and 4 - financial protection and retirement planning - will be offered on a same afternoon basis f...
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