Information about the replacement for the FPC is now available on the website of the Chartered Insurance Institute.
The Certificate in Financial Planning - billed as the ‘natural successor to FPC’ – will provide a broader competency to meet new demands for expertise from mortgage advisers and those working with long-term care products. A brochure detailing the new qualification and various exam modules can be downloaded from the site. A minimum of five out of the eight units offered must be passed before the Certificate is awarded. Units covered include regulation and ethics, investments and risk, protection, retirement planning, integrated financial planning, mortgages, lifetime mortgages, and...
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