Zurich launches Diploma support for advisers

clock

Zurich is providing access to new online learning materials in a bid to help advisers studying for examinations for the up coming Retail Distribution Review (RDR).

The provider says the move is part of its ongoing commitment to supporting advisers. Advisers studying for their Diploma in Financial Planning who are due to sit the JO8 Financial Planning Practice exam in October can now access revision materials for this latest module. The new revision materials provide advisers with hints and tips on passing the JO8 module, including revision techniques and case-studies to test the suitability of advice given to customers. Prior to sitting the J08 exam, advisers are provided with The revision materials provide an analysis of two fact finds whi...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Regulation

FCA and FOS reveal reforms as part of redress 'modernisation'

FCA and FOS reveal reforms as part of redress 'modernisation'

Follows joint call for input and government proposals

Isabel Baxter
clock 15 July 2025 • 3 min read
Professional Adviser TV: Remaining client centric in a time of increased regulation and digital demands

Professional Adviser TV: Remaining client centric in a time of increased regulation and digital demands

Kevin Bailey and James Sullivan also unpack what value looks like

Professional Adviser
clock 04 July 2025 • 1 min read
Targeted support: FCA shuns 'overly prescriptive' approach to vulnerability

Targeted support: FCA shuns 'overly prescriptive' approach to vulnerability

Considered prescribing how firms should support ‘vulnerable consumers’

Isabel Baxter
clock 30 June 2025 • 2 min read