The level 4 Financial Planning & Advice exam run by the Chartered Institute for Securities & Investment (CISI) has received approval from the Financial Conduct Authority (FCA).
The new qualification, which evidences core knowledge in financial protection, pensions, retirement and financial planning for those advising on retail investment products, will sit within the CISI's level 4 Investment Advice Diploma (IAD) and will also become the first unit of the CISI Certificate in Paraplanning. FCA approval confirms the exam meets the needs of those advising on retail investment products and friendly society tax-exempt policies - that is, FCA activities 4 and 6 - when taken as part of the IAD. Welcoming the news, CISI chief executive Simon Culhane (pictured) said:...
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