A spot of nostalgia as Kim Bendall, senior paraplanner at The Paraplanners, compares today's financial advisory qualifications with those of yesteryear...
The CII has recently announced that it is axing some of its entry level Certificate in Financial Planning qualifications, due to a lack of demand. Unit CF5 (integrated financial planning) is scheduled to be withdrawn in July 2015, while CF2 (investment and risk) and CF4 (retirement planning) are being given their marching orders in August 2015. The Certificate level exams were primarily targeted at those in non-advisory support roles and have understandably fallen in demand due to the rise in advisers' minimum qualification requirements from Level 3 (Certificate) to Level 4 (Diploma). ...
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