So it appears advisers yet to reach the RDR's minimum qualification requirement (the equivalent of QCF Level 4, or, in equally confusing terms, about the same as the first year of an Honours degree) can be assessed via case studies and coursework, instead of written examinations.
The Association of IFAs (AIFA) this week launched its Diploma in Investment Planning, which it has set at Level 5 (collective “Ooooooooh!”). AIFA says it will help existing advisers apply and demonstrate...
Achievements, charity work and other happy snippets
Laughable excuses for persisting
Spent 56 years at Schroders
Warns on profits