Search results for "R03"
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Tax avoidance or tax evasion?
If you’re studying for R03 or AF1, it pays to remember K2. Not the mountain in the Himalayas, but the Guernsey based tax avoidance scheme that comedian Jimmy Carr (and also allegedly Gary Barlow) used to reduce his overall tax liability to a reported 1% of earnings. Tax avoidance is not strictly illegal – the leading case of Duke of […] -
CII Diploma in Regulated Financial Planning
This article will delve into the specifics of the Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning, an essential qualification for financial advisers introduced as part of the Retail Distribution Review. It will outline the six required units, explain the examination process, and highlight how the diploma meets Financial Conduct Authority (FCA) standards, ultimately preparing candidates for a successful career in financial advice. -
5 Steps for Diploma in Regulated Financial Planning
Previously, to be a financial adviser in the United Kingdom, you had to obtain a Certificate in Financial Planning. However, as of January 1, 2013, all financial advisers were required to have a Level 4 Diploma such as the CII Diploma in Regulated Financial Planning. The good news is that there are no prerequisites; it is open to anyone who […]
