Search results for "R05"
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Utmost Good Faith – Disclosure in 2014
https://brandft.co.uk/ Below, you’ll read about how the rules have changed regarding disclosure in the insurance industry. You’ll learn what the three classifications of non-disclosure are and how they would be treated in the event of an insurance claim. One of the first things we were taught in the insurance industry was ‘uberrima fides’ – a Latin phrase meaning “utmost good […] -
Hot Topic – CII Exams Pass Rates for 2013
http://www.brandft.co.uk/ The CII have published their 2013 exam pass rates, and below we compare the Annual Pass Rates with those of 2012. It’s that time of year again when the CII publish their exam pass rates for the previous year. Using stats from 2012 you can see below how these percentages have changed for the Diploma and the Advanced Diploma […] -
Hot Topic – Which Study Materials to Use for CII AF Exams?
http://www.brandft.co.uk Having recently been involved with a discussion over what materials to use to study for AF exams, we thought it might be useful to bring it up here and open it up for discussion. Exam The CII recommend studying: AF1 J02 Trusts R03 Personal Taxation R05 Financial Protection AF1 Case Study Workbook AF2 J03 Tax and Legal Aspects of […] -
R01 Exam: Financial Services, Regulation and Ethics
What to Expect from the R01 Exam The CII Diploma in Regulated Financial Planning is comprised of the R01, R02, R03, R04, R05 and R06 units. R01 to R05 are multiple choice question exams and cover different subjects within the diploma. There is very little cross over in the syllabus so most people take the exams one at a time […] -
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 […] -
CII Diploma in Regulated Financial Planning
The Retail Distribution Review (RDR) introduced many changes to the financial services industry in 2012 one of which was the requirement for financial advisers to hold a higher level of qualification to help improve the quality of advice. Under RDR the Regulated Qualifications Framework (RQF) Level 4 qualification became the minimum standard for an individual to work as a financial […] -
R06 Exam: Financial Planning Practice
What to Expect from the R06 Exam R06 is a level 4 exam which covers all aspects of financial planning practice and has been designed to help individuals strengthen their financial planning abilities. It is necessary to pass the R06 exam to achieve the Diploma of Regulated Financial Planning. The exam tests a candidate’s technical knowledge and their ability to […] -
CII Diploma in Financial Planning Exam Breakdown
The CII Diploma in Financial Planning is appropriate for anybody who gives financial advice to clients (individuals, companies or government bodies), such as independent financial advisers and tied-agents, as well as paraplanners, pension analysts, financial analysts and senior administrators. As individuals are now requried to attain the RQF level 4 status to give financial advice, the Diploma in Financial Planning […]