Diploma in Financial Planning 'TRAIN TO GAIN' - Click HERE for more info
This qualification, from the CII, carries OFQUAL Level 4 accreditation and on completion you will be eligible to use the designation DipPFS.
For the Diploma to be awarded, you must hold one of the following qualifications :
- Financial Planning Certificate - FPC
- Certificate for Financial Advisers - CeFA®
- Certificate in Financial Planning - CFP - (Units 1-5)
Completion requirements
- You must accumulate a total of 140 credits to complete the Diploma, of which 80 credits must be at Diploma level.
- The remaining 60 credits must come from any of the examinations offered within the CII financial services framework at Certificate and Diploma level, or from comparable qualifications offered by other awarding bodies.
Diploma in Financial Planning - 20 credits per unit
J01 - Personal Tax
J02 - Trusts
J03 - The tax and legal aspects of business
J04 - Pension Funding Options
J05 - Pension Income Options
J06 - Investment principles, markets and environment
J07 - Supervision in a regulated environment
JO8 - Personal Financial Planning ( 30 credits )
Delegates for the CII Diploma and Advanced Diploma courses can upgrade to include the Wizard Learning online training package until their exam date.
Douglas James Training provides intensive one and two-day revision courses for all of the above diploma qualifications in-house at your location or at our training centres.
Please click HERE for forthcoming dates, or contact us at info@douglasjamestraining.co.uk for more details.
TESTIMONIAL
'Having sat the exam yesterday, can I say that the revision day was invaluable in preparing for it and worth the six and a half hour drive in each direction !
I would recommend this revision course to anyone taking J08'
Caroline Watson - Financial Planning Manager - Axa Life
"CeMAP®, CeFA®, CeRER®, CeRGI®, CeCM®, CeRCC® and the ifs logo are all registered trademarks of the ifs School of Finance. Use by Douglas James Training Consultants Ltd does not imply any endorsement of our training courses by the ifs School of Finance".
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