Academy to run courses for RDR qualifications

Courses leading to a qualification designed to meet the requirements of the FSA’s Retail Distribution Review will be running at the Academy from July

The course leading to the ifs School of Finance Level 4 Diploma for Financial Advisers (DipFA) is being held in response to feedback given by Norfolk advisers at a recent ifs roadshow in Norwich organised by the Academy and Fig.

Marjorie Eade, Regional ifs President said:” This is a great opportunity for advisers to work in a structured, interactive programme alongside others in the local sector and with personal support from the tutor. I am delighted that ifs has recognised the importance of our region.

The registration deadline is Friday 25 June and the first programme runs from July to April 2011.

ifs Level 4 Diploma for Financial Advisors (DipFA)

Programme Details:

The ifs School of Finance's Diploma for Financial Advisers (DipFA) is aLevel 4qualification for financial advisers who wish to enhance their prospects by demonstrating a higher level of knowledge and skills.

Both units of the DipFA are accredited at Level 4 in the National Qualifications Framework (NQF), consistent with the professionalism proposals within the FSA's ongoing Retail Distribution Review. The DipFA appears on the FSA's list of transitional qualifications under its 'no regrets' policy, meaning that DipFA holders will only need to complete top up CPD by the end of 2012 to remain qualified.

Qualification Details:

The Diploma for Financial Advisers (DipFA) is a 9 month part time programme consisting of 2 core units: Financial Planning Principles (Month 1 – 3) and Advanced Financial Advice.(Months 4 – 9)

Upon completion of the Financial Planning Principles unit,you will be able to:

• demonstrate knowledge and understanding of financial institutions and be able to identify the different types of service that they provide
• identify and explain the functions and importance of the main components of the monetary and financial system
• demonstrate an understanding of the reasons for regulation of the financial services industry and the key principles of that regulation, including both statutory and self regulation
• recognise and appreciate the influences on the financial institutions and markets including financial intermediation and disintermediation
• demonstrate an understanding of the concept and nature of risk and evaluate factors to the advice process for financial advice
• This will be demonstrated through completion of an on-line exam

Upon completion of the Advanced Financial Advice unit, you will be able to:

• evaluate and analyse complex information regarding clients' financial circumstances, needs and relevant considerations
• understand how to design, monitor and critically assess a bespoke portfolio with reference to market indices and empirical evidence
• understand how to evaluate the various tax considerations that need to be taken into account when making a recommendation for a client
• research and critically evaluate options
• formulate recommendations
• develop plans for the implementation of solutions
• present and explain your findings in a logical, clear, concise and coherent manner
• This will be demonstrated through a written assignment and on-line exam

For the course timetable (provisional) please click here...

For the registration form please click here...

The course cost is £1245.00

For more information contact Carl Fiander at c1fiander@ccn.ac.uk or ring 01630 773721.