Units vary in difficulty and are assessed by either multiple choice question (MCQ) exam, written exam, mixed assessment, coursework assignment, or dissertation. I don't think this is a bad thing, as the support and ongoing training from a larger provider like Quilters is likely to be very adequate. What is CII qualification equivalent to? This is perhaps why many of the large nationals with academies (Quilter for example) choose to put their trainees through the LIBF route, most likely in order to get them qualified (and writing business) in as short a time as possible. But things have changed and now they all have something to offer advisers. Let usmatch you toyour perfect financial adviser, Find an IFA, Independent financial advisers, Restricted financial advisers, Mortgage advisers At the end of this unit candidates should be able to demonstrate their ability to understand the role of the paraplanner in providing financial services, and evaluate and analyse the customer's financial circumstances to provide potential solutions, At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills, At the end of the unit candidates should be able to understand the use of platforms in providing financial services, the legal regulatory environment in which they operate and the ability to assess the suitability of platforms in meeting client requirements. In order to have completed this qualification, individuals were required to obtain three units. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. You can make a half decent living as a (re)insurance broker. Copyright 2023 The Chartered Insurance Institute. The Certificate develops core knowledge and confidence of the key disciplines needed before you focus your subsequent studies and specialise according to your ambitions and career requirements. Important note: For FCA 'appropriate qualifications', such as the Diploma in Regulated Financial Planning or Certificate in Securities Advice and Dealing, all learning outcomes must be matched in order for an exemption to be given against its units. It is what the FSA has termed a 'transitional qualification' in that holders will satisfy the RDR qualification requirements, with any short-fall between the coverage of this qualification and the new exam standards to be met through . Throw in PCIAM to the mix from the CISI as well and then you really do have a contentious debate on your hands! Certificate in Insurance - Chartered Insurance Institute Registered office At 10th Floor, Southern House, Wellesley Grove, Croydon, England, CR0 1XG. Email: customer.serv@cii.co.uk. Demonstrate your ongoing commitment to professional standards and personal development. Level 3 qualifications are designed for further education students who are bridging the gap between GCSEs and university. This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues. Diploma in Financial Planning - the PFS Become a CIP To earn your CIP designation you must complete 10 courses and at least one year of full-time employment in the general insurance, life insurance, or a related financial services industry. If you hold historic London Market units or qualifications please contact us for further information. This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
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what is cii qualification equivalent to