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Article: CII to provide practical financial planning exam.
- Article from:
- Financial Advisor
- Article date:
- February 5, 2009
CopyrightCOPYRIGHT 2009 FT Business. This material is published under license from the publisher through the Gale Group, Farmington Hills, Michigan. All inquiries regarding rights should be directed to the Gale Group. (Hide copyright information)
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Byline: Catherine Couch
The Chartered Insurance Institute has launched a financial planning practice paper for advisers to make best use of their knowledge with their clients.
Steve Jenkins, director of financial services for the Chartered Insurance Institute, said the J08 paper was part of embracing modern assessment methods and responding to what advisers wanted.
The paper can be taken as part of the overall level four qualification diploma in financial planning or as a standalone paper.
It is a practical test that includes two case studies with short answer questions focusing on factfinding and risk profiling, analysing client data ...