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Revisiting the chalkboard
Raising the qualifications bar will mean the return of advisers to the classroom
The autumn of this year will also see the launch of Revision Mate, which is a free online add-on study support system that will provide access to a range of revision tools to reinforce understanding of the core learning text.
Many of the advisers now signing up for the diploma have not studied in some time. This has encouraged an increase in the number of bookings on face-to-face training courses. These advisers value the interactive group environment which allows them to raise queries and get direct feedback as well as interacting with their peers. Due to the growth in demand, new evening and Saturday courses have been introduced which will have less impact on the working day.
3. Is recognition available for prior study that I have undertaken?
We have always recognised exam credits for previous relevant study undertaken with other professional bodies such as IFP, IFS and SII. However, as of last month we have extended prior learning accreditation to include relevant business related degrees, achieved within that last 10 years. These credits, subject to the specified qualification completion requirements, can be used towards completion of the diploma, advanced diploma and attainment of chartered financial planner status.
These are just a few of the issues that we have addressed and we are working on a number of others. For example, we are aware that exam capacity and frequency is seen as an issue and we are already looking at options to address this.
We recognise that the RDR places a big responsibility on professional bodies such as the CII. We are focused on developing new ideas and initiatives to try and help advisers rise to the challenges posed by the RDR. We are very open to new ideas and suggestions and are absolutely committed to playing our part in delivering a very supportive learning experience.
Steve Jenkins is financial services director of the CII


