Adviser Guides
Guide to passing exams - part 1
But how do you make sure you pass an examination first time and have the right qualifications to succeed in life? This guide will help you pick and pass the right tests for you.
Answers supplied by the Steve Jenkins, director of financial services markets at the Chartered Insurance Institute, Mark Roberts, further education development manager of the ifs School of Finance, and Lucy Courtenay, qualifications director of the Institute of Financial Planning.
IN THIS GUIDE
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Q: What are the FSA’s qualification requirements?
The FSA has raised the benchmark qualification level for all investment advisers to the equivalent of QCF level four, with more relevant content...
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Q: How do I identify the qualifications I need?
The FSA has published a list of Retail Distribution Review (RDR) compliant qualifications.
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Q: How can I meet the FSA’s qualification criteria?
According to the CII, many advisers already satisfy the new requirements because they hold an FSA specified “transitional qualification”.
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Q: What should I ask an examining body?
Everyone is different and a chat with an exam provider is vital if you are not sure which route to take.
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Q: How do I prepare for a test?
To prepare for examinations candidates should make sure they read the latest exam unit syllabus and have the correct study materials.
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Q: What are the pros and cons of study methods?
There are lots of tools you can use to find your preferred learning style.
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Q: What assistance will help me pass the exam?
You can ask exam providers for a range of information to guide you through the exam process.
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Q: How do I make sure I have time to revise?
We have all booked into an exam which seems ages away and then all of a sudden, it is next week.