Final Lowes Academy Brochure November 2022

The Courses

Level 4 Diploma in Regulated Financial Planning

It can be difficult to decide whether you should be looking to achieve the Chartered Insurance Institute (CII) Regulated Diploma in Financial Planning or go down another route. In 2020 Lowes Financial Academycompleted extensive research with various employers within the financial services sector, to determine which professional body was the most appropriate for professionals within this sector. It was apparent that the qualifications provided by the CII was the most respected and suitable. Employers felt that this qualification better equipped new advisers, giving them a wider range of in-depth knowledge to better serve the client. The CIIRQF (Regulated Qualifications Framework) Level 4 Diploma in Regulated Financial Planning meets the Financial Conduct Authority’s qualification requirements for anyone advising on retail investment products as it helps develop core technical knowledge and financial planning capabilities. The Diploma in Regulated Financial Planning is appropriate for individuals who would like to become advisers, paraplanners, technical consultants, and for those in financial planning support roles. It is particularly suitable for anyone seeking to give retail investment advice. The Diploma in Regulated Financial Planning is appropriate for individuals who would like to become advisers, paraplanners, technical consultants, and for those in financial planning support roles. It is particularly suitable for anyone seeking to give retail investment advice. The Diploma comprises six core units, providing 100 CII credits on successful completion. These credits can be used towards further CII qualifications.

Introduction

Fernwood House

Lowes Financial Academy: Who we are Lowes Financial Academy is one of the companies which forms part of Lowes Group Ltd. The Group has a variety of companies which includes one of the longest-standing Independent Financial Advisers in the UK, Lowes Financial Management. The aimof Lowes Financial Academy is to inspire, encourage andmotivate the next generation of Financial Advisers. The financial services profession continues to face one of its greatest struggles due to its ageing workforce, coupled with an increasing need for financial advice. Therefore, there is no better time than the present to embark on or further your career in financial services. With our help, you will be guided through each of the compulsory exams necessary to gain a Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute (CII) and onto achieving Level 6 Advanced Diploma in Financial Planning. Here at the Academy, we have a wealth of experience in the education sector, with our tutor holding a post-graduate qualification in teaching, numerous financial planning qualifications, as well as being a Fellow of the Personal Finance Society, one of the highest accolades in the Financial Services sector. With the support of some of the most qualified individuals in the Financial Services profession, the Academy provides students with the best possible learning experience, delivering engaging and effective learning material, and bringing learning to life! We guarantee that the numbers for every course at Lowes Financial Academy will be capped at 12 so that your learning remains personal and our knowledgeable tutor is on hand to answer any questions ensuring that every participant has access to extra support where required. You really can feel assured that you will be 100% supported when embarking on any learning with us as we really care about the success of every individual, on every course, at Lowes Financial Academy.

The CII Regulated Diploma in Financial Planning is suitable for everyone!

“Our aim is to inspire, encourage and motivate the next generation of financial advisers...”

To find out more about Lowes Financial Academy, or to register your interest, please contact us on 0191 287 8717 or email at Academy@Lowes.co.uk .

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