Lowes Financial Academy: Your Path to a Career in Financial Services

Level 4 Diploma in Regulated Financial Planning

It can be difficult to decidewhether 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 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 PLC. 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). Our tutors have a wealth of experience in the education sector and the Financial Services profession. Not only do they hold a post graduate qualification in teaching, but they also have their Level 4 Diploma and are currently working toward their Level 6. They have the support of some of the most qualified individuals in the Financial Services profession, which provides students with the best possible learning experience. Using their teaching experience, they have been able to design and deliver engaging and effective learning material, bringing the learning to life.

The CII Regulated Diploma in Financial Planning is suitable for everyone! Please speak to a member of the Lowes Financial Academy team if you already hold a higher level qualification, such as a degree, as this could count towards credits for this qualification and you may only need to complete some ‘gap fill’ activities to meet the FCA exam requirements.

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

If you are in doubt as towhat your first steps are, please contact Lowes Financial Academy directly to discuss your existing qualifications and which routewould be best foryou. You can speak to our knowledgable tutors on 0191 287 8717 or email at Academy@Lowes.co.uk . To view the latest course availabilty and pricing please click here.

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