Your Path to a Career in Financial Services - Digital

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 comprises six core units, providing 100 CII credits on successful completion.

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.

If you are in doubt as to what your first steps are, please contact Lowes Financial Academy directly to discuss your existing qualifications and which route would be best for you. 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.

www.LowesAcademy.co.uk | 5