CII Personal Finance Qualifications

(R06) Financial planning practice

From:

£1,200

Duration:

1 Day

CII-RO6-001

Code:

This course is suitable for individuals wishing to progress their career within the regulated advice sector.

CII-RO6-001

Code:

Audience

This course is suitable for individuals wishing to progress their career within the regulated advice sector. Typical roles they may wish to undertake or progress into include, but are not limited to:
• Financial Services Administrators
• Paraplanners
• Protection Advisers
• Mortgage Advisers
• Financial Advisers

Learning Outcomes

• Candidates will have demonstrated their understanding of the International Standards Office process for giving regulated financial advice ISO 22222
• Candidates will use client scenarios to demonstrate the application of their knowledge across the spectrum of financial advice relevant to the client scenarios involved
• Candidates will demonstrate their technical knowledge across the CII R01- R02 - R03 - R04 and R05 syllabi
• Candidates will demonstrate their ability to apply that knowledge to clients' circumstances, detailing the relevant advantages and disadvantages of their proposed solutions across a wide range of client scenarios.

Course Overview

Time is dedicated to best practice examination techniques, using the case studies that candidates will have received from the CII. We analyse the potential areas where candidates may be tested and produce specimen answers to mock exam questions. Learners derive invaluable experience and practice of the simulated real-life exam experience. Candidates demonstrate their expertise in the application of the financial planning process, through applying learning content from all units in the CII RQF level 4 Diploma in Regulated Financial Planning.
The workshop is based upon case studies that bring together all of the learning from the R01- R05 units into practice in an examination format; allowing candidates to demonstrate their understanding, and the application of the ISO22222 process.

Financial Services - About us image 20.j

Related Courses

(AF1) Personal tax and trust planning

2 Days

From:

£3,200

(AF2) Business financial planning

2 Days

From:

£3,200

(AF1) Personal tax and trust planning

1 Day

From:

£1,600

(AF4) Investment planning

1 Day

From:

£1,600

(AF2) Business financial planning

1 Day

From:

£1,600

(AF4) Investment planning

2 Days

From:

£3,200

Find us

Find us

Get in touch

Get in touch

DSW brochure

DSW brochure

Covid 19 FAQ

DSW House, Unit 3, Hayfield Business Park, Field Lane, Auckley, Doncaster, DN9 3FL 

+44 (0)1302 760 008

  • YouTube - White Circle
  • Twitter - White Circle
  • LinkedIn - White Circle
© DSW Consulting Ltd 2020.

info@dsw.uk.net     +44(0)1302 760 008

  • White Twitter Icon
  • White LinkedIn Icon
  • White YouTube Icon