Financial Planning Certificate (FPC) Exams

dave11890

Hi, Not sure if this is in the relevant forum but hopefully someone will be able to help me out! Can you please tell me where I can purchase the textbooks for the FPC exams to aid me with my revision

Regards

Dave

Aegis

http://www.cii.co.uk/financialservices/qualifications/Qualification.aspx?award=CertFP

Should be available through the CII. You might be able to spot some second hand books on ebay, but there are no guarantees of quality when you start going down that route!

Good luck!

dunstonh

Dont go buying now. Wait until closer to the new tax year. You have changes in legislation and taxation coming up and you dont want to be learning out of date data as exams are based on current tax year.

If you do go second hand, avoid anything earlier than this current tax year as pension legislation was significantly changed in April 06. Trusts were significantly altered early in 2007. Regulation changed in Nov 07 with the COB rules replaced with MiFAD and NewCOB and you have the introduction of TCF.

dave11890

Brilliant, thanks guys. Struggling to get my food in the door in this field so hoping by doing a few of the modules myself it might give me the break im hoping for

Aegis

I did the same. I was looking for any career in financial services that would take me without qualifications, and then tried again after passing CeFA module 1. I now have a new career lined up, have handed in my resignation and am finally moving in the right direction for my long-term goals.

pek_khi1

Hi,

Just wondering if anyone can assist. I am an accredited Financial Planner based in Melbourne, Australia. I am looking at heading to the UK say by end of next year (2010) or early 2011. I am just wondering how do I become an accredited Financial Planner in UK without going through all the exams again?

I have yet to join FP Association in Australia. I have contact CII with respect to this and they insist that I will need to start as a beginner from Certificate FP to Diploma FP level.

Kindly please assist

Many thanks

Pk

dunstonh

I am just wondering how do I become an accredited Financial Planner in UK without going through all the exams again?

As far as I am aware, you will need to sit the lot as there is no recognition of overseas qualifications. I remember a chap from South Africa who had to sit all the FPC exams even though he was an adviser over there moving to the UK.

That means three exams if you want to do mortgages (although you dont have to do these if you dont want to do mortgages)
5 exams to get certificate level (and get to trainee status) and a further 4 diploma exams to get fully authorised. However, this last bit is not 100% confirmed yet. There may be alternatives that offer a similar level.

pek_khi1

I understand if I am a CFP all I need to do is just a certificate in FP. Is this true?

dunstonh

pek_khi1 wrote: »

I understand if I am a CFP all I need to do is just a certificate in FP. Is this true?

Don't know. You will need to ask the CII and see if your qualifications go towards the UK standards.