Diploma Financial Planning - Low Cost Financial Services Training
Diploma Financial Planning
The Diploma in Financial Planning
The Diploma Financial Planning syllabus is set by and examined by the Chartered Insurance Institute.
The Diploma in Financial Planning - Points required 140
Diploma Financial Planning Is awarded on a points scoring basis. In addition to the credits earned for the Certificate in Financial Planning, you can sit examinations in the following:
JO1 - Personal Tax - 15 compulsory short answer written questions. Worth 20 credits.
JO2 - Trusts - 15 compulsory short answer written questions. Worth 20 credits.
JO3 - The tax and legal aspects of business - 15 compulsory short answer written questions. Worth 20 credits.
JO4 - Pension funding options - 15 compulsory short answer written questions. Worth 20 credits.
JO5 - Pension income options - 15 compulsory short answer written questions. Worth 20 credits.
JO6 - Investment principles, markets and environment - 15 compulsory short answer written questions. Worth 20 credits.
JO7 - Supervision in a regulated environment - 15 compulsory short answer written questions. Worth 20 credits.
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