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Qualifications Clinic: I'm a generalist IFA, I don't know where to turn
by Michelle McGagh on Jun 20, 2011 at 10:07
Our exam doctors answer your questions as part of our Qualifications Clinic series. Adviser: anonymous
I am a generalist IFA and hope to continue working as a financial adviser post-2012.
My current qualifications are:
This is 100 points under the CII route
I am considering Calibrand as a suitable course however neither the FSA nor CII will confirm if the modules will count towards CII diploma as is the case with R0.
If I do R01 and R02 this will give me 40 points - enough to get diploma, pressure is off and I can at least gap fill until I pass the other R0 papers.
I would prefer to do Calibrand but no idea if two similar papers would give me the same credits, all Calibrand can offer is: “If you take the whole course this will get you to level four.”
Can you tell me if Calibrand will papers will carry equivalent CII credits?
Another option I was considering was the CIOBS exam. This was chosen by Barclays for their staff. Similar study books but one three hour exam! A colleague of mine (who was working at Barclays) just passed it with very little study.
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