Members of the Personal Finance Society will be able to enrol onto the diploma course with preferential rates on CII study materials. There are two study packages available, the first includes course materials, access to online tutorials for interactive study and entry to exams that will take place in April, July and October. The second package offers all of the above, plus an additional exam preparation course specifically designed to offer more structured study.
AXA Winterthur Wealth Management will be one of the first to offer advisers access to all seven ‘J' units within CII Diploma in Financial Planning. The units available are as follows:
Personal tax
Trusts
The tax and legal aspects of business
Pension funding options
Pension income options
Investment principles, markets and environment
Supervision in a regulated environment.
