The FSA’s Retail Distribution Review (RDR) intends to improve public trust and confidence in the financial advice sector by bringing about a step-change in professional standards for financial advisers.

These include an increase in the minimum level of benchmark qualification to be held by advisers, requiring the holding of a QCF (Qualifications and Credit Framework) approved Level 4 qualification. The deadline for compliance is the end of 2012.

To support the advice profession in meeting this target, the CII has developed a range of solutions details on which can be found by clicking on the relevant links throughout this page.

RDR requirements & our solutions Outlining the options and identifying your most appropriate route. Select your most appropriate qualification route	Our solution for ‘transitional qualification’ holders Guidance for advisers already meeting the new qualification requirements and needing to undertake qualification gap fill.
New Diploma in Regulated Financial Planning New Diploma at a glance Full details & brochure Sample multiple-choice questions View our FAQs  Existing Diploma in Financial Planning Existing Diploma at a glance Full details & brochure View our FAQs  Alternative Assessment Alternative Assessment at a glance Register your interest and submit a question View our FAQs	Access the gap fill tool & find out more View our FAQs

As the advice industry's premier professional body, the CII group have taken a leading role in facilitating debate during the RDR process and helping to guide the profession through the resulting changes.

Use the links below to access the latest CII group briefings, position papers and press releases, as well as FSA policy documents.

PFS/CII papers & publications	FSA papers	CII/PFS press releases
FSA Consultation Paper 10/14 Delivering the RDR: Professionalism - An Overview This briefing provides a high level overview of the FSA's latest RDR proposals, including the final list of approved qualifications. J.P. Morgan report shows professionals value Chartered status, May 2010 Our briefing on a report analysing professionals' attitudes towards advisers with Chartered status. A Closer Look at the FSA RDR Papers, April 2010 Our briefing on the implications of the FSA’s March RDR, platforms and pure protection policy documents. CII/PFS Response to RDR Consultation CP09/31, March 2010 CII/PFS RDR Membership Survey number 6, March 2010 Click here to see our previous RDR member surveys. CII/PFS Response to RDR Consultation CP09/18, October 2009 RDR: A Background An updated briefing on the development of the RDR since 2007 and our views on it. RDR: Redefining Professionalism Various position papers, briefings and other documents the CII/PFS have published on the RDR since 2007.
Consultation Paper CP 10/14: Delivering the RDR Professionalism, June 2010 Professional standards supervision, ethics, CPD, appropriate qualifications. Policy Statement PS10/6: Distribution of Retail Investments, March 2010 Delivering the RDR – Feedback to CP09/18 and final rules Discussion Paper DP10/2: Platforms, March 2010 Delivering the RDR and other issues for discussion Consultation Paper CP10/8: Pure Protection sales by retail investment firms, March 2010 Remuneration, transparency and the COBS/ICOBS election Consultation Paper CP09/31: Delivering the RDR – Professionalism, December 2009 Professional standards proposals, and corporate pensions and pure protection Consultation Paper CP09/18: Distribution of Retail Investments, June 2009 Delivering the RDR: market segmentation, professional standards, etc. RDR: A Background Our briefing with links to previous FSA documents in the history of the RDR process.
28/04/2010 CII outlines proposals for new post-RDR Diploma 01/04/2010 Chartered Insurance Institute outlines its alternative assessment for RDR

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