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RDR: Gap fill & SPS

RDR: Gap fill & SPS

Getting you RDR ready, including gap fill and SPS

Whether you are yet to reach Diploma status or now need to undertake qualification gap fill, we are dedicated to helping you meet the Retail Distribution Review RDR qualification requirements. And with thousands of advisers already holding their CII statement of professional standing SPS, our mem...

Diploma in Regulated Financial Planning blended learning programme

A discounted member-exclusive learning, revision and exam entry package (applicable to exams sat after 01 September 2012).

CII Briefing: RDR update

Research | 27 February 2012
On 27 February 2012, the FSA published three papers that are relevant to the implementation of the Retail Distribution Review (RDR) which takes effect at the end of this year. These were:

Will clients pay fees in the post RDR world?

Lectures | 25 January 2013
Will clients pay fees in the post RDR world?  What are the issues for intermediaries and their clients in a post RDR world? How might they be overcome followed by a general overview of the post RDR landscape, including regulatory developments.

Diploma in Financial Planning

Qualification
The Diploma in Financial Planning is a tried-and-tested qualification held by over 25,000 individuals. When completed in combination with appropriate qualification gap fill activity, the Diploma meets the regulatory exam standards for those advising on retail investment products.

FSA – RDR newsletter

News items | 01 February 2011
Peter Smith, Head of Investments Policy at FSA has produced the first RDR newsletter and in his welcome reminds readers that the aim of FSA is to modernise the industry and establish a resilient, effective market, where consumers can have confidence and trust at a time when they need more hel...

Getting to grips with RDR

Technical articles | 01 August 2007
Carole Nicholls brings members up to speed with the market-changing Retail Distribution Review.  In the last edition of Financial Solutions, I talked about how the FSA's review of retail distribution (RDR) is of vital importance to all PFS members and to all your businesses.  This...

FSSC – Response on RDR professionalism strand

News items | 01 January 2011
The FSSC has stated that it supports the RDR professionalism strand but stresses the need not to lose sight of consumers by reducing access to advice or making the processes overly bureaucratic and costly. The full response is available through the link below.

CII’s RDR survey shows untapped market of up to 14m unadvised consumers

News items | 18 February 2013
Research into consumers' views of the Retail Distribution Review (RDR) has revealed a large untapped market of individuals who could be brought into the market for financial advice for the first time.
 
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