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Welcome to Blue Cherry Financial Training
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What is the Financial Diploma?
The Financial Diploma is a generic name for the relatively new qualification for UK financial advisers, who are now
required to enhance their professional status by demonstrating a higher level of knowledge and skills than was
previously required. All the UK’s financial advisers were required to achieve the new qualification by the end of 2012 if
they were to be allowed to continue to give financial advice. The Financial Diploma is accredited at Level 4 in the
Qualifications & Credit Framework (QCF) and this is consistent with the professionalism requirements within the
Financial Conduct Authority’s Retail Distribution Review (RDR).
What options are available when studying the Financial Diploma?
There are a number of different routes available to those wanting to achieve financial diploma success, the most
appropriate being determined by the student’s past experience and academic background. We will explain these options
to you, so you are able to make an informed decision on which is the best path for you to follow. The two institutions
active in the provision of the financial diploma qualification are as follows:
The Institute of Financial Services (ifs ®)
The Chartered Insurance Institute (CII ®)
In this section, we will look at the options provided by each of the above institutions.
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DipFA ®, CeFA ® and CeMAP ® are registered trademarks of ifs University College. Use of these marks by Blue Cherry Financial Training does not imply any endorsement of our training courses by ifs University College.