• Course
    Financial Planning and Advice (FPandA)
  • Dates
  • Venue
  • Course Fees (excl. VAT)
  • CPD Credits

Total Price:

Get this course in-house
Or call 0203 178 4230
or email info@fstp.co.uk today.

Course Overview

Investment Advice Diploma (IAD) - Level 4 and RDR compliant
As part of the IAD qualification, the Financial Planning and Advice paper has been designed to be RDR compliant and meet the requirements for those advising on retail investment products and friendly society tax-exempt policies (FCA activities 4 and 6). For those wishing to pursue a career in financial planning, or wealth managers wanting to broaden their knowledge, this route provides solid coverage of key principles and technical knowledge.

All are examined by computer based testing, with a total estimate of 460 hours recommended study.

Why choose us?
As a CISI Premier Accredited Training Partner, we believe the benefits to those who choose
to study with us are:
  • Direct access to tutors and an FSTP Client Relationship Manager
  • Experienced tutors with a financial services background. (Our lead tutor has already taken and passed the Financial Planning & Advice paper so has a deep understanding of the syllabus and exam expectations)
  • Access to a variety of study options
Study Options

IAD - Financial Planning and Advice
Classroom based revision  

2 day classroom based intensive revision tuition - ideal for those who have already prepared using the CISI workbooks and are looking to embed their knowledge. Small group sizes of up to 12 people.
Firm specific in-house options
Classroom revision - As per the classroom based revision above but delivered at your offices. This option is perfect for those not wanting to travel and wishing to revise in the comfort of their own office or those who have already prepared using the CISI workbooks and wish to study in small group sizes of up to 12 people.  
Classroom based study programme – An intensive 3 day course. The programme includes homework and evening activity to maximise the students’ learning and increase their chances of passing.  
Individual coaching - via telephone call or Skype, allowing students to discuss any concerns directly with a tutor.

Get this course in-house

Or call 0203 178 4230 or email info@fstp.co.uk today.

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Meet The Tutor

Ian Richardson
Ian Richardson
Senior Associate
[Read about...]

Who is this course for?

Aimed at those stydying towards Financial Planning exams.
'This training helped me understand better how to approach vulnerability and will be useful to design training courses internally.'

Head of Personal Loans
Finance and Leasing Firm

Training that makes a difference

Experienced engaging trainers

With first hand industry knowledge and an intimate understanding of the regulatory environment, we always guide you with an expert (and friendly) hand.

Packed with relevant information

We know you’re busy, so we’re careful not to waste a minute of your time. Our training courses are fast paced, insightful and filled with valuable information.

Get personalised attention

Sessions are practical workshops not PowerPoint lectures. All courses are limited to no more than 14 attendees, so we’re able to explain concepts in the context of your business.

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