New Financial Exams To Reduce Costs

Published / Last Updated on 12/09/2004

A new pilot financial services examination testing technical knowledge and advice has been suggested that it would reduce the costs of professional indemnity insurance and improve financial advisers competency if it were made compulsory.

Our view

We do not know enough about the new examination to comment.  However, we would add that there are plenty of benchmark tests for the financial industry including

  • The Associateship of the Chartered Insurance Institute
  • The Associateship of the Chartered Institute of Bankers
  • The Advanced Financial Planning Certificate
  • The Mortgage Advice Qualification
  • The Certificate in Mortgage Advice and Practice
  • The Financial Planning Certificate
  • Certificate in Financial Planning - From the Advanced Financial Planning Certificate (green) upwards the standard is Degree equivalent. 

Stop "pussy footing around" make it the standard for all people who offer advice in finance.

This is just another money spinning exercise to get us all to pay for and sit another exam.  All advisers at are required to have "a degree" in financial services!  

Why should highly qualified advisers have to sit an exam that is already below their standard!

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