DipIP students should
Click here for access to Study
Resources and the Student Support Programme
This qualification is aimed at existing advisers looking to
upgrade their qualification in light of the new FSA Level 4
appropriate qualification requirements. It is therefore only open
to candidates who already hold an appropriate qualification at
Level 3 or equivalent.
For students with Study Texts dated 2010/11 and
sitting the exam on or after 1 September 2011 please download our
free 2011/12 update here.
CIOBS DipIP Overview Audio (mp3)
The DipIP will enable investment advisers to develop a range of
investment advice skills, techniques and practices at a
professional level which meet the new appropriate qualification
requirements of the Financial Services Authority, published in June
2010.
Please review
of FAQs to learn more about the aims of the new RDR-compliant
Diploma: click here for FAQs
What will the syllabus
cover?
The syllabus covers areas that should be familiar to the
experienced adviser and focuses on demonstrating that candidate’s
ability to:
- Analyse the macro-economic factors influencing
advice-giving
- Explain the various tax regimes and their impact on holistic
financial planning process
- Describe and explain the risks posed by the range of
products
- Apply knowledge and understanding of key financial services
regulation
- Determine appropriate recommendations by demonstrating
knowledge and understanding of the wide range of savings and
investment products
- Construct and present recommendations and solutions logically,
clearly and concisely
The full syllabus can be viewed here: Providing
Investment Advice
Your BPP Learning Media Study Package
Our study materials have been specially designed to allow a
flexible approach in terms of how, when and where you choose
to study. Unlike other exam options, DipIP doesn’t focus on a
specified number of study hours since this will vary greatly
depending on your experience. Initial discussions indicate that
DipIP should be achievable for most IFAs within 3 to 9 months.
Please click here for an audiovisual demonstration of the online
student support programme
In addition, the four background reading study
texts covering the following topics:
- UK Financial Services, Regulations, Personal
Taxation and Ethics
- Investment and Risk
- Financial Protection
- Retirement Planning
and a book of practice case studies, our virtual learning
environment will provide
- A gap-analysis self test – an initial diagnosis of areas of
weakness
- An extensive range of Personal Development Programmes which
offered structured, individual focused, online training programmes
designed to provide you with the learning required to bridge your
knowledge gaps
- A bespoke library of case studies that cover all areas of the
syllabus
- Case study practice – mock case study assessments with
self-marking guidelines
- Self tests and timed mock exams giving you the flexibility
to test your understanding as you study
- An integral search engine facility to support your
research
- Online study books, covering the key competencies set out by
the FSA
- A specimen exam paper
How is the Diploma assessed?
Candidates are required to sit and pass one examination which
will assess knowledge of the syllabus and the ability to use this
in presenting suitable recommendations.
The Diploma exam:
- Can be taken online at centres throughout the UK
- Consists of a 3 hours 15 minutes written examination comprising
of five compulsory case studies
- Has a pass mark of 50%
Offering the exam online allows candidates to take the exam when
they are ready to do so rather than wait for a set date
A specimen paper can be viewed here: Specimen
Paper and model answers can be viewed here: Model
Answers
Exam results will be sent to you within four to six
weeks.
What is the cost?
The above package of study materials and online resources,
together with the exam entry fee, is available to AIFA members
at £655.00 and to non-AIFA members at £695.00.
Where can I get more information?
If you would like more detail about the syllabus covered by the
Diploma or would like to discuss your organisation’s specific
requirements, please email our Client Services team at dipip@bpp.com, or call on 0208 740
2396.
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