The CII's Diploma Exams - Archer Training Support
The CII Exams
Click
here for their webpage which shows the various qualifications
they offer. The CII provide a bag of qualifications and require
certain number of these to be passed. The selection is:
- J01 - Personal tax
- J02 - Trusts
- J03 - Tax & legal aspects of business
- J04 - Pensions funding options
- J05 - Pensions income options
- J06 - Investment principles, markets and environments
- J07 - Supervision in a regulated environment
- J08 - Financial Planning Practice
It's a traditional approach. You decide which exams you want to
take, you purchase study material...and crack on. You then take the
exam at the prescribed sitting dates.
J01 - Personal Taxation
The CII's J01 exam is a popular choice for the Diploma in
Financial Planning. It is a 2-hour short answer question paper
consisting of 15 questions, with a nominal pass mark of 55%. The CII
recommend 100 hours of study for this paper, although this can vary
greatly from person to person.
The exam syllabus covers the basic structure of the tax system
and self-assessment; taxes charged to individuals on income and
capital gains, how this works with self-assessment and how tax
liabilities are calculated; residence and domicile and how this
affects an individual's liability to tax in the UK.
J06 - Investment principles, markets and environments
The CII's J06 exam forms part of the Diploma in Financial
Planning. It is a 2-hour short answer question paper consisting of
15 questions, with a nominal pass mark of 55%. The CII recommend 100
hours of study for this paper, although this can vary greatly from
person to person.
The exam syllabus covers how investment performance and decision
making is affected by the economic environment and individual
company performance; how risk is measured and managed; principles
governing how to construct an investment portfolio; the range of
investment management services available and how they are regulated
and how their performance is evaluated.
J07 : Supervision in a regulated environment
The CII's J07 exam forms part of the Diploma in Financial
Planning. It is a 2-hour short answer question paper consisting of
15 questions, with a nominal pass mark of 55%.
The exam syllabus covers the role and characteristics of a
supervisor; leadership and behavioural models; communication;
training and competence; the processes of coaching, counselling and
assessing; compliance; setting and measuring objectives; management
information and quality standards; and laws relating to employment,
performance management and termination of employment.
Archer Training Support
Archer Training are pleased to confirm that we are able, through
our team of experienced and qualified training associates, to
provide training support for all these papers. Just contact us when
you have a need and we'll discuss your requirements.
We
will be initially supporting:
- J01 - Personal tax
- J06 - Investment principles, markets and
environment
- J07 - Supervision in a regulated environment
Dates to be announced but to be kept in
touch with all things Level 4, pop your email address in the
blue box below, and we'll keep you posted. Please keep me posted of course dates
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