Apr 27, 2023 | Learning Resources
Preparing for the CII R06 Exam With the next CII R06 Financial Planning Practice exam approaching closer, and with it being the final unit needed to complete the CII Diploma in Regulated Financial Planning, we’ve gathered some useful exam techniques to give you...
Feb 21, 2023 | Learning Resources
About the R04 Exam The R04 (Pensions and Retirement Planning) exam forms part of the Diploma in Regulated Financial Planning and upon successful completion will give you 10 credits at diploma level. The exam itself is a one-hour computer based multiple choice exam...
Feb 14, 2023 | Learning Resources
About the R01 Exam The R01 (Financial Services – Regulation and Ethics) exam forms part of the Diploma in Regulated Financial Planning and upon successful completion will give you 20 credits at diploma level. The exam itself is a two-hour computer based multiple...
Feb 9, 2023 | Learning Resources
There is more to asking the question why? of a client, we have also to understand the potential impact of that word on them, says Jon Dodson, Redmill Advance. As a financial advice community, the true value that we bring to clients is the peace of mind that...
Feb 9, 2023 | Advance Blog, Learning Resources
There are universal ways cashflow modelling is used by financial planning firms, observes Jon Dodson of Redmill Advance. In a few short years, we’ve moved to a point where Cash Flow Modelling (CFM) is a staple in many financial planners’ toolkit. It’s truly amazing...
Feb 9, 2023 | Learning Resources
‘No one wants to pay more than they have to for a given product’ I was recently reading an excellent article by a good friend of my mine about cost versus value, writes Jon Dodson, technical and propositions manager at Redmill Advance. The article captured succinctly...
