Welcome Member Meetings 2010 Rachel Lee Head of Member Events
Investment Forums
Business Opportunity Forum
2011 Events • Calendar – plan your schedule • 2 Rounds of Member Meetings – 29 venues • 2 Rounds of Investment Forums – 1 standalone • Verbatim, ntelliflo I & Pension workshops • Best Practice • Mortgage Meetings • RDR days
Verbatim • Nine months up and running • Over 1000 advisers now using the Verbatim compliant investment process • Updates on Fund Availability page • Online training taking place weekly on each element of the planning tools. Email planningtools@Verbatimam. co. uk • More business development events planned for the end of 2010 Verbatim Funds now live on
Qualifications • CIOBS route • IFS Dip. FA • JO Route • RO Route • Alternative Assessment • Gap Fill
Simply. Biz and NMBA Guide to Examination Policies Awarding Body CIOBS IFS CII Award Diploma in Investment Planning Dip. IP Likely to Suit Feature Experienced Advisers • Work Relevant • One Exam • No Top up required QCF Level Recommended study time Level 5 Depends on experience & Knowledge Diploma in Financial Diploma in Advice Planning Regulated Financial Planning Welcome Member Meetings 2010 Dip. FP Dip. RFP Dip. FA Experienced or Trainee Advisers Rachel Lee Head of Member Liason • Available within 9 • Can mix RO, JO & • 100 Credits months • Structured study • No Top up required AF • 140 Credits • Qualification Top up if using JO • 5 Multiple choice exam, 1 written • No qualification Top up required Level 4 370 Hours
Simply. Biz and NMBA Guide to Examination Policies Awarding Body CIOBS IFS CII Examination • 1 exam 5 case studies Format • 3 hr 15 computer exam • 100 multiple choice • JO, RO, AF - 70% • Coursework- 50% • Written fact find exam- 50% pass mark modules • JO 1 - 2 hr exam • JO 8 - 3 hr exam - 50% pass mark • RO 1/2=2 hr multiple choice – 65% • R 03/5=1 hr multiple choice – 70% • RO 6 3 hr written case study – 55% Frequency Year round 30 centres Set dates for Set dates JO coursework and fact find exam 4 intakes • £ 695 non AIFA • £ 655 AIFA Cost • £ 595 IFS web tutor • Study Text • £ 495 IFS • Inc manuals • Free 1 yr registration & exam membership to IFS (updates) £ 100/£ 130 • Exam fee £ 107/£ 142 • Optional PFS membership RO 1/5 year round 60 centres RO 6 exam per year • Study text £ 33 - £ 130 • Exam fee £ 58£ 162 • Optional PFS membership
R 06 Study Help • • • NMBA Newsletter - Verridian 1 day revision courses or 7 x 1 hour virtual classroom Distance learning Practical suggestions on likely questions with specific revision sessions on those areas with model answers Look at the process of setting the answer to the question to fit with the marking scheme; identify what the examiner is looking for in the answers Pass guarantee – free material for next sitting 20% discount for NMBA members 1 day course - £ 185 + vat NMBA £ 148 + vat Distance learning - £ 129. 99 NMBA£ 103. 99 + vat DSW Training
Qualification Top Up • No adviser currently meets the new exam standards • 3 Questions to ask - What exams do I have? - When did I achieve them? - What CPD have I previously done? • Develop a strategy – evidence new and relevant knowledge, skills or behaviours from structured activity • Potential gaps R 01 to 5 • Can minimise gap filling by selecting the new “ ” RO’s
Qualification Top Up CII Undertaking Qualification Gap Fill At a Glance Access the Gap Fill Tool FAQ’s • • IFS - mapping tool exams before 1/4/2010 - www. myifslearning. com • AIFA - www. bpp. com – Click on Course & Programme Finder
What Next? • Learning Statement • info@nmba. info • Download past papers
Alternative Assessment Route • Designed for experienced advisers • CII and other professional bodies looking into it. • CII estimate a cost of over £ 2000! • Planned launch in November 2010 but no sign off yet
Member Meeting Agend Met. Life Have you had your wake up call? Agenda Scottish Provident Cultivating Client Contact Scottish Life Con-Demned. Pensions? The Current State of Pension Reform : Just Retirement Want to know how to tap into a growing opportunity & earn more? Coffee Break Friends Provident Trusts to Add Value Scottish Widows 2012, why is it so important? Simply. Biz Regulatory Update 2010
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