Investment advisors who hold former (level 3) versions of the IMC in combination with passes in CFA exams are largely, but not wholly, compliant with the RDR requirements. The FSA requires that they fill the gaps between their pre-RDR version of the IMC and the new RDR examination standards to ensure that you are fully compliant before the December 2012 deadline.
Where are the gaps?
The RDR identifies the following areas requiring gap fill:
| Gaps requiring Filling | |
|---|---|
| Structured learning CPD needed for gap fill to meet RDR requirements |
|
Our solution
We have developed online training modules to address the gaps and help you become RDR compliant. Based on the minimum structured learning CPD identified within the RDR, we have developed an eight hour online learning programme tailored to meet your specific needs.
Alternatively, as a one-off event, we're running a one day gap fill course on 22nd June at our London offices. See below for more information.
Modular online learning
We know that you're busy, so we've put together expert tutor recordings broken into manageable sections and there are supporting slide packs, including tutor-annotated notes. You can watch these recordings on the portal, or download them to any MP3 or MP4 player for review any time. The online portal also features access to our expert tutor faculty via our online helpdesk, so you can clarify outstanding issues.
The package includes:
- Access to a dedicated online portal
- Study plan providing an overview of progress across the modules
- Downloadable learning modules
- Online tests to demonstrate competence and knowledge acquisition
- Access to a tutor via our online helpdesk
- E-certification on completion
E-certification and validation
At the end of each module there is a short test and, assuming you pass, an e-certificate is issued as proof of completion of the course. These e-certificates validate your attendance and demonstrate that you have met the CPD gap fill requirements.
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One day classroom course
On Friday 22 June we're holding a public IMC gap fill course in our London training centre.
Topics covered:
- Legal concepts
- Retail clients
- Skills required when advising clients
- The UK tax system
- The taxation of investments
- Application of person tax planning to investment advice