Search:
Qualifications Downloads

Enquiries
Email: info
Tel: +44(0)131 473 7777

Diploma in Investment Planning

Our Diploma in Investment Planning (DIP) has been approved by the FSA.  The DIP covers all of the standards required has been designed to not only help develop an advisers knowledge and understanding of their profession but to hone the skills required to put this into practice with clients.

We currently offer different routes depending on your experience.

Existing Advisers
Those advisers who were deemed competent as at June 2009, and that held a qualification that was deemed appropriate by the FSA, are referred to as existing advisers. This group of advisers has until December 2012 to comply with all the new requirements set out by the FSA.

To ensure advisers meet this deadline we introduced  tailored routes to completing the DIP allowing them to quickly determine where their knowledge and skills gaps lay, and address these in a way that best suited their need. 
-Examined Case Studies - working together with our partners AIFA and BPP a single case study exam is supported by reference materials and online study tool.
- Work Based Assessment  - working with our parterns FSTP and the National Skills Academy for Financial Services this non-examined route reviews the adviser in their place of work against the new standards.

Whilst those holding our DIP will not require ‘gap fill’ to complete their compliance with the new standards, existing advisers with qualifications from other awarding bodies, or other qualifications from our Institute may require support in filling the gaps against the new standards. Please click here for more information.

Important Dates

The following deadlines have been established to support ‘existing advisers’ in meeting the new qualification standards, and in obtaining a Statement of Professional Standing, before the 31st December 2012 deadline.

  •    1 June 2012: Last date for receipt of new enrolments for written examination
  •    31 August 2012: First examination must be taken before
  •    2 November 2012: Last date for fully completed and assessed WBA portfolios to be submitted to the Institute for external verification
  •    2 November 2012: Last date by which an examination resit must be taken*
  •    2 November 2012: Last date for Gap Fill registration
* We can only guarantee that a result is issued before 31 December 2012 if the examination is taken by this date.

The Existing Adviser route will no longer be open to new registrations from June 2012. However, the Diploma in Investment Planning Route [New Advisers] will continue to be offered. Any ‘existing adviser’ following this option and working towards the December 2012 deadline should ensure they have adequate time to receive results and if required sit and receive results for any resits.

Advisers New to Role
New advisers need to meet the requirements of the RDR within 30 months of starting in the role. Their route to achieving the DIP is designed to help introduce the knowledge, understanding and skills required to support them in their role and also to then enhance these skills through practice client scenarios.

To complete the qualification you will need to passes in each section of the two examined papers.
1. The Core Paper
• Financial Services, Regulation and Ethics
• Investment Principles and Risk
• Personal Taxation
2. The Specialist Paper
• Financial Protection
• Pensions and Retirement Planning
• Providing Investment Advice 

For full details about this route e-mail: dipip@bpp.com 

 

 

The Chartered Banker programme provides broad, flexible skill sets and a wide range of ways to achieve the qualification.

Philip Grant, Managing Director, UK Private Banking at Lloyds Banking Group