Michael Pashley discusses the brand new PIP Qualification, a game changer for all levels of financial planners

It's no secret that there is a growing adviser gap in the UK and we need new Financial Planners to join the profession and for firms to upskill the growing number of administrators and paraplanners that want to progress their careers into an adviser role. 

there is a growing misconception that by achieving level 4 qualifications you can walk straight into a financial planning role, sadly this just isn't true. 

although level 4 is a great indication of technical knowledge, many Financial Planning firms are still put off by the lack of practical experience that a trainee financial planner has, thus delaying the return on investment of any new hire or an internal promotion. 

Time and resources play a big part in this,  there are a handful of larger financial planning firms that are teaching the practical skills through academies but the vast majority of firms are SME's, they lack the resources time, and money to take this approach.  

What's the solution?

The brand new game-changing  'Practical investment Planning'  an RQF Level 6/SCQF level 9 qualification created and trained by Michael Pashley from Practical Financial Exams Ltd. 

In this episode we cover:

• How this will make you more marketable as a candidate, securing more job offers! especially if you are transferring from another profession. 
• Why every company needs to make this part of their PDP framework, your staff will love you for this! and you will be better positioned for the future fight for talent.
• a complete run-through of the qualification, what you will be doing, and the amazing coaching and training provided by Michael Pashley. 
• How much it costs, how long it will take. 
• How the evidence gathered during this qualification will help speed up the competent adviser status process. 

Michael Pashley FPFS is an experienced financial planning training consultant with a technical background in investment, pensions, and compliance. He is an award-winning Chartered Financial Planner and Fellow of the Personal Finance Society. connect with Michal on LinkedIn here 

Within Practical Financial Exams Limited, he is chiefly responsible for internal verification, developing learning materials, and assessment design. 

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