Zurich launches Diploma support for advisers

Zurich is providing access to new online learning materials in a bid to help advisers studying for examinations for the up coming Retail Distribution Review (RDR).

The provider says the move is part of its ongoing commitment to supporting advisers.

Advisers studying for their Diploma in Financial Planning who are due to sit the JO8 Financial Planning Practice exam in October can now access revision materials for this latest module.

The new revision materials provide advisers with hints and tips on passing the JO8 module, including revision techniques and case-studies to test the suitability of advice given to customers.

Prior to sitting the J08 exam, advisers are provided with
The revision materials provide an analysis of two fact finds which form the basis of the final exam, and are intended to guide advisers through them.

The analysis includes key questions that should be asked during the fact find and the need to look at the reliability of customer information provided throughout the process.

Richard Howells, intermediary sales director at Zurich UK Life believes the development of the webcasts underlines its ongoing commitment to supporting advisers.

"To date, the webcasts have proved to be extremely popular, which indicates advisers are embracing the RDR as an opportunity to improve their professional knowledge and qualifications for the benefit of their clients and their businesses," he says.

Advisers that pass the JO8 module will receive 30 diploma credits, compared to 20 for all other diploma subjects.

In addition to JO8, advisers can also download revision materials for the following Diploma modules from www.zurich4qualifications.co.uk.

• JO1 Tax;
• JO2 Trusts;
• JO4 Pension Funding;
• JO5 Pension Income Options.