RDR: FSA publishes RDR qualifications list

The FSA has published the final list of authorised qualifications retail investment advisers can take to ensure they meet RDR requirements before 1 January 2013.

The regulator says the list "provides the certainty advisers need to prepare for the implementation of RDR requirements".

RDR-ready

• Diploma in Professional Financial Advice from the Calibrand/Scottish Qualifications Authority

• Diploma in Investment Planning (existing advisers) from the Chartered Institute of Bankers in Scotland

• Diploma in Investment Planning (new advisers) from the Chartered Institute of Bankers in Scotland

• Diploma in Investment Planning (retail banking for new advisers) from the Chartered Institute of Bankers in Scotland

• Diploma in Investment Planning (retail banking for existing advisers) from the Chartered Institute of Bankers in Scotland

• Regulated Diploma in Financial Planning from the Chartered Insurance Institute

• Diploma for Financial Advisers from the ifs School of Finance

RDR-ready but require gap filling

• BA in Financial Services from Bournemouth University 1995 - 2001

• MA in Financial Services from Bournemouth University 1995 - 2001

• Post Graduate in Financial Services from Bournemouth University 1995 - 2001

• Investment Advice Certificate from the Chartered Institute for Securities and Investment

• Certificate in Private Client Investment Advice and Management (interview and presentation only) from the Chartered Institute for Securities and Investment

• Certificate in Private Client Investment Advice and Management from the Chartered Institute for Securities and Investment

• Diploma (where candidates hold three modules as recommended by the firm) from the Chartered Institute for Securities and Investment

• Masters in Wealth Management from the Chartered Institute for Securities and Investment

• Member of the Securities Institute (MSI Dip) (where candidates hold three modules as recommended by the firm) from the Chartered Institute for Securities and Investment.

• Associate (March 1992 - July 1994 syllabus including top-up test) of the Chartered Institute of Bankers in Scotland

• Associate (post August 1994 syllabus) of the Chartered Institute of Bankers in Scotland

• Certificate in Investment Planning from the Chartered Institute of Bankers in Scotland

• Chartered Banker (where candidates hold UK financial services and investment modules) from the Chartered Institute of Bankers in Scotland

• Diploma in Investment Planning (current) from the Chartered Institute of Bankers in Scotland

• Advanced Diploma in Financial Planning from the Chartered Insurance Institute

• Advanced Financial Planning Certificate from the Chartered Insurance Institute

• Associate (ACII) (where candidates hold appropriate life and pensions modules) from the Chartered Insurance Institute

• Associate (ALIA Dip) from the Chartered Insurance Institute

• Diploma in Financial Planning from the Chartered Insurance Institute

• Fellow (FCII) (where candidates hold appropriate life and pensions modules) from the Chartered Insurance Institute

• Fellow (FLIA Dip) from the Chartered Insurance Institute

• Associate (where candidates have passed the investment module) of the ifs School of Finance

• Diploma for Financial Advisers from the ifs School of Finance

• Professional Investment Certificate from the ifs School of Finance

• Certified Financial Planner from the Institute of Financial Planning

• Fellowship of the Institute of Financial Planning

• BA in Financial Services from Sheffield Hallam University 1995 - 2001

• MA in Financial Services from Sheffield Hallam University 1995 - 2001

• Post Graduate in Financial Services from Sheffield Hallam University 1995 - 2001

• BA in Financial Services from the University of the West of England 1995 - 2001

• MA in Financial Services from the University of the West of England 1995 - 2001

• Post Graduate in Financial Services from the University of the West of England 1995 - 2001