Experience Counts

An RDR appropriate qualification through work based assessment

The National Skills Academy for Financial Services and our delivery partner CTP (Corporate Training Partnerships) have developed a methodology to achieve the Diploma in Investment Planning through a work based assessment, we call this Experience Counts.

The Diploma in Investment Planning – which meets the full qualification requirement under the FSA Retail Distribution Review proposals – is awarded by the Chartered Institute of Bankers in Scotland (CIOBS) who have worked closely with the Skills Academy and CTP to ensure that the work based assessment provides a robust assessment of a financial adviser’s competence without the need for traditional, written examinations.

Advisers who wish to use Experience Counts first need to undertake a diagnostic questionnaire to determine if the assessment is a suitable approach. This involves a series of questions that will establish the range and level of an adviser’s experience and competence, as well as key elements of the way in which they carry out their role.

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