I already have one advanced diploma exam in Pensions (G60 - which took 3 attempts) and have recently done the Equity Release and Long Term Care exams at certificate level. Obviously I have the mortgage exam too. Basically if you don't have the exam pass then you cannot advise on the subject. Fair enough really as it should make the industry more professional.

All Independent Financial Advisers will now need to be at Diploma level by 2012 (2010 for new entrants). Again I think it is probably a good thing so long as the likes of Bankassurers and tied agents have to have the same. Level playing field and all that. Anyway I digress and become boring on the subject.


I have 2 exams to get to reach diploma level and always intended doing it anyway. It is hard trying to study for something whilst you are working full time and don't get much free time at home as I'm sure some of you will be aware.
So to the point, I sat J01 - Personal Taxation (3 hour written exam) at diploma level in July this year and got my results today. I BL00DY PASSED!!


Only one to go now, should manage that before 2012.
