About the qualification
Getting your clients to understand the need for effective financial planning is more important than ever. A growing number of people are approaching later life with more detailed objectives and a wider range of financial needs. Retirement isn’t just about pensions anymore.
FPIR will develop your knowledge and understanding across a broad range of areas relevant to later life financial planning – enabling you to offer advice in more areas, from pensions and inheritance tax to long-term care and equity release.
By developing your analytical skills and financial knowledge, you’ll be able to focus on your clients’ needs to ensure sufficient funds for their retirement goals. You’ll also be able to offer your clients a higher standard of advice throughout their later life as their needs and priorities change.
This practical course has a new assessment style – more in line with an adviser’s daily role. That means you can put into practice what you learn straight away.
Throughout the course, you’ll have access to tutor support, a study forum and group activities as well as study materials.
You can study FPIR on its own or use it as an optional Level 6 module in the Level 6 Diploma in Financial Advice (Adv DipFA), which can lead to chartered status.
While studying with us, you’ll become a Member of The London Institute of Banking & Finance (MLIBF). Membership offers benefits such as career support and access to professional networking events.