About the qualification
With increased life expectancy, an ageing population and a growing number of people approaching retirement – later life planning is becoming increasingly complex.
On this practical course, you’ll learn how to ask your clients the right questions and use cashflow modelling to review their options.
This will enable you to give better financial advice that helps your clients achieve their hopes and aspirations in retirement. And you'll be able to continue offering your clients a higher standard of advice throughout their later life as their needs and priorities change.
As you study, you’ll have access to tutor support, a study forum and group activities as well as study materials. And when you successfully complete FPIR, the designation after your name will highlight your professional credibility to potential clients, peers and networks.
You can also use FPIR as a optional unit towards the Level 6 Diploma in Financial Advice (Adv DipFA)
, which leads to chartered status.