Q&A section

Over the years we have had many questions from advisers and firms. You will find answers to the most common questions here.

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In the early days of RDR most of the questions we received were about how an inidviudal could assess the degree to which they met the new standards with their current mix of qulaifications. Now the questions are more about how to fill gaps to reach Level 4 and how best to organise and evidence CPD.

We have broked down the questions into three main areas. Follow the links below to find the answers.

There are a suprising number of different business models that require indiviudal consideration as well as a vast range of current qualifications so if you don't find the answer you are looking for do contact us.

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