Unit Credit Acceptance
Calibrand will offer exemption from Diploma Units if advisers hold a valid certificate in any of the following equivalent qualifications:
| Calibrand Unit | CII/IFS Unit |
|---|---|
| Unit 1 - Financial Services, Regulation and Ethics | R01 FSRE (IFS) |
| Unit 2 - Personal Taxation | R03 |
| Unit 3 - Investment Principles and Risk | R02 |
| Unit 4 - Pensions and Retirement Planning | R04 |
| Unit 5 - Financial Protection | RO5 CF3 CeFA 3 (IFS) |
| Unit 6 - Application of Professional Financial Advice | RO6 JO8 AF5 AFA (IFS) |
Advisers will need to provide a copy of their certificate in order to receive the exemption. If you are unsure if you are eligible for Calibrand exemptions then please call the RDR team on 01332 222685.