Practical Investment Planning

Practical Financial Exams is a financial planning qualification and training/CPD provider. We've been featured in several prominent publications including FT Adviser, Professional Adviser, Professional Paraplanner, Financial Planning Today, and on the Financial Planner Life Podcast.

Our flagship SCQF Level 9 Practical Investment Planning qualification assesses the soft and practical skills involved in client interactions and in the synthesis of professional investment advice. This is in contrast to traditional financial planning qualifications, which focus on theoretical and technical concepts.

Complementing our SCQF Level 9 Practical Investment Planning qualification is our trademarked Practitioner of Financial Planning status. This comprises the completion of SCQF Level 9 Practical Investment Planning plus ongoing hands-on monitoring and coaching to make sure you're delivering top quality financial planning to your clients day-to-day.

We run one six-hour virtual workshop each month, covering a variety of subjects. You can sign up for one or more on their own, or enrol for our annual structured CPD plan, which provides a package of six workshops over the next 12 months, providing 36 hours of structured CPD. We will also complete and provide your full CPD record for you. This approach to CPD delivers real value in your professional development by teaching you new practical skills to drive your business forward, and makes your CPD journey far more structured, efficient, and convenient.