Practical Investment Planning

Practical Financial Exams is a financial planning qualification and training provider.

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 this 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.

Additionally, we provide comprehensive training and CPD services including live face-to-face and virtual training, and the production of recorded training materials and courses. We provide a convenient online CPD platform (called a "Learning Management System") enabling financial planning professionals to undertake and record quality structured CPD with ease.

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.