Practical Investment Planning

Practical Financial Exams is a financial planning qualification provider.

We provide a single qualification, SCQF Level 9 Practical Investment Planning, which assesses the practical and soft 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.

SCQF Level 9 Practical Investment Planning provides 15 Advanced Diploma credits towards CII qualifications, and has been formally recognised as an eligible Specialist Unit for the LIBF Advanced Diploma for Financial Advisers  (Adv DipFA®). For more information on this, click here.

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.