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. Further qualifications are planned for release in 2022.

In addition to our qualifications, we shortly be providing practical Private Training Days and Webinars on a range of financial planning subjects including pension transfers, soft & practical skills, Microsoft Excel (within a financial planning context), and trust registration.

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.