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 provide practical training courses on a range of financial planning subjects including pension transfers, soft & practical skills, Microsoft Excel (within a financial planning context), and trust registration. More courses are planned for 2022.
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.
Company Details
- Employees
- 2
- Founded
- -
- Address
- Glasgow, Gb
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- HQ
- Glasgow
Practical Financial Exams Questions
Practical Financial Exams's website is http://www.practicalfinancialexams.co.uk
Practical Financial Exams's LinkedIn profile is https://uk.linkedin.com/company/practical-financial-exams
Practical Financial Exams has
2 employees.
View email and phone details for 2
employees at Practical Financial Exams.
Practical Financial Exams's industry is
Financial Services
Practical Financial Exams's top competitors are
The Lang Cat,
Financial Planner Life,
Life Map Limited,
Outsourced Paraplanning Ltd,
Logic Financial Services Ltd,
Corrucell Llc,
Roseum Financial Planning,
Unburdened Solutions,
M&g Wealth,
Clarity Paraplanning.
Practical Financial Exams's categories are Financial Services
Practical Financial Exams's founding year is 2020
