RDR Compliant Qualifications
The Financial Conduct Authority (FCA) has approved the new Level 4 Investment Advice Diploma (IAD) as RDR compliant.
Investment Advice Diploma (IAD)
The IAD is now available and is shown below:
The exemptions policy for the IAD is available.
The CISI's RDR Flowchart for New Advisers
Benchmark for Securities and Derivatives
Benchmark for Packaged Products
CISI Masters Programme Wealth Management
* This route may require gap-fill. Please see the RDR Qualifications FAQs for more information at cisi.org/rdrfaqs
Download a copy of the above CISI's RDR Flowchart for New Advisers.
If you would like to receive the CISI quarterly Qualifications Bulletin, or if you have any queries concerning the RDR as an individual or for your firm, please email RDR@cisi.org
Fresh information will be uploaded onto the website as soon as it is available, so please revisit regularly for updates.