practical financial exams
Renfrew
About Us 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.
