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07. What training do I need to do if I want to move from providing General Advice to Personal Advice?

As you already provide general advice, you must have completed the Generic Knowledge requirements as set out under RG146 – that is, the first FOUR Modules of IIT’s Financial Planning in Practice.

Therefore, to provide personal advice you will simply have to complete the remaining modules of Financial Planning in Practice.   This can be done by attending an Intensive 1 day Workshop or by Distance (self-paced) Education.