J11 Wraps and Platform Services
The J11 (Wraps and Platform Services) exam forms part of the Diploma in Financial Planning and upon successful completion will give you 20 credits at diploma level.

J11 Wraps and Platform Services

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Access Duration: 6 Months

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Overview

The J11 (Wraps and Platform Services) exam forms part of the Diploma in Financial Planning and upon successful completion will give you 20 credits at diploma level.

The exam itself is a two-hour written examination. As this is a written exam, you can only enter it for the specific available sittings – usually in April and October each year. The exam is made up of two sections – part A containing ‘short answer’ questions from across the syllabus and then part B asking more detailed questions around two case studies. All questions are mandatory.

The exam is based on 5 learning outcomes with varying emphasis given to each section.

Forms part of

 Diploma in Financial Planning

Credits awarded

20

Exam length

2 hours

Exam type

Written

Exam content

The exam is made up of two sections – part A containing ‘short answer’ questions from across the syllabus and then part B asking more detailed questions around two case studies. All questions are mandatory. .

Pass mark

In the region of 55%

Learning outcome 1

Explain the use of platforms in providing financial planning services

Learning outcome 2

Explain the regulatory and legal context of platforms

Learning outcome 3

Explain the charging structures and costs for using platforms

Learning outcome 4

Assess the appropriateness and operation of platforms in meeting client requirements

Learning outcome 5

Explain the workplace platform proposition for pensions and other financial products and services

Programme Details

  • 80 pages and 36,000+ words of essential learning
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  • Structured, weekly learning
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