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  1. Business Financial Planning (AF2)

    Business Financial Planning (AF2)

    Business Financial Planning (AF2) develop in depth financial planning skills related to business.

    Please note - AF2 has now been withdrawn. For further information please see our FAQs - hereIn addition, a resit only assessment opportunity is being arranged for the second half of 2021. Further details will be provided to students who have previously failed the assessment (during the Q2 2021 exam session or a previous exam session).

    More info
    Purchase unit
    • UK Market
    • 150 Study Hours
    • Written Exam Assessment Type
    • 30 CII Credits CII Credits
  2. Financial Planning Practice (R06)

    Financial Planning Practice (R06)

    Financial Planning Practice (R06) has been developed to help advisers develop and demonstrate their financial planning capabilities.

    The default Enrolment option for this unit includes:

    • Latest version of the core learning content, in digital format only.
    • Additional revision aids.
    • Assessment entry.

    **Click here for an important notice for international deliveries**

    More info
    Purchase unit
    • UK Market
    • 100 Study Hours
    • Written Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  3. Financial Planning Process (AF5)

    Financial Planning Process (AF5)

    The objective of Financial Planning Process (AF5) is to develop an understanding of the financial planning process when giving advice to clients.

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    Purchase unit
    • UK Market
    • 150 Study Hours
    • Written Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
  4. Investment Planning (AF4)

    Investment Planning (AF4)

    The objective of Investment Planning (AF4) is to develop in depth financial planning skills related to investments and the management of investment portfolios. 

    The default Enrolment option for this unit includes:

    • Latest version of the core learning content, in digital format only.
    • Additional revision aids.
    • Assessment entry.

    **Click here for an important notice for international deliveries**

    More info
    Purchase unit
    • UK Market
    • 150 Study Hours
    • Written Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  5. Life, critical illness and disability claims (P62)

    Life, critical illness and disability claims (P62)

    The objective of this unit is to develop knowledge and skills for the assessment of life, critical illness and disability claims incorporating medical, legal and financial considerations, and the ability to apply these to claims scenarios.

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    Purchase unit
    • UK Market
    • 80 Study Hours
    • Written Exam Assessment Type
    • 30 CII Credits CII Credits
  6. Life, critical illness and disability underwriting (P61)

    Life, critical illness and disability underwriting (P61)

    Life, Critical Illness and Disability Underwriting (P61) develops underwriting skills in life, disability and critical illness insurances based upon an understanding of the major systems of the body and its diseases and of non-medical risks.

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    Purchase unit
    • UK Market
    • 80 Study Hours
    • Written Exam Assessment Type
    • 30 CII Credits CII Credits
  7. Personal Tax and Trust Planning (AF1)

    Personal Tax and Trust Planning (AF1)

    The objective of Personal Tax and Trust Planning (AF1) is to develop in depth financial planning skills related to personal tax and trusts.

    The default Enrolment option for this unit includes:

    • Latest version of the core learning content, in digital format only.
    • Additional revision aids.
    • Assessment entry.

    **Click here for an important notice for international deliveries**

    More info
    Purchase unit
    • UK Market
    • 150 Study Hours
    • Written Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  8. Principles of Takaful (590)

    Principles of Takaful (590)

    Principles of Takaful (590) provides knowledge and understanding of how and why Takaful operates as an Islamic variant of insurance; the technical and operational aspects of Takaful; and the role of Takaful in the global marketplace.

    The default Enrolment option for this unit includes:

    • Latest version of the core learning content, in digital format only.
    • Assessment entry.
    More info
    Purchase unit
    • UK Market
    • 120 Study Hours
    • Written Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
    • Multiple enrolment options Multiple options available

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