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Advanced Diploma in Financial Planning
The Level 6 Advanced Diploma in Financial Planning builds on existing skills and knowledge, enabling advisers to develop specialist planning capabilities and offer a sophisticated and comprehensive approach to financial management.
Members with over five years’ sector experience can apply for Chartered Financial Planner status on completion of the Advanced Diploma.
- UK Market
- 100-150 hrs per unit Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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Award in Financial Administration
The Level 3 Award in Financial Administration is an introductory qualification providing essential knowledge of the financial services sector, the process of investment planning, and the administration of life or pensions business, depending on the unit selected.
The Award offers the choice between life or pensions administration. Importantly, each satisfy the FCA qualification requirements for overseers of certain administrative life and pensions functions.
- UK Market
- 60 Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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Award in Life and Pensions Foundations
The Level 2 Award in Life and Pensions Foundations introduces key life and pensions topics, including customer needs, financial solutions and operational practices across pensions, protection, investments and savings, the sector’s value to society and the economy, and the importance of professional conduct and maintaining a customer focus.
- UK Market
- 40 Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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Award in Long Term Care Insurance
The Level 3 Award in Long Term Care Insurance develops knowledge and understanding of long term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.
- UK Market
- 70 Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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Award in Regulated Pension Transfer Advice
The CII Level 6 Award in Regulated Pension Transfer Advice develops the in-depth knowledge and practical skills needed by anyone seeking to advise on the transfer of safeguarded benefits, an increasingly important part of the advice process following the Government’s pension reforms.
- UK Market
- 100 Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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Certificate in Advanced Mortgage Advice
The Level 4 Certificate in Advanced Mortgage Advice goes beyond the FCA’s minimum qualification requirements and enables mortgage advisers to continue developing their advice capabilities. It brings you up to speed with recent changes to the mortgage process arising from the Mortgage Market Review. Completion of the Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers
- UK Market
- 60-100 hrs per unit Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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Certificate in Discretionary Investment Management
The Level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management. It also satisfies the FCA’s qualification requirements for this class of business.
- UK Market
- 60-80 hrs per unit Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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Certificate in Equity Release
The level 3 Certificate in Equity Release develops advisory skills and offers an understanding of equity release regulation, products, market practice, and customer needs.
The Certificate in Equity Release meets the FCA’s qualification requirements for mortgage advisers and those advising on equity release schemes.
- UK Market
- 60-100 hrs per unit Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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Certificate in Financial Services (General route)
The Level 3 Certificate in Financial Services is for anyone in operational or technical support roles. It offers a choice of two learning routes.
The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.
The general route develops fundamental knowledge of the financial services sector, including regulation, legislation, customer service, administration, marketing in financial services and key products.
- UK Market
- 50-100 hrs per unit Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)
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Certificate in Financial Services (Life & Pensions route)
The Level 3 Certificate in Financial Services is for anyone in operational or technical support roles. It offers a choice of two learning routes.
The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.
- UK Market
- 50-100 hrs per unit Study Hours
- See individual unit pages for assessment information Assessment Type
- English (United Kingdom) English (United Kingdom)