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  1. Advanced Diploma in Financial Planning

    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.

    More info
    • UK Market
    • 100-150 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 290 CII Credits CII Credits
  2. Award in Bancassurance (non-UK)

    Award in Bancassurance (non-UK)

    Designed for financial advisers and insurance agents working outside the UK in the banking sector, the Award in Bancassurance provides foundation knowledge in core financial, life assurance and insurance products. You will also learn what constitutes professional practice, providing you with a framework for ethical behaviour.

    More info
    • Non-UK Market
    • 60 Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
  3. Award in Financial Administration

    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.

    More info
    • UK Market
    • 60 Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 25-30 CII Credits CII Credits
  4. Award in Financial Planning (Hong Kong)

    Award in Financial Planning (Hong Kong)

    The Award in Financial Planning (Hong Kong) is designed to provide knowledge and understanding of the financial planning process within a professional business environment and the core financial and life assurance products suitable to a client’s needs.

    More info
    • Non-UK Market
    • 60 Study Hours
    • See individual unit pages for assessment information Assessment Type
    • 15 CII Credits CII Credits
  5. Award in Financial Planning (Hong Kong) - Traditional Chinese

    Award in Financial Planning (Hong Kong) - Traditional Chinese

    The Award in Financial Planning (Hong Kong) – Traditional Chinese provides knowledge and understanding of the financial planning process within a professional business environment and the core financial and life assurance products suitable to a client’s needs.

    More info
    • Non-UK Market
    • 60 Study Hours
    • See individual unit pages for assessment information Assessment Type
    • Traditional Chinese Traditional Chinese
    • 15 CII Credits CII Credits
  6. Award in Financial Planning (non-UK)

    Award in Financial Planning (non-UK)

    The Award in Financial Planning (non-UK) provides foundation knowledge in the core financial and life assurance products. You will also learn what constitutes professional practice, providing you with a framework for ethical behaviour.

    More info
    • Non-UK Market
    • 60 Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
  7. Award in Investment Planning (non-UK)

    Award in Investment Planning (non-UK)

    The Award in Investment Planning (non-UK) helps you to develop and demonstrate your knowledge of investment products. You will also learn what constitutes professional practice, providing you with a framework for ethical behaviour.

    More info
    • Non-UK Market
    • 60 Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 10 CII Credits CII Credits
  8. Award in Life and Pensions Foundations

    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.

    More info
    • UK Market
    • 40 Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • N/A CII Credits CII Credits
  9. Award in Long Term Care Insurance

    Award in Long Term Care Insurance

    Designed for financial advisers and insurance agents working outside the UK in the banking sector, the Award in Bancassurance provides foundation knowledge in core financial, life assurance and insurance products. You will also learn what constitutes professional practice, providing you with a framework for ethical behaviour.

    More info
    • UK Market
    • 70 Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
  10. Award in Investment Planning (Hong Kong) - Traditional Chinese 

    Award in Investment Planning (Hong Kong) - Traditional Chinese 

    Designed to help experienced advisers outside the UK develop and demonstrate their knowledge of investment products. The Award offers guidance on what constitutes professional practice, providing a framework for ethical behaviour.

    Those with a prior understanding of financial advice principles and products, gained in the workplace or by completing the Award in Financial Planning or Award in Bancassurance may wish to enter for this Award.

    More info
    • Non-UK Market
    • 60 Study Hours
    • See individual unit pages for assessment information Assessment Type
    • Traditional Chinese Traditional Chinese
    • 10 CII Credits CII Credits

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