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  1. Certificate in Paraplanning

    Certificate in Paraplanning

    The Level 4 Certificate in Paraplanning meets the specific needs of paraplanners, or those aspiring to the role. It offers a dedicated qualification route, developing paraplanning skills, expertise and advanced technical knowledge in several key advisory areas. It develops core technical knowledge in a number of key advisory areas, and helps you gain specialist report writing skills that improve your ability to provide sound professional advice.

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    • UK Market
    • 50-100 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 75-80 CII Credits CII Credits
  2. Certificate in Pension Transfer Advice

    Certificate in Pension Transfer Advice

    The Certificate in Pension Transfer Advice provides 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.

    The Certificate satisfies the FCA’s qualification requirements for advising on pension transfers.

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    • UK Market
    • 50-100 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 70 CII Credits CII Credits
  3. Certificate in Regulated Financial Services Operations

    Certificate in Regulated Financial Services Operations

    The Level 3 Certificate in Regulated Financial Services Operations (previously known as the Certificate in Financial Services, product specific route) develops fundamental knowledge of the financial services sector, including regulation, legislation, and overseeing and administering financial products. It develops the essential skills needed by those working in administrative and operational roles.

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    • UK Market
    • 60-70 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 35-40 CII Credits CII Credits
  4. Certificate in Securities Advice and Dealing

    Certificate in Securities Advice and Dealing

    The Level 4 Certificate in Securities Advice and Dealing satisfies the FCA’s qualification requirements for anyone advising or dealing in securities. Candidates will develop in-depth knowledge of investment and securities products, the UK taxation system and considerations for appropriate investment recommendations.

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    • UK Market
    • 50-70 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 70 CII Credits CII Credits
  5. Diploma in Financial Planning

    Diploma in Financial Planning

    The Level 4 Diploma in Financial Planning develops core technical understanding across a broad range of key financial planning areas. It also meets the FCA’s qualification requirements for advising on retail investment products, subject to additional gap fill. For more information, visit cii.co.uk/gapfill

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    • UK Market
    • 50-100 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 140 CII Credits CII Credits
  6. Diploma in Regulated Financial Planning

    Diploma in Regulated Financial Planning

    The level 4 Diploma in Regulated Financial Planning meets the FCA’s qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities. Candidates will develop technical knowledge and application within the specific topics and understand the integrated practical application of these technical knowledge and planning skills.

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    • UK Market
    • 50-60 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 100 CII Credits CII Credits
  7. Discretionary Investment Management (J10)

    Discretionary Investment Management (J10)

    Discretionary Investment Management (J10) develops knowledge and understanding of the role of the Discretionary Investment Manager, and the ability to analyse and apply financial information and portfolio management skills.

    The default Enrolment option for this unit includes:

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

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

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    • UK Market
    • 80 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  8. Equity Release (ER1)

    Equity Release (ER1)

    Equity Release (ER1) develops understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

    The default Enrolment option for this unit includes:

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

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

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    Purchase unit
    • UK Market
    • 70 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  9. 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**

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    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
  10. 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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    • UK Market
    • 150 Study Hours
    • Written Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits

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