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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. Advanced Mortgage Advice (R07)

    Advanced Mortgage Advice (R07)

    Advanced Mortgage Advice (R07) develops knowledge and understanding of the key elements of the mortgage process, specialist types of mortgage lending and to test candidates' ability to give appropriate mortgage advice to clients with complex needs and circumstances.

    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**

    More info
    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
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
  9. 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
  10. 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

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